Introduction

 

This SuiteCRM Customer Portal plugin will help your customers to use several SuiteCRM modules in their WP interface, which you can define from CRM. The plugin integrates Accounts, Contacts, Calls, Meetings, Notes, Cases, Documents and Quotes module of SuiteCRM 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

 

Being a proud user of SuiteCRM you can now manage your WordPress customers better by integrating SuiteCRM and WordPress platforms and connecting your WP users with your SuiteCRM system. The SuiteCRM Customer Portal will provide you the following benefits:

 

– Single sign-in for WordPress user account and portal.

 

– Data access to the Portal based on the selection of the: Contact based or Account-based Relation type.

 

– Interactive Dashboard with recent records.

 

– WordPress Multisite Support.

 

– 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 SuiteCRM.

 

– Case commenting option.

 

– Tawk.to – A Chat Plugin Integration. Capture chat conversations in SuiteCRM.

 

– 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.

 

– Download Quotes, Invoices, and Contracts from Portal in PDF format.

 

– Access to knowledge Base without Login.

 

– Generate proposal from the product catalog and convert to quote.

 

Prerequisites

 

Follow the points given below before you begin with the installation:

 

You should log in as an Administrator in SuiteCRM.

 

Check that your SuiteCRM Instance is compatible with the Customer Portal.

 

You must have a valid License Key Provided by CRMJetty.

 

If you are installing Customer Portal, make sure there is no older version of the Customer Portal Plug-in installed on SuiteCRM. If there is any, you should have to uninstall that plug-in first.

 

Check that your WordPress portal is compatible with the 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 file permissions. As per the SuiteCRM 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.