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Version 2 (Rahul Bhattacharya, 01/17/2013 08:25 am)

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*SugarCRM Kayako Module*
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Kayako module for SugarCRM allows employees to integrate the Kayako system within the SugarCRM by listing the tickets in SugarCRM.






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*Installation*






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1.	Download the Kayako module.






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2.	Log into the SugarCRM Admin panel and access the *_module loader_* under *_Developer Tools_* section.






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3.	Upload the downloaded zip file.






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!http://forge.kayako.com/screenshots/717!






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4.	Once the module is uploaded successfully, Install and Commit it. Once successfully installed, it will appeared as follows:






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!http://forge.kayako.com/screenshots/718!






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    Rahul Bhattacharya
    
5.	Rebuild the SugarCRM instance, by clicking on *_Quick Repair and Rebuild_* under *_Admin -> Repair_* section. 






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!http://forge.kayako.com/screenshots/719!






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6.	After successful rebuild, you will see a Kayako panel in the Admin page. **






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!http://forge.kayako.com/screenshots/720! 






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7.	Fill up the configuration details by clicking *_Credentials_* hyperlink. 






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!http://forge.kayako.com/screenshots/722!






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8.	You can view the configuration settings by clicking on *_Setting Manager_*. 






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!http://forge.kayako.com/screenshots/713!






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9.	For configuring Kayako Tickets in Leads and Contacts module, go to Studio. 






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!http://forge.kayako.com/screenshots/714!






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Under *_Contacts_* you will find *_Layouts_.*






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        •	Go to *_Layouts->DetailView_*.






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        •	Create a new row.






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        •	Drag and drop the Kayako Tickets Field into tha new row.






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        •	Click *_Save and Deploy_*.






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!http://forge.kayako.com/screenshots/715!






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Repeat the steps for Leads too.






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!http://forge.kayako.com/screenshots/716!






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10.	Your Kayako module has been successfully installed, and ready for use.






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You can view the tickets associated with users under Contacts and Leads section.






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!http://forge.kayako.com/screenshots/721!






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On clicking the subject, it will navigate to the Kayako Helpdesk where respective actions can be made on the tickets (like Edit, Reply, etc).






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!http://forge.kayako.com/screenshots/723!






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** If Kayako panel is not visible in the Admin Panel, then extract the zipped module and copy *_SugarModules/Extension/modules_* folder into sugarcrm’s *_custom/Extension/_* and repeat the step 5.