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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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Info

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