SugarCRM: data, modules and development of a legacy solution

The historical site distinguished between an initial marketing contact, an interested person, and an actual contact associated with the company. This separation can help organize the qualification, but not every process has to start with an identical set of stages.

A sales opportunity plays a separate role: a specific inquiry or need for which an offer and subsequent action are created. It should not be identified with the person in the file.

The material described contacts, offers, projects, tasks, calendar, documents, reports and correspondence. The common idea was to link the file, conversation and activity to the client and the case.

PDF generation, telephony integrations, document systems, and calendar synchronization were also emerging. Today's availability of these specific add-ons, services and permissions must be checked individually; the former list is not the current product specification.

The old marketing description also included recipient lists, campaign reactions and opt-outs, and offerings used a product catalog. DMS extended attachments with versions, circulation, search and preview. Multi-account IMAP email, templates, shared calendars and reminders were mentioned. These connections are important when transferring work history.

• Marketing: campaigns and web forms collecting potential customers and the source of contact.
• Sales: offers, their acceptance and creation of related invoices for the former adaptation.
• Mail: handling IMAP accounts and linking correspondence to a client, contact or case.
• Documents: cataloging, versions, permissions, PDF templates and DMS integrations.
• Planning: projects, tasks, calendars and reports supporting the work of caregivers.

Sugar Community Edition was the historic open source edition. The manufacturer announced the end of its development and maintenance in 2018. This should not be taken to mean that all current Sugar products have the same licensing model or features.

During the audit, we identify the exact edition, version, own modifications, extensions and terms of use. Only then can the extent of further maintenance or migration be assessed.

We secure files, relationships, activity history, attachments and process definitions. It's important to maintain connections between the company, person, offer, and case - exporting a single contact table alone won't do this.

The target solution may be the development of a compatible platform, another CRM or a dedicated application. The choice depends on requirements, data and maintenance costs.

• Companies, people and connections between them, along with deduplication rules.
• Open opportunities, tasks and documents needed for further work.
• Attachments, their names, owners and connections to the correct record.
• Users, roles and permissions recreated according to the new model.
• Attempt to import and reproduce a representative client case.
• Module configuration and own modifications, notification rules and used mobile clients and offline mechanisms.