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What modules are available for Sugar Portal?

Adam Adkins

I'm looking into possible uses for Sugar Portal, but can't seem to find a definitive answer on what all I can do with it. Can I choose certain modules to use or is it confined to a select list?

Thanks.

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  • 0 in reply to André Lopes

    Standard modules available are Cases, Bugs and Knowledgebase as well as a Profile section which links to the logged in user's contact details. Communication is carried out using the Notes module (not Email). We are completing our implementation at the moment.

    Area that really needs improvement is providing the logged in user the ability to create filters and customise views.

    You will need to use Workflow and/or Advanced Workflow to notify customers/users of updates as they occur and for follow ups when action has not occurred. Most likely need a Workflow to handle Portal Registrations as well. There is a limitation in Advanced Workflow of not being able to notify recipients (as distinct from users which works fine). This means you need to use Workflow to notify recipients until Advanced Workflow is improved in that regard.   

  • 0 in reply to André Lopes

    Hi Andre,

    Can you give an example of the other modules you've done this with? I think we'd be thinking (maybe) contacts and opportunities.