by Sugabyte LTD

Improve your CRM data quality by identifying duplicate Leads that already exist in Sugar. Customize the level of detection to your needs.

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Installation Guide

Documentation Links

Installation

Step 1: Download the customisation file.

You can find your download files from Sugaroutfitters > My Account > Purchases

Step 2: Installation

  1. To install the Duplicate Lead Detective, navigate to Admin > Module Loader
  2. Click Choose File and select the installable ZIP file package
  3. Click Upload
  4. In the lower table, click Install
  5. Wait until the package is completely installed and the browser has refreshed

Upgrade the package

Occasionally we'll upgrade the package with new features and bug fixes. The best practice is to always test new customisation files in a sandbox copy of your production system.

To upgrade your package, follow these steps:

Step 1: Download the new customisation file.

You can find your download files from Sugaroutfitters > My Account > Purchases

Step 2: Uninstall the existing version from your SugarCRM instance.

  1. Navigate to Admin > Module Loader
  2. Click Uninstall on the package
  3. Click Commit on the next dialogue page
  4. Wait for the dialogue box to confirm 100%. The page should refresh

Step 3: Installation

  1. To install the new version of Duplicate Lead Detective, navigate to Admin > Module Loader
  2. Click Choose File and select the latest installable ZIP file package
  3. Click Upload
  4. In the lower table, click Install
  5. Wait until the package is completely installed and the browser has refreshed

License Validation

Navigate to: Admin > Sugashop™ by Sugabyte - Duplicate Lead Detective for SugarCRM > Select ‘License Configuration’.

Enter the License Key provided to you on purchase of the package. You can retrieve your license key from Sugaroutfitters > My Account > Purchases.

Enter your license key into the License Key field then click on the Validate button.

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