This page will guide you through configuration and basic use of the Level365 CRM Connect Sugar CRM Add-in. It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.
Sugar CRM and the database used to store your contact data should already be installed and working normally before proceeding with this integration.
Level365 CRM Connect must also be installed already with the initial configuration completed.
Information You'll Need
- Windows account username and password
- Sugar CRM URL, username and password (if password protected)*
*Instructions on where to find this information are given below if required.
Configuration
Right-click the Level365 CRM Connect tray icon in the system tray menu and then left-click the Configuration option from the menu that pops up, this will open the 'Configuration' screen. In the 'Integration' area, click the Add new button, select Sugar CRM from the 'Type' drop-down box and then click the Set button.
On the Configuration group, enter your Sugar account login information.
In the 'URL' text box, enter the unique web address you go to to access your Sugar account online e.g. http://www.sugarcrm.com/xample1234/. This will have been emailed to you when you signed up.
In the 'Entities’ section, select the Sugar CRM account contact types you want to be used by ticking the corresponding boxes. In the list will be the standard entities, or press the ‘refresh’ button to update the list with the entities you have created within Sugar CRM.
Click the Save button to store the information you've entered and apply the configuration.
Testing
To test if the configuration worked, enter a phone number from your Sugar CRM account into the 'Telephone' box in the 'Integration test' area and click the Search button. The results will be displayed after a few seconds.
If the test does not work, go to the 'Log' page of configuration and see if there are any errors in the log.
Activity Logging
This option allows you to attach details of the call with the associated contact, either manually or automatically.
Under the heading 'Data Connection', check the box 'Create activity on call end' to automatically log the call activity to the contact in Sugar CRM or, to manually log the call activity, check the box 'Show activities on Call' Window. When the caller's number is recognized within Sugar CRM, this will present an additional button within the Level365 CRM Connect call preview window. Pressing this button will open an activity / note taking window in Sugar CRM, pre-populated with important call details.
It is advisable to only select one of the two options.
Click the Save button to store the information you've entered and apply the configuration.
Please note, the above activity logging features may not yet be available in your version of the Level365 CRM Connect.