collective.sugarcrm 1.0b2

SugarCRM components for Plone

Introduction

SugarCRM is an open-source software-solution vendor which produces the Sugar Customer Relationship Management (CRM) system.

This add-on provide components to use SugarCRM in Plone.

Status

Useable in production

tests

Tests are run with a trial URL If it is not available, please fill the demand for a new demo at http://www.sugarcrm.com/crm/ondemand_eval.html and export the URL into environnement:

export SUGARCRM_SOAP_URL=”NEW TRIAL URL”

Components

pasplugin

A PAS plugin has been implemented. You can logged into Plone with sugarcrm credentials.

webservice

suds has been used to provide a simple api over soap’s sugarcrm.

>>> webservice = ISugarCRM(context)
>>> results = webservice.search(query_string='JeanMichel')

source

z3c.formwidget.query.interfaces.IQuerySource for contacts and accounts are provided.

password

A utility is available to crypt password for using with webservice (sic)

portlet contact

With a condition on collective.portlet.contact installed, it provides a backend from your sugarCRM contact address book to the contact portlet

INSTALL

A generic setup is registred to setup the pas plugin and needed properties to configure access to the sugarcrm instance you want to use. A control panel is added to let you configure access to sugarcrm.

Credits

Companies

• Planet Makina Corpus

• Contact us

Authors

• JeanMichel FRANCOIS aka toutpt <[e-mail]>

Contributors

Changelog

1.0b2 (2010-12-13)

• PAS plugin: Implements IUserEnumerationPlugin and IPropertiesPlugin. Manage cache with Cacheable api. [toutpt]

• Add activate options (webservice, pasplugin) in controlpanel. [toutpt]

1.0b1 (2010-10-07)

• Initial release