CRM Modules: Accounts & Contacts

CRM Modules: Accounts & Contacts

The CRM plugin adds a new panel to the detail view as well as a ‘publish’ button.

 

 

Required Fields for Accounts:

 

The following fields are used in the portal when publishing accounts.  We recommend you make these required fields within the CRM.

 

  1. Login to your SugarCRM/ SuiteCRM dashboard and go toAdmin>>Studio>>Accounts>>Fields
  2. Set the following fields as ‘Required’.
    • Name
    • Email

 

 

NOTE:  The ‘Account’ is not used for email notifications.  Email notifications will go to the client contact.  The account email is used as a unique identifier.

 

Required Fields for Contacts:

 

The following fields are used in the portal when publishing accounts.  We recommend you make these required fields within the CRM.

 

  1. Login to your SugarCRM/ SuiteCRM dashboard and go toAdmin>>Studio>>Contacts>>Fields
  2. Set the following fields as ‘Required’.
    • Name
    • Email