Introduction

 

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 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 Portal

 

Download Quotes from Portal in PDF format.

 

Global search across all module.

 

Get Latest updates through notifications.

 

Charts for cases and quotes module to view their status.

 

Access Knowledge Base without Login.

 

Generate proposal from product catalogue and convert to quote.

 

 

Prerequisites

 

Follow the points given below before you start installing:

 

You should login as an Administrator in SugarCRM.

 

Check that your SugarCRM Instance is compatible for 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 same portal’s older version than upgrade it.

 

Check your WordPress portal has compatibility with Customer Portal.

 

You should be able to login as an admin in your WordPress portal site.

 

Make sure that Customer Portal Plugins related files has proper file permissions. As per the SugarCRM Install and upgrade guideline, we advise you to give 755 recursive file permissions to custom and modules directory of your CRM instance.