• Best way to mass assign portal user accounts?

    Hi everyone. We are starting to use the Sugar Portal for case management. But we have 40,000 contacts in the system, most of which will need to be setup with a portal login. Is there any way to mass automate the signup process? We do not allow them…
  • Assigning Customer Service Cases to Different Users via the Sugar Portal

    Hello everyone, I would like to ask for your assistance regarding a prospect. The prospect is a customer of a supermarket chain, and their use case involves creating customer service cases. The customer service team needs to have the ability to create…
  • Portal issue with custom module create records

    Hi, I have created custom module in sugar and add that module into sugar portal. I have followed all the steps given in this blog post: sugarclub.sugarcrm.com/.../adding-a-custom-module-to-the-customer-portal Module display in the portal. When…
  • SSO Configuration with Sugar customer service support & Admin portal 10.1.0 with Okta

    I've Managed to set up SSO to the sugarAdmin page using okta, although the what i would like to achieve is to also let users from the customer support portal sign in using Okta's SSO.for this i notice that i can tweak the SAML settings. some time…
  • Is it possible to add custom Dashlets to the main page of the Portal?

    Hello, When logging into the Portal in 10.0.1, we are presented with the Nav Bar, Search w/ Case Deflection, and 3 Dashlets: "All Open Cases", "Recently Resolved Cases", and "Knowledge Base Categories & Published Articles". Is it possible to add a custom…
  • How to: disable modules in portal

    The "Configure Portal" section of https://support.sugarcrm.com/Documentation/Sugar_Versions/7.9/Ent/Administration_Guide/Developer_Tools/Sugar_Portal/ implies that modules can be disabled in the self-service portal, but does not describe how. How can…