SugarCRM Portal for TRIBiQ CMS

SugarCRM Portal for TRIBiQ CMS is a plugin for our CMS which allows you to easily interface with the SugarCRM customer relationship management system.

This makes it easy to establish a CMS managed web site or extranet, with the Sugar CRM on the back-end to manage your customers.

SugarCRM Portal for TRIBiQ CMS 5 supports:

• easy integration with a SugarCRM installation (SugarCRM is Open Source)
   
• a customer contact or sign-up form on your Tribal CMS site, so that a form submission creates a Contact on SugarCRM
   
• the Contact will be created with a History Note, indicating how the Contact was created.
   
• Download SugarCRM Interface for TRIBiQ CMS 5.0
   

License

This plugin is available under the GNU General Public License.

Installation

To install:

1. Download SugarCRM Interface for TRIBiQ CMS 5.0
    
2. go to the TRIBiQ CMS template family you would like to use SugarCRM with, locate the /includes folder
    
3. unzip/untar the sugarcrm.inc.php file to this directory
   ensure it has the correct permissions (chmod 644 on Un*x)
    
4. Ensure that your template family uses a template-family specific contact_form_functionality include rather than the one found in templateincludes/
   
   You can create one by copying: templateincludes/contact_form_functionality.inc.php
   
   to:
   template-family/includes/contact_form_functionality.inc.php
   
   and updating your Contact Form Template to use this new include.
5. locate either:
   
   template-family/includes/contact_form_functionality.inc.php
   
   To embed SugarCRM Functionality in your chosen contact form functionaility template:
   
   <?php include "sugarcrm.inc.php"; ?>
    
6. You must now add the right conenction details to sugarcrm.inc.php
   
   Edit the following lines:
   
   connect_to_database
("DATABASE_HOST","DATABASE_NAME","DATABASE_USER","DATABASE_PASSWORD");

mysql_select_db
("DATABASE_NAME",$link);

modified_user_id = 'YOUR_USER_ID',
assigned_user_id = 'YOUR_USER_ID',
created_by = 'YOUR_USER_ID',
lead_source = 'MY_WEBSITE_NAME',
    
7. This template families contact form will now submit details to SugarCRM.