SuiteCase Portal: SuiteCRM Ticket System

Upon purchasing SuiteCase Portal: SuiteCRM Ticket System, you will receive a zip file. Extracting this file will provide three zip files:

1. suitecrm_contacts_customization.zip - This is the standard plugin to install in SuiteCRM.
2. suitecrm_contacts_customization_no_layout.zip - This is an alternative to the standard plugin above, without layout customization, in case you already have a customization on your contacts module. This will require manually adding the fields to the views.
3. portal.zip - This is the SuiteCase Portal.

Installing the plugin

If you didn't make any customizations to your Contacts module, whether from the Studio or a plugin you installed, then it's safe to install suitecrm_contacts_customization.zip. If you did make customizations to the Contacts module, then go with suitecrm_contacts_customization_no_layout.zip.

Installing suitecrm_contacts_customization.zip

Warning: Installing this plugin will reset any customizations you made to the Contacts layout. If you did customize your Contacts module layout, install suitecrm_contacts_customization_no_layout.zip instead.

1. Go to Admin -> Module loader upload and install suitecrm_contacts_customization.zip
2. Now you need to repair your SuiteCRM instance, Go to Admin -> Repair -> Quick Repair and Rebuild, make sure to scroll down the result page.
3. If you find a few fields that are not synced with the database like the screen above, click Execute.

Installing suitecrm_contacts_customization_no_layout.zip

Use this package if you have layout customizations in the Contacts module you want to preserve.

1. Go to Admin -> Module loader upload and install suitecrm_contacts_customization.zip
2. Now you need to repair your SuiteCRM instance, Go to Admin -> Repair -> Quick Repair and Rebuild, make sure to scroll down the result page.
3. If you find a few fields that are not synced with the database like the screen above, click Execute.
4. Go to Admin -> Studio find the contacts module and then Layouts.
5. You need to edit both Edit View and Detail View, click on Edit View to start.
6. Add a new panel and add a couple of rows to it.
7. Look for three fields with the names: SuiteCase Portal Active? , SuiteCase Portal Username, and SuiteCase Portal Password.
8. Add those fields to the newly created panel.
9. Repeat with Detail View.

Installing SuiteCase Portal: SuiteCRM Ticket System

Before you start you need to create a new user for the portal on your SuiteCRM instance, the portal will use this user to connect to SuiteCRM.

1. On your webserver extract the content of the portal.zip file to a directory in your publicly accessible webroot.
2. Navigate from your browser to the newly created directory (Example: https://mydomain.com/portal/).
3. You will see the installation page.
4. Fill in the form and click install.
5. Next check the admin guide for how to give access to you contacts.