SugarCRM Dynamic Login Screen Pro Plugin - PowerPoint PPT Presentation

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SugarCRM Dynamic Login Screen Pro Plugin

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  1. TABLE OF CONTENTS Introduction ................................................... 1 USER MANUAL Benefits of Dynamic Login Screen Pro ........... 1 Prerequisites .................................................. 1 Installation ..................................................... 2 Plug-in Configuration ..................................... 3 Procedure ....................................................... 4 Uploading Images ....................................... 4 Image Slider Configuration ......................... 5 Quote Category Configuration ................... 6 Quote Configuration .................................. 8 DYNAMIC LOGIN SCREEN PRO Contact Us .................................................... 11 Version: 1.0 SugarCRM Compatibility: Community Edition: 6.4.* to 6.5.25 Professional Edition: 6.4.* to 6.5.25, 7.5.* and above Enterprise Edition: 7.5.* and above

  2. USER MANUAL – SugarCRM Dynamic Login Screen Pro Introduction Now give a fresh look and feel to your Sugar CRM login screen by uploading several images and quotes of your choice within the image slider that would run in the background. Considering the shifting taste and trend of global market, this dynamic login screen pro can help you avoid dealing with the same boring screen, making your regular software tools more attractive and appealing, adding color and enthusiasm into your day-to-day working. It’s time to be playful and experimental with your login screen. Benefits of Dynamic Login Screen Pro You can add as many no. of images and quotes for display in the background of user login page. Displays customized design of login page with selected images. Displays new and rejuvenating life quotes. Easy to install plugin. Prerequisites Following points must be followed before starting Installation: You should login as an Administrator in Sugar CRM. Check that your Sugar CRM Instance is compatible for Dynamic Login Screen. You must have a valid License Key Provided by AppJetty. If you are installing Dynamic Login Screen then make sure there should not be any older version of Dynamic Login Screen Plug-in already installed on Sugar CRM. If there is any then you should have to uninstall that plug-in first. www.appjetty.com 1

  3. USER MANUAL – SugarCRM Dynamic Login Screen Pro Installation To start with the installation, Log-in as Administrator into Sugar CRM. Go to the Administration page and click on ‘Module Loader’ to install the package. Browse the zip file and click on ‘Upload’ button under Module Loader screen. After uploading package, click on the ‘Install’ button to install the package. Click on ‘Commit’ button to finish the installation. After successful installation you can see ‘Dynamic Login Screen’ Plug-in in Installed plug-in list on Module Loader page. www.appjetty.com 2

  4. USER MANUAL – SugarCRM Dynamic Login Screen Pro Now, need to repair your Sugar CRM Instance. For that go to Administration page and click on ‘Repair’ link, then click on ‘Quick Repair and Rebuild’ link. Plug-in Configuration Get activation key Get the activation key from the Order Confirmation Mail. OR Login to your AppJetty account then go to Downloadable options and copy the activation key for the Dynamic Login Screen plug-in. Activate your plug-in After successful package installation, you need to validate your license and activate your Dynamic Login Screen from Dynamic Login Screen Configuration panel. Log-in to your Sugar CRM as admin and go to Administrator Page. You can see the ‘Dynamic Login Screen Pro’ section on this page. Now, click on ‘License Configuration’ link, this will re-direct you to ‘License Configuration’ tab. Enter License activation key for the Dynamic Login ScreenPro plug-in provided by AppJetty. Validate your license by pressing the ‘Validate’ button. www.appjetty.com 3

  5. USER MANUAL – SugarCRM Dynamic Login Screen Pro After successful license validation, you can enable this plug-in by selecting Enable option from the selection list and save this setting. Now, your Dynamic Login Screen Pro plug-in is activated. Procedure Uploading Images After plug-in activation, it's time to upload images which you would like to see in slider. Go to ‘Administration Page’. You can see the ‘Dynamic Login Screen Pro’ section on this page. Click on ‘Upload Images’Link that will redirect you to Upload Images section from where you can uploadyour desired images. Browse desired image by clicking ‘Add New Image’ button then select image, now click on ‘Upload button to upload the image. You can add more images by clicking ‘Add New Image’ button at top. You can also remove the unnecessary images from this page. www.appjetty.com 4

  6. USER MANUAL – SugarCRM Dynamic Login Screen Pro Image Slider Configuration You can also set how many images you would like display on background of login Page. To set number of images to be displayed on login page, go to ‘Administration Page’ and click on ‘Image Slider Configuration’ and set number. Then save your settings by clicking on ‘Save’ button. www.appjetty.com 5

  7. USER MANUAL – SugarCRM Dynamic Login Screen Pro Note:No of images specifies how many images you want to play in slider. Quote Category Configuration To configure quote category click on ‘Quote Category Configuration’ from ‘Administration page’. You will be redirect to Quote Category Module’s List View. From this module you can manage your quote categories. www.appjetty.com 6

  8. USER MANUAL – SugarCRM Dynamic Login Screen Pro Click the triangle in the Quote Category module tab near Filter button to open the actions menu and select ‘Create Quote Category’. You can also click the ‘Create’ button on the upper right of the Quote Category list view. Provide Quote Category Name and check availability checkbox to make quotes of this Quote Category available on login page quote display. You can Insert, update and delete Quote Category from this module. Note:User should have to create at least one Quote Category to show Inspirational Quotes on login page. www.appjetty.com 7

  9. USER MANUAL – SugarCRM Dynamic Login Screen Pro Quote Configuration To add new quotes Click on ‘Quote Configuration’ from administration section. You will redirect to Quote Module’s List View. From this module you can manage your quotes. To create new Quote, click the triangle in the Quote module tab near Filter button to open the actions menu and select the quote category in which you want create the quote. You can also click the Create button on the upper right of the Quote list view. This will redirect you to Create Quote Layout page. www.appjetty.com 8

  10. USER MANUAL – SugarCRM Dynamic Login Screen Pro Provide Quote Description and Click on ‘Save’ to create the quote. www.appjetty.com 9

  11. USER MANUAL – SugarCRM Dynamic Login Screen Pro All Set! Now, your Sugar CRM Login screen has new modified look and you can see your uploaded images in background of login screen Image Slider and changing quote. www.appjetty.com 10

  12. USER MANUAL – SugarCRM Dynamic Login Screen Pro Contact Us We simplify your business, offer unique business solution in digital web and IT landscapes. Live Chat Get instant support with our Live Chat. Visit our product page at https://www.appjetty.com/sugarcrm- dynamic-login-screen-pro.htm and click on the Live Chat button for instant support. Tickets Raise tickets for your specific question! Send an email to support@appjetty.com or you can login to your account @ www.appjetty.com and click on My Support Tickets on your account dashboard, to get answers to your specific questions. Customization: If you would like to customize or discuss about additional feature for Dynamic Login Screen Pro, please write to sales@appjetty.com www.appjetty.com 11