WordPress SugarCRM Customer Portal Pro Plugin

1. sales@biztechconsultancy.com USER GUIDE Customer Portal Pro Compatibility: SugarCRM Professional & Enterprise Edition: 7.5.x WordPress: 4.3, 4.4

2. Index 1. Prerequisites..............................................................................................................................................3 2. Installation................................................................................................................................................ 4 2.1 SugarCRM Plug-in Installation …………………….………………………………………………………………………..4 2.2 Wordpress Manual Plug-in Installation ………………………………………………………………………………..5 3. Plug in Activation ..................................................................................................................................... 7 3.1 SugarCRM Configuration Settings …………………………………………………………………………………………7 3.2 WordPress Configuration Settings ………………………………………………………………………………………13 4. Front side instructions ……………………………………………………………………………………………………………………..15 5. Technical Support …………………………………………………………………………………………………………………………….19 6. About Biztech Consultancy ..…………………………………………………………………………………………………………….20 2

3. 1.Prerequisites Following points must be followed before starting Installation. You should login as an Administrator in SugarCRM. Check that your SugarCRM Instance is compatible for Customer Portal Pro. You must have a valid License Key Provided by Biztech Store. If you are installing Customer Portal Pro then make sure there should not be any older version of Customer Portal Pro Plug-in already installed on SugarCRM. If there is any then you should have to uninstall that plug-in first. Check your Wordpress portal has compatibility with Customer Portal Pro. You should be able to login as an admin in wordpress portal site. 3

4. 2.Installation This plug-in consist of two different zip file one is for SugarCRM and another is for your Wordpress Portal. Before start to installation you need to extract SugarCRMv7 Pakage.zip file from the Biztech provided plug-in zip file. 2.1 SugarCRM Plug-in Installation. Step 1: To start with the installation, Log-in as Administrator into SugarCRM. Go to the Administration page and click on “Module Loader” to install the package. Step 2: Browse the SugarCRM Pakage zip file and click on “Upload” button under Module Loader screen. Step 3: After uploading package, click on the “Install” button to install the package. 4

5. Step 4: Click on “Commit” button to finish the installation. After successful installation you can see “Wordpress Customer Portal Pro” Plug-in in Installed plug-in list on Module Loader page. Step 5: Now, need to repair your SugarCRM Instance. For that go to Administration page and click on “Repair” link, then click on“Quick Repair and Rebuild” link. 2.2 WordPress Manual Plug-in installation. Step 1: Login to your Wordpress portal from wp-admin and go to Plugins section. Here you can see the Add New Button. Click on “Add New” button will redirect you to Add Plugins Page. Step 2: On “Add Plugins” Page you can see the Upload Plugin option. Click on Upload Plugin button allows you to Browse the WP-Plugin-Package zip andInstall Plugin. 5

6. Step 3: Go to InstalledPlugins screen. Here, you can see SugarCRM Customer Portal Pro Plugin was successfully installed. But still it’s Inactive. Step 4: Click on Activate Plugin to activate this newly installed plugin. 6

7. 3.Plugin Activation 3.1 SugarCRM Configuration Settings Step1: Get an activation key Get the activation key from the Order Confirmation Mail. OR Login to your Biztech Store account then go to Downloadable options and copy the activation key for the Customer Portal Pro plug-in. Step2: Activate your plug-in After successful package installation, you need to validate your license and activate your from Portal Configuration. Log-in to your SugarCRM as admin and go to Administrator Page. You can see the “Portal Configuration” section on this page. Now click on Configuration link, this will re-direct you to PortalConfiguration tab. Enter License activation key for the Customer Portal Pro plug-in provided by Biztech Store. Validate your license by pressing the “Validate” button. Now, Your Customer Portal Pro plug-in has been activated. 7

8. Step 3: WordPress Portal URL Configuration Customer Portal Pro plug-in provides functionality to create Wordpress users from the SugarCRM based on Contact creation. When any contact is going to create in SugarCRM it will also creates Wordpress portal user using the Configured Wordpress URL. For Wordpress portal URL configures, go to Administrator Page and click to the “WordPress URL Setting” link of the “Portal Configuration” section. This will open Wordpress URL Configuration page. You may have to enter your Wordpress URL and then have to click on save button. Note: Setup Wordpress portal URL is mandatory for Portal user creation from SugarCRM. Step 4: Set Portal Layout To avail SugarCRM modules into your Wordpress portal, it is mandatory to set Portal Layouts for each accessible module. Customer Portal Pro plug-in provides facility to set Portal Layouts for Accounts, Contacts, Leads, Opportunities, Calls, Meetings, Notes, Cases, Documents and Tasks modules from SugarCRM. To Set Portal layouts go to Administration >> Portal Configuration >> Configure Portal layout. By entering to this Portal Layout Setting page, you can select your desired Module for Layout setting from the dropdown. You can set Editview, Detailview and Listview layouts by drag and drop fields from left column to right column. After populating the layout, save that layout by clicking on save button at end of page. 8

9. 1)Set Edit View Layout 9

10. 2)Set Detail View Layout 10

11. 3)Set List View Layout Step 5: Set Module Accessibility for Portal Users Customer portal PRO provides feature to manage SugarCRM 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 “Wordpress User Group” from administration section. You will redirect to Wordpress User Group Module’s List View. Here, you can see “Default” Wordpress User Group already exist in the list. User can not delete this “Default” group record. . 11

12. Admin user can create different “Wordpress User Group” and define accessible modules for that group. Note: By default “Default” group will be assigned to newly created Contact record. Step 6: 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. 12

13. 3.2 WordPress Configuration Settings Step 1: Go to wp-admin side and click on sidebar menu “Customer Portal Pro” and set Sugarcrm/Suitecrm portal settings options. First, you should have to select appropriate SugarCRM version to make connection with your SugarCRM Instance. For Example, If you are using Sugar 6 then you should have to select “Sugar6 and Suitecrm” in version dropdown. Try to connect with your SugarCRM instance using correct URL and SugarCRM Admin credentials (Username and Passowrd). Note: You have to assign one role to this user. Only enable modules of this role will display in WordPress side. Step 2: After Successful connection with SugarCRM instance you can see other configuration options on same page. Portal User Group: Portal Users will get module’s accessibility based on selected group. By default Portal User has “Default” Portal User Groups accessibility. Records per Page: Portal user can see number of records at module’s Listview. Portal Logo: Your Customer portal logo image. There are also various configuration options at this page like Portal Menu Title (in mobile view), Tab Active color, Tab In-active color, Calendar Calls, Meetings, Tasks Color, Custom CSS as per your needs, Portal User Registration Mail Subject and Portal User Registration Mail Body as per Portal’s requirement. 13

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15. 4. Front Side Instructions: After completing all configurations at SugarCRM and Wordpress portal for Wordpress Protal PRO plug-in, Customer can sign-up and login to Wordpress Portal and access SugarCRM modules as the assigned Portal user group. Login: Customer can login to SugarCRM Customer portal by Scp Login. You can find Scp login page at this URL: {Wordpress Site URL}/scp-login. Sign Up: Customer can sign-up to the Wordpress Portal by click on “Sign Up? Click here” link at Scp Login Page. On click this link will redirect customer to sign up page as below. Sign up Customer will checks, any customer registered with same username and email address? If user not exists in the system then it will create a record to the SugarCRM at Contacts module. 15

16. After successful registration user will be redirect to login page. Now user can login to portal with their Username and Password. Note that, Login customer can access only those modules which are available at their assigned Portal user group. Forgot Password: Scp Portal user can get their login password on email address entered at Forgot Password page, if username and email address exists. List Page: You can login with this contact user on scp login. You can see modules, which are assigned to admin role set at SugarCRM side, by default you can see list which is as below if account module is enabled. You can also search, edit, view and delete data from this page. 16

17. Add Page: You can add data by clicking on left sidebar menu add link of particular module. Detail Page: You can view details from listing page by clicking on first column record link. You can search, add, edit and delete same as example of accounts module. Also you can set Case-Note attachment relationship. 17

18. Calendar Page: You can view Calls, Meetings and Tasks on calendar for particular date with time. Description: This WordPress plug-in can help Customer Portal Pro users to manage their customers’ complaints and grievances easily by offering them an interface to lodge their complaint, which they can use to find the current status and follow ups of their lodged complaints also. Use Plugin’s short code to make sign-up form: [scp-sign-up] Use Plugin’s short code to make sign-in form: [scp-sign-in] Use Plugin’s short code to make forgot-password form: [scp-forgot-password] Use Plugin’s short code to make profile form: [scp-profile] 18

19. 5. Technical Support We accept all kinds of SugarCRM queries and provide customized SugarCRM solution, focusing on distinct business requirements! We provide full-fledged technical support! Get in touch filling in our online message form to contact our support team or shoot us an email at support@biztechconsultancy.com. Your IT Partner, With You Anytime, Anywhere! You may also like 19

20. 6. About Biztech Consultancy We simplify your business, offering unique business solution in digital web and IT landscapes. Our core expertise includes SugarCRM Expertise We specialize in Creating Useful and Mission-Critical SugarCRM plugins! Whether it is Plugin Development Customization Integration Maintenance Up-gradation You can trust our expertise! 20

21. support@biztechconsultancy.com sales@biztechconsultancy.com www.biztechconsultancy.com 21