For the initial phase of moving to Sugar and the integration, you can always export your Google Calendar into an iCal file; use a tool to convert it into a CSV, then import the CSV into SugarCRM as Meetings. Those meetings then sync to Google Calendar. You’ll have duplicates on the Google-side at this point unless you point the integration to a new Sugar-Sync calendar (recommended) and/or remove the existing calendar entries. See? even that simple step plays heavily against user preferences!

As for a continuous bidirectional sync, the prerequisite questions to answer are

1. will new events be imported into Sugar as Meetings, Calls or Tasks?
2. Is there any chance of users’ calendars and meetings overlapping?
3. How would you handle blank event titles?
4. Would you attempt to parse out the status or values stored in (parens) in the event title?

Once you have the process mentally mapped out with those respects, you could set up a new poll (similar to the check-for-updates poll) that grabs new events (events on the calendar that we do not have a matching Meeting for) and create meetings for them. Alternatively, you could modify the existing poll to do the same, but if I were to send you an update to the module, your enhancements would be overridden.

Did you by any chance found some way of syncing *new* events created in Google Calendar to SugarCRM? As you state in the documentation the plugin only updates events that were originally created in SugarCRM and than keeps them in sync. I understand why, because Google doesn’t require all the (structured) data that is needed to create an event in SugarCRM.

Do you have some (beta?) code or an example of how to read users calendars in Gmail to look for “new” events (events not present in SugarCRM) which are than inserted in Sugar (only once preferably, since from that point the plugin will probably keep things in sync). Or do you just advise me to use Google’s calendaring API and create such code myself?

I know it’s just a long shot, but since you are the experts and have probably looked into this in the past (and than decided not to include it in the plugin, which I understand) I thought it worth the effort to just ask if you could give me some pointer as to how to solve this

Kind regards,
Matthijs

this is the better way because you see the name of the account in the search form.

When you need a dynamic relate filter you can also add some smarty logic in the editviewdefs.php to get the $fields.parent_type and replace the account_name_advanced with the selected module in the multiselect field.

The variable in the {curly brackets} should be parsed by Smarty, so it’s a matter of identifying the correct field in the Contacts module (I believe it’s account_name) and the same from the Task record that’s being displayed (pretty sure it’s a flex relate, so parent_id). Why don’t you try that and let me know how it goes? (don’t forget developer mode and/or repair & rebuild).

Example:

Select a Contact from the task module. How can i add the assigned account name in the select box?

Thanks

Create /custom/modules/Leads/metadata/additionalDetails.php, or copy the original (modules/Leads/metadata/additionalDetails.php). In this file look for the function additionalDetailsLead, it should be the only function there. The function is expected to return a pretty specific array set, and the output of these Detail icons is defined as the value on the key ‘string’ — just look at the original version for reference and redefine the ‘string’ (var $overlib_string) with whatever HTML/content you want to show up.

Maybe you could add some buttons and perform an action like log call