Add Fanatically Zen Dashlet Within SugarCRM

In all editions of the integration, you have access to a SugarCRM dashlet (or SuiteCRM connector) that can be visible when looking at a contact, account, lead or opportunity. This dashlet will show you all of the Zendesk tickets related to the Sugar record you're viewing. This is very helpful for CRM users so they do not have to leave the CRM to see a customer's Zendesk tickets and recent interactions with your support team.

To add the FanaticalZendesk ticket dashlet, first go to an enabled view. The following views are enabled by default:

• Contacts record view
• Leads record view
• Prospects record view
• Cases record view
• Accounts record view
• Opportunities record view

(Note: A "record view" appears when you are looking at a specific record. For example, you are on the "record view" when you click on the Contacts module and click into a specific contact.)

1. From within Sugar, navigate to a specific record view mentioned above.
2. Click the blue circle in the bottom right of the page.  (Note: for SugarCRM 9 and below, you'll use the Actions drop-down within the side pane.)
3. Select Fanatical Zendesk and click Save.

In later versions of SugarCRM, users can also resize or reposition your dashlet, as needed.

Troubleshooting Tips:

• If you cannot edit the dashboard, you may need to create a dashboard first or turn off Help mode.
• If the blue circle doesn't appear in the bottom right of the page, you may need to open your side pane by clicking the double arrows to the right of the Edit button, as shown below: