The Field Service Management addon for SugarCRM is a handy solution for businesses seeking to optimize their service operations. Seamlessly integrated with SugarCRM, it streamlines task management, enhances asset tracking, and automates service task assignment, ensuring efficiency and customer satisfaction.
Admin Guide
Installation
Step 1 - Back Up
Back up your entire CRM system (files and database).
Step 2 - Installation
To install the KINAMU Field Service Management Module follow these steps:
- Navigate to the Administration page and locate the "Module Loader" section.
- Select the zipped module file and proceed by initiating the upload process.
- Once the upload is finalized, proceed by selecting the designated "install" button to initiate the installation.
Step 3 - Repair & Rebuild
Once the installation of the KINAMU Field Service Management Module is completed successfully, return to the Administration page and locate the "Repair" option. Proceed by performing a rebuild and repair process through the selection of "Quick Repair and Rebuild".
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