Customer Access Support Hub (CASH)

Customer Access Support Hub (CASH)

Give customers limited access to Sugar data


CASH for Sugar gives you the ability to allow dozens, hundreds, or thousands of external parties to access key data in Sugar without taking on additional license costs. With CASH, you can give people limited access to data that was previously inaccessible unless you were logged directly into Sugar.

Features and Benefits

CASH Feature Set

1. Users can be attached to one account or multiple accounts. 2. Portal users can access up to 4 Sugar modules. 3. You define which modules are available for which users. 4. Almost all modules are available for access, including custom modules. 5. Almost all fields are available for access, including custom fields. 6. Access is on a real-time basis. View data real-time. Make changes to data and have them appear in Sugar in real-time. 7. Both read only or read and write access are available for data on a user by user basis.

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Cost Savings

CASH is essentially a limited version of Sugar for customers, at a fraction of the cost. Ideal for companies using Sugar who have partners/customers/1099 contractors, who need to have access to Sugar data in a limited fashion. The portal is valuable because you’re giving people access to data they otherwise would not have.

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Totally Customizable

CASH is totally configurable and customizable. Users have access to ALL Sugar modules (including custom ones). This customizability will allow users to push out custom fields to the CASH portal.

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Customer Self-Service Portal

Allow customers to submit customer service issues in real-time and have them automatically sync to Sugar.

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CASH Feature Set

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1. Users can be attached to one account or multiple accounts. 2. Portal users can access up to 4 Sugar modules. 3. You define which modules are available for which users. 4. Almost all modules are available for access, including custom modules. 5. Almost all fields are available for access, including custom fields. 6. Access is on a real-time basis. View data real-time. Make changes to data and have them appear in Sugar in real-time. 7. Both read only or read and write access are available for data on a user by user basis.

Cost Savings

CASH is essentially a limited version of Sugar for customers, at a fraction of the cost. Ideal for companies using Sugar who have partners/customers/1099 contractors, who need to have access to Sugar data in a limited fashion. The portal is valuable because you’re giving people access to data they otherwise would not have.

Totally Customizable

CASH is totally configurable and customizable. Users have access to ALL Sugar modules (including custom ones). This customizability will allow users to push out custom fields to the CASH portal.

Customer Self-Service Portal

Allow customers to submit customer service issues in real-time and have them automatically sync to Sugar.

Integration View

You can give customers a self-service portal to your Sugar Integrations as well, including QuickBooks, Sage 100 or NetSuite. For example, in addition to seeing and submitting tickets, clients will also be able to look at their invoices and purchases.

Support

Phone Support: 8182804820
Support Email: support@fayebsg.com
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://bit.ly/19FVcZg
Privacy Policy: http://bit.ly/19FVcZg

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Resources

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