www.biztechconsultancy.com sales@biztechconsultancy.com Page 1

SugarCRM Customer Portal Pro

www.biztechconsultancy.com sales@biztechconsultancy.com 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 sales@biztechconsultancy.com 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 sales@biztechconsultancy.com 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 sales@biztechconsultancy.com 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 sales@biztechconsultancy.com 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 sales@biztechconsultancy.com 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 sales@biztechconsultancy.com 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 sales@biztechconsultancy.com 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 sales@biztechconsultancy.com Page 10