Let me start by prefacing what an awesome job on the application. I have worked with a lot of CRM apps and this is definitely one of the better ones.
I'm looking to add a custom component (project portfolio feature) by integrating with Microsoft Project Server with the community edition. Is it possible to add my own UI (asp usercontrols) that integrates with a LOB app? I tried to configure the app with few different options : new tab, new portal, or iframe. But none seem to work for me.
Can the menu tab be customized, or do I have to buy the enterprise version?
Thanks in advance
You can customize the Community Edition, but it is just hard without the SQL source code. We would like to release the complete Community Edition as GPL, but we still have some copyrights that we need to deal with.
The thing to keep in mind is that there are lots of tables in the UI and if you don't configure them all, then UI elements will not appear. If you had the SQL code, you would see what is necessary and be able to complete your task.
Do you mean the Administration/ Configure Tabs does not actually work? In order to make tab changes, I will have to modfiy the tabs through storedprocedures?
Please clarify Thanks
You said in your original post that you added a custom component. If it is not added properly, then the UI elements may not display. Once added properly, the Admin Configure Tabs should work fine.
Ignoring the part about adding a custom component, you should be able to customize most of the UI using the Admin pages.
I may have mis-spoken in my original post. I was planning to create custom components for SplendidCRM but have not started yet. In fact, I don't even know how to go about doing that. I looked around Internet and not able to find a single article that explains how to develop/ to add a 3rd part (or custom) module into SplendidCRM. Just a note that I'm not familiar with SugarCRM let me know if i should get my training materials there.
Besides adding custom fields and themes, I can't seem to make other customization to SplendidCRM. For example, I am not able to hide a Tab.
Take Home Tab for example, I tried to hide the tab by
I also tried to add a Portal since the description indicates that the Portal could be shown as a tab, "Add tabs which can display any web site".
Any help would be much appreciated