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Configuration

I- Configuration access:

Click on Configuration link in the left menu or on the Configuration shortcut in the Control Panel of SugaryCB



II- Configuration:


1- CRM Information:

Here you can enter the following CRM information

a- CRM URL installation
b- CRM Username
c- CRM Password

The button "Check the CRM Information before saving" allows you to check the information you have entered before saving

- Important:
a- Make sure that you have correctly installed and configured your CRM, and if there is no problem in your CRM SOAP.
b-
Make sure that you have created the User in your CRM.

2- Setup your CB Events and CRM Operations:

# CB Events CRM Operations
Operations
Modules
1 When the user is registered - Do no thing
- Create
- Lead
- Contact/Account
2 When the user registration is confirmed - Do no thing
- Create
- Convert lead to Contact
- Add to campaign
3 When the user registration is approved - Do no thing
- Create
- Convert lead to Contact
- Add to campaign
4 When the user profile is updated - Do no thing
- Update
5 When the user is deleted - Do no thing
- Delete

- Important:
Your CB configuration should be in accordance with your SugaryCB configuration (CB Events setting)

3- The access from the CRM to Joomla:

In case you use the product SugaryCBClientServer and if you want limit the access from SugarCRM to Joomla only for one IP, you can enter this IP into the Allowed IP.

4- General:
This section allows you to setup :
a- Logs: Enable/Disable logs.
b- Assistance: Allows you to get notices and messages that help you when using SugaryCB.
c- SugaeyCB latest versions announcements