interact with wordpress

  • Resolved tux

    (@gnuista)


    8 years, 2 months ago

    I do not know how to interact with wordpress / woocommerce and suitCRM users ??
    Ubuntu 16.04 lamp environment (wordpress and woocommerce) and sugarcrmsuitecrm-customer-portal plugin configured correctly (Connection successful.)

    Follow below steps to create these fields in CRM >

    1. Create ‘username_c’ and ‘password_c’ fields in Contacts
    * Go to Admin -> Studio -> Contacts Module -> Fields -> Add Field
    1. Give name and label of the field.
    2. Check Required checkbox and click Create.
    3. Both fields should be of varchar type.
    4. Follow this process for both the fields.

    2. Place both the fields in Editview and Detailview.
    * Go to Admin -> Studio -> Contacts Module -> Layouts -> EditView/DetailView
    1. Drag and Drop field from left side panel to desired place.
    2. Follow same steps for both Edit and Detail View.

    Installed packages > WordPress 4.6 | Woocommerce 2.6 | SuiteCRM 7.7.8 | SugarCRMsuite-customer-portal 2.0

    Thanks!

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author AppJetty

    (@biztechc)

    Hi ,

    Sorry for delay.We have mentioned settings for wordpress side for enabling portal in installation tab.

    Click on customer portal menu from left side in admin area.Set desired settings.

    Portal Name: Add your portal name
    Version: Select SugarCRM version
    REST URL:
    SugarCRM Version 6:- {SugarCRM Site URL}
    SugarCRM Version 7:- {SugarCRM Site URL}
    SuiteCRM Version 7:- {SuiteCRM Site URL}
    Username: Add your SugarCRM admin username
    Password: Add your SugarCRM admin password

    Once the connection gets successfully created,you can access any page from front and process further.

    Hope this helps.
    Thanks.

    Thread Starter tux

    (@gnuista)

    Hi,

    Portal Name: Add your portal name
    Version: Select SugarCRM version
    REST URL:
    SugarCRM Version 6:- {SugarCRM Site URL}
    SugarCRM Version 7:- {SugarCRM Site URL}
    SuiteCRM Version 7:- {SuiteCRM Site URL}
    Username: Add your SugarCRM admin username
    Password: Add your SugarCRM admin password > connection successfully

    The connection works from the first day after configuring from wordpress, I still do not understand how the plugin works, how users interact between suiteCRM and woocommerce

    thx!

    Plugin Author AppJetty

    (@biztechc)

    glad to here that plugin is working fine for you ??

Viewing 3 replies - 1 through 3 (of 3 total)
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