For Custom Module Request:

Our team of experts will need detailed information to evaluate your custom module request. These details can be sent to support@collabspot.com. 

1. List of Modules 

2. How does the module behave in your CRM?

3. How do you want this module to behave in the sidebar?

4. What specific functionalities you want to add (e.g Able to View Details, Create, Edit, Search, Relate Emails, Include in Home Items, Appears under Primary Module)?


If the custom module appears under a parent module (Primary module):

5. We need a screenshot of the relationship table where it shows the relationship name of the Primary module linked to the custom module.

6. Temporary CRM access or test account for your SugarCRM. We need this to run test and make sure that the configuration will work on your instance.

7. Please send all details to support@collabspot.com and we will get back to you.

 

IMPORTANT: We highly recommend using LastPass to send the credentials (Sugar URL, UN, PW). Please select "Give Credentials" when sending to ela@collabspot.com. If you don't have LastPass, just send the credentials directly to ela@collabspot.com.


For other configurations:
Before we can start evaluating your request, we need these relevant information:

1. Full details on how you want Collabspot to be configured.

2. What is your business workflow?

3. Do you want this to be made available to all users within your organisation or to selected users only?

4. Is the requested feature available on your SugarCRM instance?

5. Temporary CRM access/Test User in your Dev Environment. This is to evaluate if the request is feasible and compatible with your Sugar. After evaluation from our team of experts, test account is needed to run tests and ensure that the configuration will work in your instance. We can't start the configuration without a test account.

6. Please send all details to support@collabspot.com and we will get back to you.


IMPORTANT: We highly recommend using LastPass to send the credentials (Sugar URL, UN, PW). Please select "Give Credentials" when sending to ela@collabspot.com. If you don't have LastPass, just send the credentials directly to ela@collabspot.com.