sugar u: session 9: customizing the portal and knowledge base for multi-language environments

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Customizing the Portal and Knowledge Base for Multi-Language Environments Sugar U.

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DESCRIPTION

The Internet Corporation for Assigned Names and Numbers (“ICANN”) is a non-profit organization whose responsibilities include coordination and the secure operation of the Internet’s unique identifier system. Working with Concentrix, ICANN implemented SugarCRM Enterprise version as the contact center platform for their new gTLD (Generic Top-Level Domain) Application Service Center (ASC) operations. The requirements of this deployment included support of multi-language1 capabilities for: Email Response and Escalation Management – Enabling agents to select and enter a response or email in any of six languages. Customer Self-Service and Knowledge Base - Modification of portal search based on language selection. This also required development of a KDB Import Module which would upload and link identical articles in each of the supported languages from an external source. 1 English, French, Spanish, Russian, Mandarin and Arabic

TRANSCRIPT

Page 1: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

Customizing the Portal and Knowledge Base for Multi-Language Environments

Sugar U.

Page 2: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

Jennifer Marlett

ConcentrixDatabase Admin & Business Analyst

04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 2

Page 3: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

Tweet: #SCON12

Customer

The Internet Corporation for Assigned Names and Numbers (“ICANN”) is a non-profit organization whose responsibilities include coordination and the secure operation of the Internet’s unique identifier system.

Working with Concentrix, ICANN implemented SugarCRM Enterprise version as the contact center platform for their new gTLD (Generic Top-Level Domain) Application Service Center (ASC) operations.

04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 3

Page 4: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

Tweet: #SCON1204/09/2023 ©2012 SugarCRM Inc. All rights reserved. 4

Business Challenge

The requirements of this deployment included support of multi-language1 capabilities for:

Email Response and Escalation Management – Enabling agents to select and enter a response or email in any of six languages.

Customer Self-Service and Knowledge Base - Modification of portal search based on language selection.  This also required development of a KDB Import Module which would upload and link identical articles in each of the supported languages from an external source.

1   English, French, Spanish, Russian, Mandarin and Arabic

Page 5: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

Tweet: #SCON1204/09/2023 ©2012 SugarCRM Inc. All rights reserved. 5

Methodology

Updated Portal nusoap client to support double byte characters by copying nusoap.php from CRM to PortalRoot\include\nusoap\ and by copying language packs from CRM to PortalRoot\include\language

Used Portal header.php and header.tpl files to provide applicants a method of switching languages in the Portal

Modified the various php files to reference language files in the following directories: PortalRoot\custom\portal\modules\{ModuleName}\language

Page 6: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

Tweet: #SCON1204/09/2023 ©2012 SugarCRM Inc. All rights reserved. 6

Methodology

Majority of translations were added to $mod_strings although some were initially added to $app_list_strings

Add UTF8 specific code in php files for double byte characters

Specific changes made to support Arabic:Modified Portal & CRM Case fields for RTL alignmentWhere Arabic and English language texts were intermingled in Arabic KB articles, the HTML was manually updated to reference dir=“rtl”

Page 7: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

Tweet: #SCON1204/09/2023 ©2012 SugarCRM Inc. All rights reserved. 7

Methodology

Used tags to rending language specific KB articles

Each KB article has three tags to support client requirements:

Link all 6 language records of the same KB article togetherLink all articles of same language togetherProvide method of rendering only articles of selected language in the KB drill down tree

Using jstree a custom page was created to display only the tags and KB articles in selected language

Page 8: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 8

Submit Session Feedback

Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App

Page 9: Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 9

#SCON12