sugarcrm customer portal pro - appjetty.com › media › extensiondocument › ...sugarcrm customer...
TRANSCRIPT
www.biztechconsultancy.com [email protected] Page 1
SugarCRM Customer Portal Pro
www.biztechconsultancy.com [email protected] Page 2
Contents
1 Benefits ......................................................................................................................... 3
2 Features ........................................................................................................................ 3 2.1 Admin can provide access rights to the customers ...................................................................... 3
2.2 Set the visible fields for different layouts ..................................................................................... 4
2.3 Username and email address should be unique ........................................................................... 5
2.4 WordPress Configuration settings ................................................................................................ 6
2.5 Customers can edit their profile ................................................................................................... 7
2.6 Customer can manage pages from the WordPress side ............................................................... 8
3 Give it a Try .................................................................................................................. 9
4 Installation and Support .............................................................................................. 9
5 To Get Started ............................................................................................................... 9
www.biztechconsultancy.com [email protected] Page 3
SUGARCRM CUSTOMER PORTAL PRO
This “SugarCRM Customer Portal Pro” plugin will help your customers to use several SugarCRM modules
in their WP interface, which you can define from your admin front. This plugin can integrate Accounts,
Contacts, Leads, Opportunities, Calls, Meetings, Notes, Cases, Documents, Tasks of SugarCRM modules
to your WP customer interface for their use.
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.
1 Benefits
Being a proud user of SugarCRM you can now manage your WordPress customers better by integrating
SugarCRM and WordPress platforms and connecting your WP users with your SugarCRM system. The
WordPress SugarCRM Customer Portal Pro will provide the following benefits:
You can offer restricted access to your customers, which you can edit anytime.
You can view all updated date reflected in your SugarCRM dashboard whenever your customers
make any update from their WP system.
2 Features
2.1 Admin can provide access rights to the customers
You can decide access of which module should be provided to all WordPress customers from SugarCRM
portal.
www.biztechconsultancy.com [email protected] Page 4
2.2 Set the visible fields for different layouts
You can set which fields your WP customers can view and use through Edit and Details layout of
Contacts. The visibility of fields can be done for “Edit View”, “Detail View” and “List View” Layouts.
www.biztechconsultancy.com [email protected] Page 5
2.3 Username and email address should be unique
To avoid duplicate data entry the email Id, username and passwords are mandatory and emails and
passwords have to be unique.
www.biztechconsultancy.com [email protected] Page 6
2.4 WordPress Configuration settings
You can configure the credentials and layouts on the WordPress side you wish to display to your
customers.
www.biztechconsultancy.com [email protected] Page 7
2.5 Customers can edit their profile
Your WordPress customers are given the functionality to edit their profile except for username and
password.
www.biztechconsultancy.com [email protected] Page 8
2.6 Customer can manage pages from the WordPress side
Customers can login using SCP login. He/she can access the modules as per the admin configurations set
in the SugarCRM side. The left pane will display the modules enabled by the user for that particular
customer.
www.biztechconsultancy.com [email protected] Page 9
3 Give it a Try
Features of WordPress SugarCRM Customer Portal Pro are demonstrated at:
SugarCRM URL: (Back end)
http://sugardemo.biztechconsultancy.com/index.php?action=Login&module=Users
WordPress URL: (Front end)
http://wpdemo.biztechconsultancy.com/demo-pro/
4 Installation and Support
We will help you install the plugin on your store.
We can also customize this plugin as per the Client’s specific feature requirement.
We are committed to this WordPress Plugin and will be releasing new versions with more
enhancements in timely manner.
For more information on the WordPress SugarCRM Customer Portal Pro Plugin, please visit
https://store.biztechconsultancy.com/sugarcrm-wordpress-customer-portal-pro.htm
5 To Get Started
Contact – Maulik Shah
CEO, Biztech Consultancy
www.biztechconsultancy.com [email protected] Page 10