Customized Branding for Sugar

by Paul Scondac & Mirel Ivan on April 24, 2018

The best thing about Sugar is its adaptability: some companies can use it as a standard CRM, while others can customize it for project management or even booking concerts for bands. So, to make Sugar feel even more like it’s “yours”, you will probably want to give it a slight makeover and update its branding. We can help you do that!

UpCurve Cloud built a Theme Customizer package for Sugar which enables users to update some visual elements of Sugar’s UI. It is a user-friendly, no coding required method of customizing the colors of the Navigation Bar and logo, along with with the font type, color and size in Record View.

This package is especially useful if you want to alter Sugar’s out-of-the-box branding to your own, in a hassle-free manner. In this blog post, we will demonstrate how to utilize the Theme Customizer to update our Sugar instance to UpCurve Cloud’s branding.

After you have installed the package in Sugar, a new option will appear in Sugar’s footer:

Note: if you don’t see the Change Theme Options button, you will need to clear the cache from your browser, and then refresh the page.

From the Theme Customizer’s General tab, we will update the navigation bar elements:

  1. The Border will be switched to UpCurve Cloud’s teal
  2. The Navigation Bar will be updated to Arctic Blue (#C4DAF1)
  3. The Primary Button’s color will be changed to Navy Blue (#212D5D)
  4. The UpCurve Cloud logo will replace the Sugar Cube logo.

Then, from the Record View tab, we updated the field labels and value fonts to UpCurve Cloud’s color palette, and changed the font style to Bold.

It is important to mention that initially, any updates you make to Sugar’s UI using the Theme Customizer are saved locally, so if you cleared your browser cache, your Sugar instance would reset to default branding. To actually install these changes to Sugar, click Generate Sugar Package and install it from Module Loader.

That concludes our overview of the Theme Customizer package for Sugar. If you are interested in providing your admin with an easy  way to rebrand your CRM instance using the Theme Customizer package contact us today.

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PRODUCT: SugarCRM

AUDIENCES: Administrators End Users

Paul Scondac
Marketing Manager at UpCurve Cloud
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Mirel Ivan
Developer at UpCurve Cloud
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