USER MANUAL. SuiteCRM / SugarCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.1

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1 USER MANUAL TABLE OF CONTENTS Introduction...1 Benefits of Customer Portal...1 Installation...2 Joomla Manual Plug-in installation...2 Plug-in Configuration...4 Joomla Configuration Settings...4 CRM Fields Creation...7 Front Side Instructions...8 Contact Us...14 SuiteCRM / SugarCRM Customer Portal for Joomla Version: 1.1 Joomla Compatibility: Joomla: 3.x SuiteCRM Compatibility: SuiteCRM: 7.4* to 7.9* SugarCRM Compatibility: Community Edition: 6.5* to Professional Edition: 6.5* to 7.9* Enterprise Edition: 6.5* to 7.9*

2 Introduction SuiteCRM / SugarCRM Customer Portal for Joomla is a free add-on for Joomla that lets Joomla website owners add a customer portal in their website with Suite or SugarCRM as the backend framework and Joomla as the front-end interface. With this portal add-on your customers will be able to log into their accounts and create support or complaint cases that they want to be addressed. Through the cases module of your CRM you will be able to get details of all the open cases and address them as per their priority. Benefits of Customer Portal With a CRM integrated portal, you can provide better customer experience by quickly following up and resolving on all open cases and support requests. As the customers place their own request, there are less chances of ambiguity and miscommunication. Our Portal add-on integrates your existing Suite/SugarCRM with Joomla systems. So, you don t have to invest anything in creating a support portal for your customers. 1

3 Installation Joomla Manual Plug-in installation Login to your Joomla admin account and navigate to Extensions -> Manage -> Install. To install the package, click on Choose File and select the extension package. 2

4 Now click on Upload & Install. Once the extension is uploaded & installed successfully navigate to Extensions -> Manage and enable the extension. 3

5 To enable the portal, find the extension from the list of extensions, select the extension and enable it. Plug-in Configuration Joomla Configuration Settings Go to Joomla dashboard and navigate to Components -> Customer Portal to configure the portal. 4

6 To Configure Select your Suite/SugarCRM Version and enter your CRM instance URL including the Rest URL of the respective version of your CRM Rest URL for Suite/Sugar CRM Versions will be as follows: SuiteCRM Version 7: {SuiteCRM Site URL}/service/v4_1/rest.php SugarCRM Version 6: {SugarCRM Site URL}/service/v4_1/rest.php SugarCRM Version 7: {SugarCRM Site URL}/rest/v10/ 5

7 Now Enter your CRM admin credentials (Username and Password). There are also various Portal Options on this page like records per page you wish to display on main menu, Set Portal Logo, and Set Portal Name as per the need. 6

8 CRM Fields Creation Create Username and Password Fields: Create Username and password Fields from Suite/SugarCRM Studio. Add two fields (i.e. User Name and Password) in Contacts module. Note: For Username, Field Name should be username and for Password it should be password. 7

9 Front Side Instructions After completing all configurations at Suite/SugarCRM and Joomla for Customer Portal, Customer can sign-up or login to Customer Portal and access Suite/SugarCRM modules as the assigned Portal user group. Login: Directly login to the portal using your portal credentials. 8

10 Sign Up: Customer can sign-up to the Customer portal by clicking on Sign Up Now! link on the Login Page. On clicking this link will redirect customer to sign up page as below. A new user can directly sign-up from the portal. The credentials will be verified to check whether any customer has been registered with same username and address. If any such user does not exist in the system then a user will be created in Joomla and Suite/SugarCRM contacts module. Note: Already existing customers on both sides (Joomla and Suite/Sugar) won t get the access for customer portal automatically on installation. On Sign up, it will check if any customer is registered with same username and address? If no such user exists in the system then it will create a record in the Suite/SugarCRM s Contacts module. After successful registration user will be redirected to the login page. Now user can login to portal with their Username and Password. 9

11 Forgot Password: Portal user can retrieve their login password using the Forgot Password Option. Firstly, click on Forgot Password option and enter your username and address, then click on Submit button and you will receive your password on your

12 Edit Profile: Click on the Edit button from the menu and view your details. On clicking Edit button you will be redirected to the Profile page and you can edit your details from here. 11

13 List View: Navigate to Case module and you will be able to see the list of cases. You can search a case from the list view, delete it or update it. You can also add a new case. To add a new case click on the Add Case button. 12

14 Add Case: Add a new record in a module from the portal and it will get reflected in the Suite/SugarCRM. Detail Page: Click on the View button from the List View and view the details of a record. You can edit that record or delete it from the detail view. 13

15 Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes. Live Chat Get instant support with our Live Chat. Visit our product page at: Or Tickets Raise tickets for your specific question! Send an to Or you can login to your and click on My Support Tickets on your account dashboard, to get answers to your specific questions. and click on the Live Chat button for instant support. Customization: If you would like to customize or discuss about additional feature for Customer Portal, please write to sales@appjetty.com 14