USER MANUAL. SuitePort - SuiteCRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 2.5.0

Size: px

Start display at page:

Download "USER MANUAL. SuitePort - SuiteCRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 2.5.0"

Merilyn Montgomery
5 years ago
Views:

USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 WordPress Manual Plug-in installation.

1 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 WordPress Manual Plug-in installation... 3 Plug-in Configuration... 5 SuiteCRM Configuration Settings... 5 WordPress Configuration Settings...12 SuitePort - SuiteCRM Customer Portal for WordPress Module Ordering...16 Convert CRM contacts to Portal Users...18 Twak.to Chat Plugin Installation...19 Contact Us...27 Version: WordPress Compatibility WordPress: to SuiteCRM Compatibility SuiteCRM: 7.4.* to

2 Introduction This SuiteCRM Customer Portal plugin will help your customers to use several SuiteCRM modules in their WP interface, which you can define from your admin front. The plugin integrates Accounts, Contacts, Calls, Meetings, Notes, Cases, Documents and Quotes module of SuiteCRM to your WP customer interface. It will simplify and reduce your task of communicating with your WP 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 Interactive Dashboard with recent records and quick access icons 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 Twak.to Chat Plugin Integration. Capture chat conversations in SuiteCRM Calendar view for all scheduled activities. Add activities directly from calendar. Accept or Decline Quotes from Portal Download Quotes from Portal in PDF format. Global search across all module. Quick Add records for specific modules. Download Quotes, Invoices and Contracts from Portal in PDF format. Access of knowledge Base without Login. Generate proposal from product catalogue and convert to quote. Prerequisites Following points must be followed before starting Installation. You should login as an Administrator in SuiteCRM. Check that your SuiteCRM Instance is compatible for Customer Portal. You must have a valid License Key Provided by AppJetty. If you are installing Customer Portal then make sure there should not be any older version of Customer Portal Plug-in already installed on SuiteCRM. If there is any then you should have to uninstall that plug-in first. Check your WordPress portal has compatibility with Customer Portal. You should be able to login as an admin in your WordPress portal site. 1

3 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. Installation SuiteCRM Plug-in Installation To start with the installation, Log-in as Administrator into SuiteCRM. Navigate to the Administration page and click on Module Loader to install the package. Browse the SuiteCRM Package zip file and click on Upload button. After uploading the package, click on Install button to install the package. 2

Now, need to repair your SuiteCRM Instance. For that, navigate to Administration page and click on Repair link, then click on Quick Repair and Rebuild link.

4 Click on Commit button to finish the installation. After successful installation you can see WordPress Customer Portal Plug-in in Installed plug-in list on Module Loader page. Now, need to repair your SuiteCRM Instance. For that, navigate to Administration page and click on Repair link, then click on Quick Repair and Rebuild link. WordPress Manual Plug-in installation Login to your WordPress portal from wp-admin and navigate to plugin module. Here you can see the Add New Button. Click on Add New button which will redirect you to Add Plugins Page. Click on Upload Plugin button. Browse the WP-Plugin-Package zip and Install the Plugin. 3

5 Go to Installed Plugins screen. Here, you can see SuiteCRM Customer Portal Plugin was successfully installed. But still it s Inactive. Click on Activate Plugin to activate this newly installed plugin. 4

6 Plug-in Configuration SuiteCRM Configuration Settings Get activation key Get the activation key from the Order Confirmation Mail. OR Login to your AppJetty account then go to downloadable options and copy the activation key for the Customer Portal plug-in. Note: Applicable only if purchased from AppJetty. Activate your plug-in After successful package installation, you need to validate your license and configure your Portal. Log-in to your SuiteCRM as admin and go to Administrator Page. You can see the Customer Portal section on this page. 5

Now click on License Configuration link, this will re-direct you to Portal Configuration page. Enter your license activation key provided by AppJetty.

7 Now click on License Configuration link, this will re-direct you to Portal Configuration page. Enter your license activation key provided by AppJetty. Validate your license by clicking the Validate button. WordPress Portal URL Configuration Customer Portal plug-in provides a functionality to create WordPress users from the SuiteCRM based on Contact creation. When any contact is created in SuiteCRM, you can also provide that contact an access to the portal. For this WordPress URL must be configured. To configure the URL go to Administrator Page and click on License Configuration. Select WordPress from the dropdown, enter your WordPress Portal URL and click on Save button. 6

8 Note: WordPress portal URL configuration is mandatory for Portal user creation from SuiteCRM. Set Portal Layout To avail SuiteCRM modules into your WordPress portal, it is mandatory to set Portal Layouts for each accessible module. Customer Portal plug-in provides facility to set Portal Layouts for Accounts, Contacts, Calls, Meetings, Notes, Cases, Documents and Quotes module from SuiteCRM. To Set Portal layouts navigate to Administration - > Configure Portal layout. Select your desired Module for Layout setting from the dropdown. Set layouts for Edit view, Detail view and List view. Drag and drop fields from left column to the right. After populating the layout, click on Save button to save the layout. 7

Set Module Accessibility for Portal Users Customer portal provides feature to manage SuiteCRM Module s accessibility for their WordPress portal users.

9 Set Module Accessibility for Portal Users Customer portal provides feature to manage SuiteCRM Module s accessibility for their WordPress portal users. You can decide access of which module should be provided to which customer by WordPress User Group module. Click on Customer Portal User Group link and you will be redirected to the WordPress User Group Module s List View. Here, you can see Default WordPress User Group already exist in the list. User cannot delete this Default group record. Admin user can create different User Group and define accessible modules for that group. 8

10 Note: By default, Default group will be assigned to a newly created contact record. Set Dynamic access rights for Portal Users. Customer portal provides feature to manage SuiteCRM Module s accessibility for their WordPress portal users. You can decide access of which module should be provided to which customer by WordPress User Group module. Click on Customer Portal User Group link and you will be redirected to the WordPress User Group Module s List View. Here, you can see Default WordPress User Group in the list. User cannot delete this Default group record. 9

Admin can create different Customer Portal User Group to provide access to certain defined modules. Admin can also set dynamic access rights for each accessible module.

11 Admin can create different Customer Portal User Group to provide access to certain defined modules. Admin can also set dynamic access rights for each accessible module. To provide dynamic access rights to portal users, create a WordPress User Group and save it. You will get a list of Portal enabled modules. To disable a module, select Disable option from the status dropdown. To provide dynamic access rights of Create, Edit and Delete check the boxes against each enabled module. 10

12 Set Username and Password Fields in Contacts Layout When you install this package username and password both fields are created in contacts module. Confirm that Username and Password fields are added to record view. If you cannot see Username and Password field in record view or create view, then you may have to set these fields in Record layouts. For that Go to Administrator -> Studio -> Contacts -> Layouts -> Record and Drag and drop those fields in Record View and click on Save and Deploy button. Suite admin can set the Portal credentials for a contact and allow access of portal to that contact. By default the Enable Portal checkbox will be enabled for a newly created contact. Uncheck the Enable Portal checkbox to disable the portal accessibility to any user. 11

configure SugarCRM portal setting options.

13 WordPress Configuration Settings Single Site Settings Go to WordPress admin side and click on Customer Portal and configure SugarCRM portal setting options. Select appropriate SugarCRM version to connect with your SugarCRM Instance. 12

14 Enter your SugarCRM instance URL and SugarCRM Admin credentials (Username and Password). You can enable/disable registration for portal. If this box is unchecked, new user cannot sign-up from portal. In addition to general portal settings, you can allow users to have a single sign-in for WordPress Account and Portal. To enable single sign-in feature, check the Single Sign-In check box. You can also choose a template from the dropdown menu. Note: Choose Full Width Page template for existing theme header and footer. 13

Multi-site Settings If you have multiple sites in WordPress, you can provide access of portal to all sites. All websites will be listed under My Sites tab in your WordPress Admin Account.

15 Multi-site Settings If you have multiple sites in WordPress, you can provide access of portal to all sites. All websites will be listed under My Sites tab in your WordPress Admin Account. To configure Portal for multiple sites navigate to Network Admin and click on Customer Portal. You can manage all the general configurations for Portal from Network Admin. Check the Multi-site Sign-in check box to allow user to login from any other sub-site. Check the Multiple Domain Site check box to enable portal for websites with multiple domains. You can configure portal for all sub-sites separately. To configure portal for a sub-site, navigate to that particular site from My Sites tab. 14

16 Now, click on Customer Portal tab on the left side panel. This will take you to the portal configuration page of that particular sub-site. In addition to general portal settings, you can allow users to have a single sign-in for WordPress Account and Portal. To enable single sign-in feature, check the Single Sign-In check box. To disable portal for this particular sub-site, check the Disable Portal checkbox. 15

Note: If you have not configured portal for each sub-site separately, then all configurations set in the Network Admin will be considered as default.

To redirect a user to any other website, navigate to Network Admin > Dashboard > Users. This will take you to the Users list page.

17 Note: If you have not configured portal for each sub-site separately, then all configurations set in the Network Admin will be considered as default. User Redirection Configuration Network admin or Sub-site Admin can redirect any user to other website s portal. To redirect a user to any other website, navigate to Network Admin > Dashboard > Users. This will take you to the Users list page. Click on Edit link under the user you wish to redirect to other websites portal. This will redirect you to the user edit page. Navigate to Account Management section and choose a website from the dropdown. Upon next login User will be redirected to the selected sites portal. Note: User Redirection is only for Multisite WordPress Account 16

18 Module Ordering To set the order of module click "Customer Portal -> Module Ordering" it will navigate to Module ordering page. 17

click on the actions dropdown. Now select Convert To Portal Contacts option from the dropdown.

19 Now Drag and Drop modules for reordering and save updated order. It will reflect the same order in portal dashboard and drawer. Convert CRM contacts to Portal Users To provide access to Portal for already existing CRM contacts, select such contacts from the contacts list view and click on the actions dropdown. Now select Convert To Portal Contacts option from the dropdown. This will convert CRM Contacts to portal users and a list of imported contacts will be displayed. Click on Export Converted button to export the list of converted users. This will export the list of converted users to a.csv file. 18

20 Now to create WordPress Users, import the csv file in WordPress Portal. To import the file in WordPress, navigate to Employee Portal >> Import Users Click on Choose File button and upload the csv file. Now, click on Import button to import the contacts. On importing the file, new WordPress users will be created and if Send User Mail? checkbox is checked then users will receive a mail notification along with their credentials. Twak.to Chat Plugin Installation To install Twak.to chat plugin navigate to Plugins and click on the Add New button which will redirect you to Add Plugins Page. Now, search for Twak.to Live Chat plugin. Install and activate the plugin in your WordPress account. 19

21 After activating the plugin, navigate to the settings page of twak.to. To create a tawk.to account, sign-in to the account. Select a property and widget from here. 20

22 Navigate to tawk.to dashboard and configure your . To configure mail notifications, navigate to Admin from tawk.to dashboard and click on Mail Notifications. Click on Use selected widget button to enable chat widget in your portal. Mention the to which you wish to send all the chat transcripts. Now, navigate to Property settings and enter your Portal URL and click on Save button. This would enable the chat widget in your portal. 21

23 Here, you will find an API Key, which you need to enter in your SuiteCRM instance to save chat transcripts. Copy the API Key and navigate to Admin page from your SuiteCRM account. Now, configure inbound in CRM to create cases for each chat transcript. To configure inbound , navigate to Profile -> s Settings - > Settings -> Mail Accounts. 22

Click on Add button to set up your mail account. Fill up your Email account details and click on Done to finish setup.

24 Click on Add button to set up your mail account. Fill up your account details and click on Done to finish setup. Once your mail account is added navigate to Chat Configuration from Admin Area. Click on Chat Configuration link. This would open up Portal Chat Configuration Page. 23

25 24

Paste the tawk.to API key here and click on Save button. Once the plug-in is configured at both the ends, you can start chatting with the Portal Users.

26 Paste the tawk.to API key here and click on Save button. Once the plug-in is configured at both the ends, you can start chatting with the Portal Users. Select appropriate template from drop-down for New Registered User and Forgot Password. If appropriate template is not available them click on "Create" to design your own template and you can even select any template from drop-down and click "Edit" to make changes as per your requirement. 25

27 Configure charts for "Case", "Invoice" and "Quotes" modules to keep track of status. 26

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.

Tickets Raise tickets for your specific question! Send an email to support@appjetty.

28 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: and click on the Live Chat button for instant support. 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. Customization: If you would like to customize or discuss about additional feature for Customer Portal, please write to sales@appjetty.com 27

USER MANUAL. SuitePort - SuiteCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.1.0

USER MANUAL. SuitePort - SuiteCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 1.1.0 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 Joomla Manual Plug-in installation... 3 Plug-in