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USER MANUAL
SuiteCRM / SugarCRM
Customer Portal for Joomla
Version: 1.1
Joomla Compatibility:
Joomla: 3.x
SuiteCRM Compatibility:
SuiteCRM: 7.4* to 7.9*
SugarCRM Compatibility:
Community Edition: 6.5* to 6.5.25
Professional Edition: 6.5* to 7.9*
Enterprise Edition: 6.5* to 7.9*
TABLE OF CONTENTS
Introduction ...................................................1
Benefits of Customer Portal ..........................1
Installation .....................................................2
Joomla Manual Plug-in installation ...............2
Plug-in Configuration .....................................4
Joomla Configuration Settings .......................4
CRM Fields Creation ......................................7
Front Side Instructions ..................................8
Contact Us ...................................................14
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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Introduction
SuiteCRM / SugarCRM Customer Portal for Joomla is a free add-on for Joomla that lets Joomla website
owners add a customer portal in their website with Suite or SugarCRM as the backend framework and
Joomla as the front-end interface. With this portal add-on your customers will be able to log into their
accounts and create support or complaint cases that they want to be addressed. Through the cases
module of your CRM you will be able to get details of all the open cases and address them as per their
priority.
Benefits of Customer Portal
• With a CRM integrated portal, you can provide better customer experience by quickly following up
and resolving on all open cases and support requests.
• As the customers place their own request, there are less chances of ambiguity and
miscommunication.
• Our Portal add-on integrates your existing Suite/SugarCRM with Joomla systems. So, you don’t have
to invest anything in creating a support portal for your customers.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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Installation
Joomla Manual Plug-in installation • Login to your Joomla admin account and navigate to
Extensions -> Manage -> Install.
• To install the package, click on ‘Choose File’ and select the extension package.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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• Now click on ‘Upload & Install’.
• Once the extension is uploaded & installed successfully navigate to Extensions -> Manage and
enable the extension.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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• To enable the portal, find the extension from the list of extensions, select the extension and enable
it.
Plug-in Configuration
Joomla Configuration Settings
• Go to Joomla dashboard and navigate to Components -> Customer Portal to configure the portal.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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• To Configure Select your Suite/SugarCRM Version and enter your CRM instance URL including the
Rest URL of the respective version of your CRM
Rest URL for Suite/Sugar CRM Versions will be as follows:
SuiteCRM Version 7: {SuiteCRM Site URL}/service/v4_1/rest.php
SugarCRM Version 6: {SugarCRM Site URL}/service/v4_1/rest.php
SugarCRM Version 7: {SugarCRM Site URL}/rest/v10/
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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• Now Enter your CRM admin credentials (Username and Password).
• There are also various Portal Options on this page like records per page you wish to display on main
menu, Set Portal Logo, and Set Portal Name as per the need.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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CRM Fields Creation
Create Username and Password Fields:
• Create Username and password Fields from Suite/SugarCRM Studio.
• Add two fields (i.e. User Name and Password) in Contacts module.
Note: For Username, Field Name should be ‘username’ and for Password it should be ‘password’.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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Front Side Instructions
After completing all configurations at Suite/SugarCRM and Joomla for Customer Portal, Customer can
sign-up or login to Customer Portal and access Suite/SugarCRM modules as the assigned Portal user group.
Login:
• Directly login to the portal using your portal credentials.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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Sign Up:
• Customer can sign-up to the Customer portal by clicking on ‘Sign Up Now!’ link on the Login Page.
On clicking this link will redirect customer to sign up page as below.
• A new user can directly sign-up from the portal. The credentials will be verified to check whether
any customer has been registered with same username and email address. If any such user does
not exist in the system then a user will be created in Joomla and Suite/SugarCRM contacts module.
• Note: Already existing customers on both sides (Joomla and Suite/Sugar) won’t get the access for
customer portal automatically on installation.
• On Sign up, it will check if any customer is registered with same username and email address? If no
such user exists in the system then it will create a record in the Suite/SugarCRM’s Contacts module.
After successful registration user will be redirected to the login page. Now user can login to portal
with their Username and Password.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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Forgot Password:
• Portal user can retrieve their login password using the ‘Forgot Password’ Option. Firstly, click on
‘Forgot Password’ option and enter your username and email address, then click on ‘Submit’ button
and you will receive your password on your email.
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Edit Profile:
• Click on the ‘Edit’ button from the menu and view your details.
• On clicking ‘Edit’ button you will be redirected to the Profile page and you can edit your details from
here.
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List View:
• Navigate to Case module and you will be able to see the list of cases. You can search a case from
the list view, delete it or update it.
• You can also add a new case. To add a new case click on the ‘Add Case’ button.
USER MANUAL: SuiteCRM / SugarCRM Customer Portal for Joomla
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Add Case:
• Add a new record in a module from the portal and it will get reflected in the Suite/SugarCRM.
Detail Page:
• Click on the ‘View’ button from the List View and view the details of a record. You can edit that
record or delete it from the detail view.
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Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes.
Customization: If you would like to customize or discuss about additional feature for Customer Portal, please write to
Live Chat
• Get instant support with our Live Chat.
• Visit our product page at: https://www.appjetty.com/sugarcrm-joomla-customer-portal.htm
Or
https://www.appjetty.com/suitecrm-joomla-
customer-portal.htm
and click on the Live Chat button for instant support.
Tickets
• Raise tickets for your specific question!
• Send an email to [email protected] Or
you can login to your account @
www.appjetty.com and click on My Support
Tickets on your account dashboard, to get
answers to your specific questions.
