What modules are available for Sugar Portal?

Hi Adam Adkins 

It is possible to publish on Sugar Portal other built in modules and custom modules as well. It requires some ugrade safe coding.

We have done it before, let me know if we can contribute to your project somehow.

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.   

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.   

Hi Greg,

Thanks for the headsup. We're still kind of working through exactly what we'd want, as I'm sure you can imagine.

Is there a way to automatically assign the lead its username and password without going in and manually entering it?  Can you do that through workflow as well?

By default Sugar Portal has modules aka cases, bugs, knowledge base etc. It has custom modules aka contacts, opportunity as well. You can select according to your requirement. Sugar CRM customer portal in WordPress has modules documents, meetings, notes, accounts, calls etc with role base access.