You are here: Prepration

Get Started

Once you have access to Virtual Office for SugarCRM, follow the checklist below to get started:

Preparation

The Virtual Office app within SugarCRM is dependent on your Virtual Office extension also being logged in to either on a desktop or mobile device.

Log in

Single Sign-On is not supported for SugarCRM. For manual sign-on:

  1. Using Google chrome, go to the SugarCRM login page.
  2. Enter your user name and password.
  3. Click Log in.

Within SugarCRM the Virtual Office app can be accessed and logged in to using the following steps:

  1. Click the app at the bottom right of the screen.
  2. The VO app will launch in a floating window. Click the icon.
  3. Click the Integrations option and then click Sugar to view the Settings, Search Types and connection status of the integration.
  4. If Disconnected, click the icon.
  5. A new browser tab appears. Enter your SugarCRM login credentials and select Submit.
    You will be returned to SugarCRM and your Virtual Office will now be linked to the Virtual Office app within SugarCRM.

Know the Interface

The Virtual Office app for SugarCRM interface consists of a navigation menu with the following menu items:

Under the VO tab, you can access:

 


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