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RT SugarBox Walkthrough

RT SugarBox is a plugin proposed as a data syncing solution between Sugar and Box.com services. With RT SugarBox you can access, share, track and manage Box content directly from within Sugar, ensuring that your sales teams have the latest content to share with leads and customers.

Selecting a contact from your Sugar Accounts will display a Box dashlet within your Sugar. This dashlet shows the Box directory which is mapped onto the Sugar module that you are in. You can also send and receive content between Sugar and Box directly from here. Attaching a document to a Sugar account will instantly place it in Box folder. Similarly, uploading a document in Box will place it in your Sugar. The dashlet only shows content that is there in the Box folder. In order to have this saved in your Sugar, there are two ways. Firstly, there is a scheduler which runs after a set time and automatically syncs the Box content with Sugar. Or you could click on this Sugar icon inside the dashlet and immediately pull the content in your Sugar and the file will be saved.

Another great feature of RT SugarBox is that it allows you to invite collaborations. From your accounts module, you can invite teams and contacts to collaborate on documents. Also, you can define the precise roles of the invitees. RT SugarBox also allows you to send PDF templates to your Box directories. PDF templates can be created and edited in the PDF manager inside your Sugar. To send PDF templates, simply go to the Box dashlet and click on ‘Send PDF to Box’. Just like Accounts, you can map Contacts, Opportunities and Leads on your Box folders and easily sync data between the two platforms. To map a folder, select the ‘Module Mapping’ option in the Admin panel. It will display the Sugar modules which have been mapped onto a Box folder. In order to map another module, simply select the Sugar Module and the Box folder which you want it to be mapped on. Then select the Module field name according to which a directory will be named in Box in which the content will be placed. And save it. That’s how simple it is.

Furthermore, you can easily track the sync history between the two mediums by going to the Activity Stream. Box notifications will be enabled in Sugar activity stream. You will be able to view content status updates directly from here. RT SugarBox is an amazing integration between SugarCRM and Box. With a simple interface and great features, this Integration eliminates the need of sending content back and forth with updated revisions.

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