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Before starting a Package installation to your SugarCRM instance please make sure you have the following data at hand:
Licensing Package installation (zip file provided by FayeBSG).
Product installation package (zip file provided by FayeBSG).
License Key
NOTE: Before installing your chosen package to your SugarCRM instance you have to install a Licensing Package.
For installing both the Licensing and Package packages please follow the below steps:
Log in to Sugar as a user with a User Type of System Administrator User.
Open the menu next to your profile picture and select Admin
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3. On the Administration page, scroll to find the Developer Tools section.
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4. Select Module Loader
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5. Press the Choose File button and select the .zip file provided to you by Faye. After you have selected the file, press the Upload button.
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6. In the list of available modules to be loaded, find the item labeled FBSG | Sugar Messagingthat you just uploaded. Press the Install button.
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7. You will be presented information about the End User License and Readme file. After reading the License, press the Accept option followed by pressing the Commit button.
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After completing the install, return to the Administration page again. On the Administration page, scroll to find the Sugar Messaging section.
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Select Sugar Messaging Configuration
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Follow the on-screen prompts and resolve any errors that may be discovered.
Enter the License Key as provided by Faye
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Once your license has been entered and you have saved your configuration. Return to the Administration page. On the Administration page, scroll to find the Sugar Messaging section.
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Select Phone Numbers
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In the Phone Number menu at the top, select Download Phone Numbers
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Assign Users to Outbound Phone Numbers
Select a Phone Number
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In the User’s panel at the button select Link Existing Record
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Select the User’s which you would like to assign the phone number. Users can change their outbound phone number from the footer, by selecting Messaging
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8. Perform a Quick repair and rebuild. In the ‘System’ tab choose Repair and then on the next page Quick Repair and Rebuild.
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Repeat steps 1 through 8 for the loadable Zip file for your add-on Package.