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SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable, and affordable customer relationship management (CRM) solution on the market. FayeBSG’s
Sugar Messaging is a messaging integration for Sugar users that can send personalized text and multimedia messages to the people in your Sugar database. With Sugar Messaging, you can create rich text and multimedia messages without a single line of code.
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About this guide
This guide covers all areas of the Faye Sugar Messaging product that relate to setup and general administration. It is intended to be used by the CRM admin responsible for setting up or managing the Sugar Messaging product for their company.
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This section covers the installation of the Sugar Messaging plugin for SugarCRM and how to configure and administer access to SMS numbers to users within Sugar.
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Installing the Sugar Messaging plugin for SugarCRM
Log in to Sugar as a user with a User Type of System Administrator User.
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Sugar system administrators have access to all Phone numbers by default. Regular users will need to be associated to Phone number records in order to see them in the Messaging footer popup. |
Setting the default country
When Sugar Messaging has been installed the default country is the US; this can be changed for installation in other countries.
Admin->Connectors
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Select Set Connector Properties
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Select the Ytel Tab
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Update the 2 letter country code.
Support
Support for the FayeBSG Sugar Messaging product is provided by the FayeBSG support team. The FayeBSG Support team can be contacted via email at support@fayebsg.com.
Should you contact the support team with an issue or question please also include the following information that will allow us to better address your enquiry:
Your company name
Explanation of your issue or question
For more information about FayeBSG visit our website at https://fayebsg.com