The SugarCRM Customer Portal plugin will help your customers to use several SugarCRM modules in their WP interface, which can be defined from CRM. The plugin integrates Accounts, Contacts, Calls, Meetings, Notes, Cases, Documents and Quotes module of SugarCRM to your WP interface.
It will simplify and reduce your task of communicating with your customers through any other means. Your customers would be able to update all the above modules on their own.
Benefits of Customer Portal
If you are user of SugarCRM, you can manage your WordPress customers better by integrating SugarCRM and WordPress platforms and connecting your WP users with your SugarCRM system. The SugarCRM Customer Portal will provide you the following benefits:
– Single sign-in for WordPress user account and portal.
– Data access to the Customer Portal based on the selection of Relation Type: Contact or Account-based.
– Interactive Dashboard with recent records and quick access icons.
– WordPress Multisite Support.
– Set default as well as custom module accessibility in the portal.
– Create WordPress user groups and assign accessible roles for each module.
– Sign-up directly from the portal, which will also create a contact record in SugarCRM.
– Case commenting option.
– To Chat Plugin Integration. Capture chat conversations in SugarCRM.
– Calendar view for all scheduled activities.
– Accept or Decline Quotes from the Portal.
– Download Quotes from Portal in PDF format.
– Global search across all modules.
– Get the latest updates through notifications.
– Charts for cases and quotes module to view their status.
– Access Knowledge Base without Login.
– Generate proposal from the product catalog and convert to quote.
Follow the points given below before you start installing:
You should log in as an Administrator in SugarCRM.
Check that your SugarCRM Instance is compatible with the Customer Portal.
You must have a valid License Key Provided by CRMJetty.
If you are installing Customer Portal, then make sure there should not be any other Customer Portal already installed on Sugar CRM. If there is any then you should have to uninstall that plug-in first.
If you are having the same portal’s older version then upgrade it.
Check your WordPress portal has compatibility with Customer Portal.
You should be able to log in as an admin on your WordPress portal site.
Make sure that Customer Portal Plugins-related files have proper file permissions. As per the SugarCRM Install and upgrade guideline, we advise you to give 755 recursive file permissions to the custom and modules directory of your CRM instance.
In this User Manual, first, you will see the installation and configuration for the SuiteCRM and WordPress and then how the portal users can access the modules in the customer portal.