Como a comunidade SuiteCRM - eles fornecem relatórios de bugs, correçõese testes. A Comunidade está no centro de qualquer projeto Open Source e isso não é diferente com o SuiteCRM. A cada nova versão a comunidade cresce e com ela os benefícios do ecosistema Open Source.

Jason Eggers desenvolveu o Security Suite. O Security Suite permite controlar o que os usuários podem acessar. Ele permite que os dados sensíveis sejam visualizados por equipes específicas (grupos)no SuiteCRM. O SecuritySuite oferece alternativas para que você configure o SuiteCRMconforme suas necessidades. Escolha entre uma série de opções de atribuição automática para garantir que os usuários possam sempre acessar os dados específicos de sua alçada. Jason e sua equipe têm contribuído muito para a seção Security Suite desta documentação, para que você conheça a aplicação por dentro e por fora, esta seção é de grande ajuda. A versão premium do Security Suite está disponível emSugarOutfitters. O SugarOutfitters fornece add-ons incríveis, fora de série. Visite o site para obter uma lista completa de módulos terceiros disponíveis para SuiteCRM.

Dale Murray é o Consultor Principal da SalesAgility. Dale escreveu as guias originais para OpenSales, OpenWorkflow, OpenPortal, OpenEvents e Reschedule. Todos estes módulos foram originalmente desenvolvidos como extensões para o SugarCRM Community Edition, mantidos pela SalesAgility. Cada guia foi totalmente atualizada para incorporar novas funcionalidadespara estes módulos, tornando-os disponíveis também para o SuiteCRM.

SuiteCRM é um fork do popular software de Customer RelationshipManagement (CRM) SugarCRM , desenvolvido e mantido pela SalesAgility. É uma aplicação alternativa livre e de código aberto. Foi lançado em 21 de outubro de 2013 na versão 7.0. A última versão estável até o momento da publicação deste Guia do Usuário é a 7.3.1.

O SuiteCRM já foi baixado mais de 500.000 vezes desde o lançamento. Ele foi adotado pelaNHS (National Health Service), que procura promover o uso de sistemas “open source” no serviço nacional de saúde da Inglaterra.

Uma das presmissas do projeto SuiteCRM é que toda linha de código escrita no sistema estarádisponível em regime de software livre. Desta forma, sempre será uma alternativa open source da classe empresarial, frente aos sistemas proprietários.

Com mais de 300 implantações de SuiteCRM e diversos projetos referentes, a SalesAgilityé referência mundial em CRM de código aberto. Os clientes incluem governos, pequenas e médias empresas em nível global.

''"Nosso objetivo é inovar e oferecer soluções avançadas em SuiteCRM acompanhando sempre o crescimento da oferta de serviço esuporte ao cliente."''

O Guia do Usuário SuiteCRM é dividido em vários capítulos. Estes capítulos são ordenados de forma que você progridacontinuamente o uso do CRM. Os capítulos contêm sub-seções que esclarecem qualquer dificuldade, explicando como otimizar o uso do sistema para gerir com eficácia suas vendas.

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Before logging into SuiteCRM, you can select the language you wish to use. There are many default languages for SuiteCRM and there are also additional language packs available for other languages around the world.

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In the next chapter we will cover you Wizard, which allows you to set your preferences when using SuiteCRM.  

= User Wizard =

The user wizard guides you through the configuration options available to you post login. This allows you to select many formats for data that will display in SuiteCRM, and these are specific to your user.

== Welcome to SuiteCRM ==

The first step you will see is a simple welcome page that displays once you have logged in. Click 'Next' on this page to progress to configuring your user preferences.

 

== Your Information ==

 

 

 

 

 

 

 

 

 

 

Select the Time Zone you wish to use within SuiteCRM. This allows you to tailor your use of SuiteCRM specific to where you are located globally. If you are travelling between various countries, you can change the Time Zone at any time in your User Preferences after you Wizard set-up, to allow you to view records in that Time Zone.

 

 

Select the Name Format you wish to be displayed for all Name fields within SuiteCRM. This is applicable to the various 'Person' modules within SuiteCRM, and allows you to set your preferred name format dependent on your requirement.

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Once you have specified all of your Locale preferences, click 'Next' to progress to the final step/confirmation page of you Wizard.

== Final Step ==

The final step of you Wizard provides you with multiple useful links for learning more and obtaining further support from the SuiteCRM website and dedicated team. There is a 'Back' button if you have made any mistakes you wish to amend in previous steps.

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Clicking 'Finish' will complete you wizard and will present you with SuiteCRM login form.

== Summary ==

In this chapter, we covered progressing through you Wizard. This allows you to set your preferences when using SuiteCRM.

In the next chapter, we will cover managing user accounts, which will discuss how to update user details, select themes, change passwords and more.

= Managing User Accounts =

There are many configuration options available to users once logged into the system. You can view/modify your preferences by clicking on your name in the top right section of the navigation menu.

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== User Profile Tab ==

Once you have clicked to access you preferences, you will be taken to the 'User Profile' tab which gives an overview of you credentials such as Username, First Name, Last Name, Title etc.

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Clicking on the 'Password' tab will navigate you to allow you to change your user account password. To change your password, specify a new password and confirm the new password. It is recommended that passwords are secure. The recommended minimum requirement is one upper case character, one lower case character, one numerical character and a minimum password length of 8 characters.

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If you have forgotten your password and cannot login, you can use the forgotten password functionality detailed in the Getting Started section of this User Guide.

You can easily manage what theme you are using to view SuiteCRM by navigating to the Themes Tab. This tab allows you to easily select the desired theme, and also shows a theme preview image(assuming this has also been provided with any third party or additional themes).

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== Advanced Tab ==

The advanced tab provides you with you preferences that you set during you wizard process. This gives you the ability to change any of your user preferences, if there were any mistakes or if you requires to amend these at a later date.

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You can reset your user preferences to the system default by clicking the 'Reset User Preferences' button on your profile.

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Clicking the button will prompt you to ensure you wish to reset your user preferences, with the following message: “Are you sure you want reset all of your user preferences? Warning: This will also log you out of the application.”. you can then click 'OK' or 'Cancel' to action appropriately. If you select 'OK' you will be logged out and will need to re-login to SuiteCRM application.

You can reset your home page to the system default by clicking the 'Reset home page' button on your profile. This will reset both dashlet and dashboard preferences/layouts to the system default.

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Clicking the button will prompt you to ensure you wish to reset your home page, with the following message: “Are you sure you want reset your home page?”. you can then click 'OK' or 'Cancel' to action appropriately.

== Summary ==

In this chapter, we covered managing user account. This allows you to manage your information, modify/reset user preferences and more.

In the next chapter, we will cover the Interface. The Interface is an integral part of the SuiteCRM. With the knowledge of your Interface, you can progress to learning more about SuiteCRM functionality and processes.

Before we progress to understanding the structure and functionality of SuiteCRM, we will cover the areas of your Interface so that you are familiar with terminology used when describing navigating SuiteCRM. There are many elements to your interface, so we have broken these down into various sections below.

The ability to easily view and navigate to areas of the CRM is key to improved productivity and user adoption. SuiteCRM has a clear UI which has various elements we will cover in this section.

The top navigation menu is the main menu users will use to navigate to modules to create and manage records. The standard layout for the top navigation is a list of 10 modules. The ordering for this menu is determined by the order of the modules in Admin → Display Modules and Subpanels. The top navigation menu has six elements. These are:

* Module Menu – This lists or groups the modules, dependent on the user preference. This provides the ability for users to navigate to modules within the CRM.

* Desktop Notification Count – This shows the number of desktop notifications the user has not yet read. These can be managed by the user. For full details on Desktop Notifications, see the Desktop Notifications section within this user guide.

* Global/Full Text Search – Allows users to search the CRM globally for records/data.

* User menu – This displays the user name for the user currently logged in. There is a drop down menu which gives users access to Employees, their profile, the about page and a link to logout.

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To view a module, you can click on the module name. This will take you to the list view of that module. For full details on views, read the Views section of this user guide.

Hovering over a module name will produce a drop down menu. This drop down menu displays the Actions and Recently Viewed records for that module.

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You can edit records displayed in the Recently Viewed section of the drop down menu by clicking the pencil icon. This will direct you to the edit view for that record.

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There is also a grouped tab navigation structure for SuiteCRM. Users can set this option in their user preferences. For full details on modifying user preferences, see the Managing User Accounts section of this user guide.

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The grouped tab navigation menu gives the user the ability to group modules within a tab such as the Sales Tab.

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=== Quick Create ===

You can click the plus '+' icon in the top navigation menu to access the Quick Create options. This is a list of commonly used modules with the ability to create new records within these modules from any location.

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=== Sidebar ===

The sidebar is part of the responsive theme and is a user configurable option. The sidebar can be expanded and collapsed by clicking on the button highlighted below.

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'''Actions'''

This displays the Actions for the module you are currently viewing. For example, if you are viewing the Accounts module, the actions that display are: Create Account, View Accounts, Import Accounts. This provides you with one-click access to module actions.

'''Recently Viewed'''

This section displays the last 10 records you have viewed. This leaves a breadcrumbs trail so that previously viewed records can be quickly and easily accessed via the sidebar. There is also the option to click the pencil icon, which will take you directly to the Edit View of the record.

== Home Page ==

The home page is the first page that is displayed to you post-authentication. The home page has various elements that can be used and configured such as Dashlets, Dashboards and the Sidebar.

Dashlets are user-configurable sections displayed on the home page that give you a quick overview of your records and activity immediately after login. This is particularly useful for sales and support led teams as this reduces the number of clicks required to view/modify data.

Dashlets can be dragged/dropped within the home page. You can add dashlets by clicking the 'Add Dashlets' link on the home page.

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Clicking on the 'Add Dashlets' link on the home page will open up the Add Dashlets popup which allows users to select from a multitude of out of the box dashlets.

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To add one of the dashlets, simply click on the dashlet link. This will add the dashlet to user homepage. The popup will remain if you adds a dashlet, to allow users to add multiple dashlets. Once you have added your required dashlets, you can close the popup.

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You can modify dashlets by clicking the pencil icon on the desired dashlet.

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Clicking the pencil icon will display a popup to you. This popup will contain all of the options that are configurable for the dashlet.

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Once you have made the required changes in the dashlet configuration popup, you can click 'Save' to apply the changes, or cancel if you wish to revert to the current configuration.

''Note: Some dashlets require the home page to be reloaded. For dashlets that require this, you will be notified.''

Searching is a vital aspect within the CRM as this allows you to quickly define what it is you want to see. Many CRM's will have large data sets so it is vital to you that you have a way to refine your search. In the following sub-sections we will cover the various searching options available to you.

You can search all records within the CRM using the global search functionality. You can search for records via global search by using the search bar in the main navigation menu.

 

 

 

 

 

 

 

 

Modules can be added to the global search functionality by the System Administrator.

SuiteCRM has an option to enable or disable a full text global search. The full text global search is powered by Zend Lucene search framework. The search works very similar to the standard global search, but provides the enhanced functionality of searching text in documents and other files, compared to the record-level search provided by the standard global search.  

''Note: System Administrators can enable/disable the full text search by clicking on the AOD Settings link within the admin panel.''

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This will display the AOD option to enable/disable the full text search.

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The search returns results slightly different to global search. Results are returned in order of score. Records are scored dependent on how well you match the search criteria provided by you – from 0-100%.

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Basic search is available on all modules within the CRM. Basic search, as standard, allows users to search on the record name.

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Basic search also allows users to check the 'My Items' check box. Enabling this option will only return records that are assigned to your user.

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Once a user has searched for a record, the search will be saved. This means that you can navigate to records and other modules within the CRM but the search will not be cleared. If you wishes to clear your search, you can click 'Clear' and then click 'Search'. This will clear any saved searches and return to the default result set for that module.

''Note: System Administrators can modify which fields are searchable in Basic Search within Studio.''

Advanced search is available on all modules within the CRM. Advanced search provides you with a more detailed module search functionality. As standard, there are more fields available to you via Advanced Search.

You can add further fields to the Advanced Search section by expanding the 'Layout Options' panel.

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You can click the field you wish to display/hide and click the arrows to move these fields between sections. This allows users to display/hide columns to further customise the Advanced Search section.

Advanced Searches may have many fields and specific criteria. For this reason, You can save your advanced search criteria to easily populate this in future.

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To load a saved search, you can select the saved search from the 'Saved Searches' drop down and then click 'Search'. This will return results that match the criteria specified in the saved search.

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''Note: System Administrators can modify which fields are searchable in Advanced Search within Studio.''

== Views ==

Within the CRM you will be presented with various views. These views are structured to present you with key information through the record management process. There are three main views:

All of these views have specific purposes and these are described in the sub-sections below.

This is the view that you are presented with when you navigate to your desired module.

The List View compromises of many actions that you can use to manage records. These are:

* Search Records – provides you with the ability to perform basic and advanced searches, as covered previously in the Search section of this chapter.

* Sort Records – clicking on the column name will sort the record list by that column either ascending or descending, if sorting is enabled.

* Merge Records – you can select records and select the merge option. This will begin the merge records processes. you selects a primary record and then can merge the data from the duplicate records into the primary record. Once saved, the duplicate records will be deleted and all data/history merged to the primary record.

=== Detail View ===

This is the view that you are presented with when you view a record.

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* Delete – allows a user to delete the record you are viewing. If a record is deleted, you will be redirected to the list view.

* Find Duplicates – allows you to begin the find duplicates process where you can use system functionality to find duplicate records.

* View Change Log – allows you to view changes to audited fields.

''Note: To set fields as audited and for any changes to find duplicates, contact your System Administrator.''

Hyperlinked fields can be clicked on. This will navigate you to that record.

''Note: System Administrators can select to display data in either tabs or panels. You can contact your system administrator for more information on managing layouts and views.''

This is the view that you are presented with when you edit a record.

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The edit view allows you to modify record information that is displayed on the view. This allows users to update existing data and also add/remove data. Once you have made changes on the edit view, you can click 'Save' to apply to changes or click 'Cancel'. Clicking either options will redirect you to the Detail View of the record you are editing. You can click the 'View Change Log' button. This allows users to view changes to audited fields which can be useful before making your intended changes.

We have covered the several views that you are presented with so we will now move onto record management. In this section we will cover all areas of record management so that you can efficiently store and manage customer data.

You can create records within modules from various different areas of your Interface. Detailed below are screen shots of record creation points.

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Once you clicks the create button, you will be taken to the creation screen. This is essentially the edit view that we have covered previously in you interface section. This allows you to fill in the appropriate data for that record. Fields with the red star(*) are required fields. Validation is performed so that a record cannot be saved within the CRM unless data is valid for required fields.

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Once you have populated all data for the record, you can save the record which will create the record within the module in the CRM. Once saved, you will be redirected to the detail view of the record you have created.

You can edit records within modules from various different areas of you Interface. Detailed below are screen shots of record editing points.

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Once you clicks the edit button(or pencil), you will be taken to the edit view. This allows you to edit/populate the appropriate data for that record. Fields with the red star(*) are required fields. Validation is performed so that a record cannot be saved within the CRM unless data is valid for required fields.

Once you have edited/populated the record data, you can save the record which will update the existing record with the new data populated when editing. Once saved, you will be redirected to the detail view of the record you have edited.

You can delete records within modules from both the list view and detail view. Detailed below are screen shots of record editing points.

Deleting records from the detail view is a simple process. you simply has to click the 'Delete' button.

When you click the delete button on a record, you will receive a popup which will ask you to confirm that you want to delete the record.

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you can either click Cancel or OK. Clicking Cancel will revert you back to the detail view of the record and will not delete it. Clicking OK will action the record deletion. If you selects to delete the record, the record will be deleted and you will be redirected to the module list view.

'''List View Deletion method'''

To delete records from the list view, you can select records using the checkbox option on the left hand side of the view. you can select single records or use the 'Select this Page' or 'Select All' options, to select all records from the page or all records within the module.

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Once the records are selected to delete, you can click the 'Delete button. When you clicks the delete button on a record, you will receive a popup which will display the number of records being deleted and ask you to confirm that you want to delete the record.

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you can either click Cancel or OK. Clicking Cancel will revert you back to the detail view of the record and will not delete it. Clicking OK will action the record deletion. If you selects to delete the record, the record will be deleted and you will be redirected to the module list view.

You can mass update records from the list view of any module, given this option is made available to you. To mass update records, you have to check the records in the list view and then select the Mass Update option from the dropdown menu(next to the delete link).

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Clicking the mass update option will display a screen at the bottom of the list view. This will list all fields that can be mass updated by you.  

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Once you have populated the fields you wish to mass update, you can either click 'Update' or 'Cancel'. Cancelling the mass update will cancel any changes and redirect you to the list view of the module. Clicking update will update all selected records with the changes specified in the mass update section.

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You can merge records from the list view of any module, given this option is made available to you, or via the detail view if you follow the find duplicates process.

To merge records, you have to check the records in the list view and then select the Merge option from the dropdown menu(next to the delete link).

[[Image:image63.png]]

Once you have clicked on the 'Merge' option, you will be presented with a merge screen. This will show the primary record and the duplicates that you wishes to merge with that primary record.

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you can select which record is primary using the 'Set as primary' button on the right of the merge view. you can move data from the duplicate records to the primary record using the '<<' buttons. In this example, we have moved the First Name and Last Name from the duplicate record to the primary record.

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Once you have made the required changes on the merge screen, you can click 'Save Merge' or 'Cancel'. Clicking cancel will discard the merge changes and will revert you to the list view for that module. Clicking 'Save Merge' will continue the Merge process and will prompt you to inform you that the duplicate record will be deleted.

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As can be seen from the example, the merge has completed successfully. The First Name and Last Name have been updated, and all other data has been retained.

=== Importing Records ===

You can import data to the CRM. This is made possible by SuiteCRM's easy-to-use User Import Wizard. There are many hints and tips as you progresses through the import wizard as to what is required to import data and for further steps in the wizard.

There are many features of you import wizard which make it easier for you to map data to CRM fields and also for future imports. These are:

''Note: Always import the Account data first and then import Contacts and other data related to Accounts (such as Meetings, Calls, Notes) to automatically create a relationship between the imported Account and Contacts and activity records related to the Account.''

Follow the steps listed below to import data for a module, such as Accounts:

# This displays Step 3: Confirm Field Mappings.

# Or, click Exit to navigate to the List View page of the module that you imported your records into.

You can export SuiteCRM records in .csv format. When you exports records from the CRM, you will be provided with the .csv file to download when the export has finished executing. you can save and open this file in applications such as Libre Office Calc or Microsoft Office Excel.

The .csv file displays in a tabular format with columns and rows. When data is exported from the CRM, the record ID is included with all other fields that are specified in the export list for that module. You can then use the record ID as a reference for performing a 'Create new records and update existing records' import, as detailed in the Import section of you guide.

''Note: When exporting values from drop-down lists, SuiteCRM exports the ID associated with each option and not the display labels. For example, if a drop down list has options labelled High, Medium and Low with an ID of 1, 2 and 3 – the .csv file will show the drop down options as 1, 2 or 3.''

# Select the records from the List View on the module's home page.

# To export all records listed on the page, click Select located above the item list and select one of the following options:

# This Page. To export all the records listed on the page, select this option.

# All Records. To export all records on the list (if it is more than a page long), select this option.

# The file contains all the fields in the module from which you are exporting the data.

''Note: In-line editing can be enabled/disabled for both list view and detail view. This can be done in the main System Settings for the CRM, by the System Administrator.''

You can edit record information on the list view of a module using in-line editing by clicking on a field where the pencil icon is shown.

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You can either click on the pencil icon, or double click on the field to edit the value.

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Once you have made the required change to the field value, you can either press Return or click on the 'tick'. This will save your changes. If you navigate away without making any changes, you will see a prompt warning you that you have made unsaved changes to the field being edited.

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you can either click cancel and continue editing and saving your change, or you can click OK which will discard the changes made.

=== Detail View In-line Editing ===

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You can either click on the pencil icon, or double click on the field to edit the value.

 

 

 

 

 

 

 

 

== Desktop Notifications ==

=== Enabling Desktop Notifications ===

 

 

 

 

 

 

* Meetings – Meetings you have been invited to that have popup reminders set.

 

If a user has no notifications, the notification count will show '0' to tell you you currently have no notifications to check.

 

 

 

 

If you does not click on a desktop notification when it is displayed in the browser, for example you are AFK(Away From Keyboard) your notifications will be added to the notification list which shows as a count on the main navigation bar.

 

 

 

 

 

 

 

 

 

 

 

 

* Create Account – Once clicked, a new form is opened in edit view to allow you to create a new Account record.

 

 

* To search for a Account, see the Searching section of this user guide.

* To update some or all the Account on the list view, use the Mass Update panel as described in the mass update section of this user guide.

* To duplicate a Account, you can click the Duplicate button on the detail view and then save the duplicate record.

 

 

 

 

* To update some or all the Contact on the list view, use the Mass Update panel as described in the mass update section of this user guide.

* To duplicate a Contact, you can click the Duplicate button on the detail view and then save the duplicate record.

* To merge duplicate Contacts, select the records from the Contacts List View, click the Merge link in the Actions drop-down list, and progress through the merge process. For more information on Merging Duplicates, see the Merging Records section of this user guide.

* To delete one or multiple Contacts, you can select multiple records from the list view and click delete. You can also delete a Contact from the detail view by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

 

 

 

 

 

 

 

 

 

 

 

 

 

* To close a Call, click on the 'x' icon on the Calls List View. You can also close a Call by clicking the Close button on the detail view of a Call. You can also click the Close and Create New button. This will Close the Call you are viewing and redirect you to the edit view to create a new record.

* To Reschedule a call, you can click the Reschedule button on the detail view of a Call. For a detailed guide on rescheduling calls, see the Reschedule section of this user guide.

* To delete one or multiple Calls, you can select multiple records from the list view and click delete. You can also delete a Call from the detail view by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

* To view the details of a Call, click the Call Subject in the list view. This will open the record in detail view.

* To edit the Call details, click Edit icon within the list view or click the edit button on the detail view, make the necessary changes, and click Save.

* For a detailed guide on importing and exporting Calls, see the Import and Export sections of this user guide.

* To track all changes to audited fields, in the Call record, you can click the View Change Log button on the Call's Detail View or Edit View.

 

You can access the Meetings actions from the Meetings module menu drop down or via the Sidebar. The Meetings actions are as follows:

 

* Schedule Meeting – A new form is opened in edit view to allow you to create a new Meeting record.

* View Meetings – Redirects you to the List View for the Meetings module. This allows you to search and list Meeting records.

 

 

* To update some or all of the Meeting on the list view, use the Mass Update panel as described in the mass update section of this user guide.

* To duplicate a Meeting, you can click the Duplicate button on the detail view and then save the duplicate record.

* To track all changes to audited fields, in the Meeting record, you can click the View Change Log button on the Meeting's Detail View or Edit View.

You can access the Cases actions from the Cases module menu drop down or via the Sidebar. The Cases actions are as follows: