USER MANUAL. SugarPort - SugarCRM Customer Portal for Drupal TABLE OF CONTENTS. Version: 1.0

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1 USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Installation... 2 Drupal Manual Plug-in installation... 2 Plug-in Configuration... 4 Drupal Configuration Settings... 4 Sugar Fields Creation... 6 Front Side Instructions... 7 Contact Us SugarPort - SugarCRM Customer Portal for Drupal Version: 1.0 Drupal Compatibility: Drupal: 7.x SugarCRM Compatibility: Community Edition: 6.5* to Professional Edition: 6.5* to Enterprise Edition: 6.5* to

2 Introduction SugarPort - SugarCRM Customer Portal for Drupal is a free add-on for Drupal that lets Drupal website owners add a customer portal in their website with SugarCRM as the backend framework and Drupal 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 SugarCRM system 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 SugarCRM with Drupal systems. So you don t have to invest anything in creating a support portal for your customers. 1

3 Installation Drupal Manual Plug-in installation To install a new module login to your Drupal admin account and navigate to Modules. Now, to install the module click on Install new module. Now, to upload the module click on Choose File and select the extension package or install from URL by entering the path and click on Install. 2

4 Once the module is uploaded & installed successfully you need to enable the installed module. To enable the module check the Enabled checkbox. 3

5 Plug-in Configuration Drupal Configuration Settings Go to Drupal Customer Portal from Drupal Admin and you will be redirected to the Configuration page, here you can configure your portal. Enter SugarCRM admin credentials (Username and Password), and set a portal name for your portal. Now Select your SugarCRM Version and enter your SugarCRM instance URL including the Rest URL of the respective version of the SugarCRM. 4

6 Note: Rest URL for the Sugar CRM Versions will be as follows: SugarCRM Version 6: {SugarCRM Site URL}/service/v4_1/rest.php SugarCRM Version 7: {SugarCRM Site URL}/rest/v10/ There are also various other configuration options on this page like records per page you wish to display on main menu, Set Portal Logo, and option to enable CRM Standalone template. 5

7 Sugar Fields Creation Create Username and Password Fields: Create Username and password Fields from 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. 6

8 Front Side Instructions After completing all configurations at SugarCRM and Drupal for Customer Portal, Customer can sign-up or login to Customer Portal and access SugarCRM modules. Login: Directly login to the portal using your portal credentials. 7

9 Sign Up: Customer can sign-up to the Portal by clicking on Sign Up Now! link on the Login Page. Clicking on this link will redirect customer to the sign up page. 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 Drupal and SugarCRM Contacts module. Note: Already existing customers on both sides (Drupal and 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 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. 8

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

11 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. 10

12 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. 11

13 Add Case: Add a new record in a module from the portal and it will get reflected in the SugarCRM. 12

14 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: 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 14