WordPress SugarCRM Customer Portal Pro Plugin

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sales_at_biztechconsultancy.com
USER GUIDE Customer Portal Pro Compatibility Suga
rCRM Professional Enterprise Edition 7.5.x
WordPress 4.3, 4.4
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• Index
• Prerequisites. 3
• Installation 4 2.1 SugarCRM Plug-in
  Installation ..
  .4
• 2.2 Wordpress Manual Plug-in Installation
  ..5
• 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

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• 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.

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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 AdwiYist?atioY page aYd
ÐliÐk oY ?Module Loade?? to iYstall the paÐkage.
Step 2 Browse the SugarCRM Pakage zip file aYd
ÐliÐk oY ?Upload? duttoY uYde? Module
Loade? screen.
Step 3 Afte? uploadiYg paÐkage, ÐliÐk oY the
?IYstall? duttoY to iYstall the paÐkage.
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Step 4 CliÐk oY ?Cowwit? duttoY to fiYish the
iYstallatioY. Afte? suÐÐessful iYstallatioY you
ÐaY see ?Wo?dp?ess Custowe? Po?tal P?o? 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 ?Repai?? liYk, theY ÐliÐk oY ?QuiÐk
Repai? aYd Reduild? 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 ButtoY.
CliÐk oY ?Add Ne?? duttoY ?ill ?edi?eÐt you to
Add Plugins Page.
Step 2 OY ?Add PlugiYs? Page you ÐaY see the
Upload Plugin option. Click on Upload
Plugin button allows you to Browse the
WP-Plugin-Package zip and Install Plugin.
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Step 3 Go to Installed Plugins screen. Here, you
can see SugarCRM Customer Portal Pro Plugin was
successfully installed. But still its
IYaÐtie. Step 4 Click on Activate Plugin to
activate this newly installed plugin.
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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 ÐaY see
the ?Portal Configuration? seÐtioY oY this page.
Now click on Configuration link, this will
re-direct you to Portal Configuration tab. Enter
License activation key for the Customer Portal
Pro plug-in provided by Biztech Store. Validate
you? liÐeYse dy p?essiYg the ?Validate? duttoY.
Now, Your Customer Portal Pro plug-in has been
activated.
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Step 3 WordPress Portal URL Configuration Custom
er 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 aYd ÐliÐk to the ?WordPress
URL Setting? liYk of the ?Portal Configuration?
seÐtioY. 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 gtgt Portal Configuration gtgt
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.
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1) Set Edit View Layout
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2) Set Detail View Layout
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3) Set List View Layout
Step 5 Set Module Accessibility for Portal
Users Customer portal PRO provides feature to
waYage uga?CRM Modules aÐÐessidility for their
Wordpress portal users. You can decide access of
which module should be provided to which customer
by Wordpress User Group module. CliÐk oY
?Wordpress User Group? f?ow adwiYist?atioY
seÐtioY. You ?ill ?edi?eÐt to Wordpress User
Group Modules List View. He?e, you ÐaY see
?Default? Wordpress User Group already exist in
the list. Use? ÐaY Yot delete this ?Default?
g?oup ?eÐo?d. .
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Admin user can create different ?Wordpress User
Group? and define accessible modules for that
group. Note By default ?Default? group will de
assigned to newly Ðreated ContaÐt reÐord. 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 -gt Studio -gtContacts
-gtLayouts-gtRecord and Drag and drop those fields
in Record View and click on Save and Deploy
button.
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3.2 WordPress Configuration Settings Step 1 Go
to wp-adwiY side aYd ÐliÐk oY sideda? weYu
?Custowe? Po?tal P?o? aYd 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
• ?uga?6 aYd uiteÐ?w? iY e?sioY d?opdo?Y.
• 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 Po?tal Use?s ?ill get
  wodules aÐÐessidility dased oY seleÐted
• group. By default Po?tal Use? has ?Default?
  Po?tal Use? G?oups aÐÐessidility.
• Records per Page Portal user can see number of
  ?eÐo?ds at wodules Listie?.
• 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
  pe? Po?tals ?e?ui?eweYt.

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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 Wo?dp?ess
Po?tal dy ÐliÐk oY ?igY Up? CliÐk he?e? liYk
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.
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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.
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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.
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Calendar Page You can view Calls, Meetings and
Tasks on calendar for particular date with time.

• Description
• This WordPress plug-iY ÐaY help Custowe? Po?tal
  P?o use?s to waYage thei? Ðustowe?s 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 PlugiYs sho?t Ðode to wake sigY-up form
  scp-sign-up
• Use PlugiYs sho?t Ðode to wake sigY-in form
  scp-sign-in
• Use PlugiYs sho?t Ðode to wake fo?got-password
  form scp-forgot-password
• Use PlugiYs sho?t Ðode to wake p?ofile fo?w
  scp-profile

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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_at_biztechconsultancy.com. Y
our IT Partner, With You Anytime, Anywhere! You
may also like
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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!
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support_at_biztechconsultancy.com sales_at_biztechconsul
tancy.com www.biztechconsultancy.com
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