This is the documentation for Clover Club 12.0.
Documentation for the upcoming version Rampur 13.0 can be found here.

Pricefx for SugarCRM Installation

Owned by Jan Panoušek
Jun 14, 2024
3 min read

Upload Pricefx Module

  1. In SugarCRM, navigate to Admin > Module Loader.

  2. Click the Choose File button in the Module Upload panel to open a file selection window from your browser.

  3. Select the file from your local computer and click the Upload button to complete the process.

  4. After it has been uploaded, the package will show in the Uploaded Packages panel.

Install the Package

  1. Click the Install button on the Uploaded Packages panel.

  2. You will be brought to the installation screen to confirm that the package should be installed and to read and accept any license or readme documentation as needed. Click Commit when you are ready to run the installation.

  3. The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click Display Log to show what happened during the installation process.

  4. Click Back to Module Loader when complete to return to Module Loader.

  5. Navigate to Admin > Repair and click Quick Repair and Rebuild.

  6. Navigate to Admin > Repair and click Rebuild JS Grouping Files. Wait for the process to finish and reload the browser.

  7. Now you should be able to see Pricefx Quotes in the main menu. You can rename the module in Admin > Rename Modules or change the position of module link in the main menu in Admin > Display Modules and Subpanels.

Add Pricefx Quotes Subpanel to Opportunity Record View

This step is optional and can be applied also on the Accounts module.

  1. Navigate to Admin > Studio and find Opportunities on the left pane. Click on Relationships and Add Relationship.

  2. Fill in the type of relationship as One to Many, Related Module as Pricefx Quotes and set Subpanel from Pricefx Quotes as Iframe. You have also the possibility to rename subpanels label.

  3. Click Save & Deploy and wait for the process to finish. It may take a while.

  4. Navigate to Admin > Repair and click Quick Repair and Rebuild.

  5. The subpanel should be visible now in the Opportunity record view. You can drag and drop the subpanel to change its position which is saved to your preferences.

     

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