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Thread: Client Login Area

  1. #1
    mivas is offline Junior Member
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    Default Client Login Area

    Hey, ive just stumbled accross SugarCRM and its great. Its exactly what im looking for.except for one thing which i cant see SugarCRM has. Im looking for a client login area where clients can log in, view invoices, time spent working on their projects and billing and payment options. Is there an addon for SugarCRM which will provide these features?

    Thank for helping,
    Kind Regards,
    Mivas

  2. #2
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    Default Re: Client Login Area

    Hi there.
    Sugar Professional has a Customer Portal that might be of interest to you. You can learn more about it here.
    Susie Williams

  3. #3
    mivas is offline Junior Member
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    Default Re: Client Login Area

    Quote Originally Posted by susiewilliams
    Hi there.
    Sugar Professional has a Customer Portal that might be of interest to you. You can learn more about it here.
    Thanks, that really does look great. Are there any addons like this for the community edition?

    Thanks

  4. #4
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    Default Re: Client Login Area

    SugarForge.org is the place to look for projects that have been built by the community; SugarExchange is the place for commercially-built add-ons. Check out those sites for extras.
    Susie Williams

  5. #5
    mivas is offline Junior Member
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    Default Re: Client Login Area

    Quote Originally Posted by susiewilliams
    SugarForge.org is the place to look for projects that have been built by the community; SugarExchange is the place for commercially-built add-ons. Check out those sites for extras.
    thanks for the informations. However, im still thinking about choosing sugarcrm pro, is there a customer self service portal demo which i can take a look at. If not does the customer self service portal support invoice viewing?

  6. #6
    Markku's Avatar
    Markku is offline Sugar Community Member
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    Default Re: Client Login Area

    Hi Susie,

    I believe that Customer Portal is included with and supported on the Enterprise version only.

    Best,

    - Markku
    Quote Originally Posted by susiewilliams
    Sugar Professional has a Customer Portal that might be of interest to you.
    Last edited by Markku; 2008-02-29 at 05:38 AM.

  7. #7
    REByers is offline Sugar Community Member
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    Default Re: Client Login Area

    I have been in discussion with sugar for several days now and I have been told (by one of the directors) that the portal is now enterprise only, from 5.0 onwards.

  8. #8
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    Default Re: Client Login Area

    My mistake...I was going off some older information.
    Susie Williams

  9. #9
    RickM is offline Sugar Community Member
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    Default Re: Client Login Area

    Hmmm... where does this leave us folks who have bought Pro and Portal already??

    I'm guessing we'll be grandfathered in, but I would like to hear the official response...

    Thanks!
    Rick

  10. #10
    jyim's Avatar
    jyim is offline Sugar Team Member
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    Default Re: Client Login Area

    The Self-Service Portal is available for use with Sugar Enterprise. It is not available for use with Sugar Professional at this time.

    If you have any specific questions about this, please feel free to send me a message.

    Jennifer Yim
    Senior Product Manager
    SUGARCRM Inc.
    Home: http://www.sugarcrm.com | Live Demo: http://www.sugarcrm.com/sugarcrm

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