by iPredict IT Solutions Pvt Ltd

QuickHelp is a video tutorial add-on for SugarCRM. It enables employees to watch videos for a wide range of reasons, such as helpful tutorials, instructional videos, or new employee welcome videos to better understand the SugarCRM system by themselves.

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Help employees access helpful videos in SugarCRM

QuickHelp is mainly designed for the end user (employees) in an organization. It enables them to watch videos for a wide range of reasons, such as helpful tutorials, instructional videos, or new employee welcome videos to better understand the SugarCRM system by themselves.

The QuickHelp Video Tutorial Plugin will help your business save a lot of time when it comes to training and onboarding employees. Administrators can set up video help for each module view: List View, Record View, and Create View. Then, users can easily get self-guided help from the system by clicking the ‘VideoTutorial’ button.

How it Works

How can Admin set up tutorial help for end users?

Admin can set up the help from the GetHelps module. Following is the general description of fields in GetHelps module.

  • Name: Enter a video title name
  • Select Module: Select module which you want to display the video
  • Select View: Select view that applies to the video’s module and view (List View, Record View, Create View)
  • Video URL: Enter embedded YouTube URL link
  • Description: Describe your video

modulename.png

How can end users (employees) get help from this plugin?

Users need to click on the ‘VideoTutorial’ button, which is available in the system footer. Please see the screenshot below.

footer-button.png

Once a user clicks on the VideoTutorial button, they will get QuickHelp for the system. Please check the demo screenshot when the user clicks on Record View and gets related help in pop-up.

recordview.png

For this video help, Admin needs to create a YouTube video and make it private.

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