Contact Call Frequency User Guide   Table of Contents:
  • Purpose of the Module
  • Installation
  • License Configuration
  • Module Use
 
  Purpose Contact Call Frequncy is a convenient SugarCRM module created to give Sugar users a visual of a contacts call frequency status.  
  Install Guide Installation:  
  • After completing the purchase, install the Contact Call Frequency module and log in as an administrator
  • From the main page click the 'Admin' tab located in the drop down menu at the top right corner of the page.
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  • Then, under the 'Developer Tools' section, choose 'Module Loader'.
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  • Click 'Choose File' and select the appropriate .zip file.
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  • Select the Contact Call Frequency Zip package
  • Click 'Upload' and allow the file transfer to complete.
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  • Once the fields have completed transferring, choose 'Install'.
  • When the module is ready for installation, take a moment to read the 'Software License Agreement'.
  • If you agree to the terms of the License Agreement, choose 'Accept', then click 'Commit'.
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  • Verify that the module completed installation.
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  License Configuration
  • Find and click the 'Admin' tab from the drop down menu at the top of the page.
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  • Scroll down until you see 'License Key' in the Contact Call Frequency section, then click on it.
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  • Enter the License Key received during the purchase process and click save.
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  Module Uses
  • To access the Contact Call Frequency module, begin by selecting the 'Admin' tab from the drop down menu.
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  • Scroll down and select 'Call Frequency List' in the Contact Call Frequency section
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  • Here, you can toggle on and off the background color of the Contact list view. After you've made your selection, click 'Save'.
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  • Return to your contacts list to view the call frequency status background. The background of your contact will match the color of the frequency status indicator.
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  • By selecting a contact, and logging contact activity, the background will be updated to match the call frequency indicator.
  • To log contact activity, select a contact and make a selection in the 'Activities' drop down menu.
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  • After selecting an activity from the menu and saving this information, your background will be updated to green match the frequency status indicator.
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