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Table Of Contents

Preface
About this Guide
Audience
Overview
Core Features
Sales Management
Marketing Automation
Collaboration
Administration
What’s New in 6.0.0
UI Changes
Studio and Module Builder Enhancements
Installing and Upgrading Sugar
Installation Prerequisites and Guidelines
Installation Prerequisites and Guidelines
Memory Requirements
Database Requirements
Securing Your Sugar Installation
Compatibility Matrix
Downloading and Installing Sugar
Using the Sugar Setup Wizard
Upgrading Sugar
Upgrade Impact on Sugar Customizations
Compatibility Matrix for Upgrade
Upgrade Prerequisites
Using the Upgrade Wizard
Locking Down the Upgrade Wizard
Converting Sugar Editions
Using the Sugar Silent Upgrader
Uninstalling a Sugar Instance
Getting Started
Technical Requirements
Technical Requirements
Web Browser Window Controls
Accessing Sugar and Setting Your User Preferences
Troubleshooting Tips
User Session Rules
Editing Your User Settings
User Profile
Password
Advanced
Access
Downloads
Editing Email Settings
Managing Your Password
Resetting a Forgotten Password
Security Timeout
Navigating the User Interface
Overview of the Sugar User Interface
Overview of the Sugar User Interface
Common Module Options
Sugar Modules
Viewing and Managing Record Information
To manage related information in sub-panels
Tracking User Activity
Creating and Managing Records
Assigning Records to Users
Tracking and Managing Record History
Editing and Deleting Multiple Records
To edit or delete multiple records
Integrating Data from External Sources
Managing Sugar Dashlets
Sugar Feed and User Feed
Merging Duplicate Records
Searching for Information in Sugar
Global Search
Global Search
Basic Search
Advanced Search
Saving Search Criteria and Layout
Home Module
Viewing and Managing Predefined Charts
Leads Module
Creating Leads
Managing Lead Information
Converting Leads
Contacts Module
Creating Contacts
Managing Contacts
Using vCards to Import and Export Contacts
Managing Accounts
Opportunities Module
Creating Opportunities
Managing Opportunities
Activities Module
Using the Calendar
Viewing Shared Calendars
Scheduling Calls and Meetings
Creating Tasks
Creating Notes and Attachments
Emails Module
Configuring Email Settings
General Settings
Mail Accounts
Email Folders
Composing and Managing Emails
Using the Address Book
Importing Emails into Sugar
To assign emails to users
Searching for Imported Emails
Associating Imported Emails with Other Sugar Records
Creating Email Templates
Campaigns Module
Creating and Importing Campaign Targets
Creating a Campaign
Types of Campaigns
Executing an Email Campaign
Creating Email Marketing Records
Creating Tracker Redirect URLs
Using the Campaign Wizard
Running Campaign Diagnostics
Testing Campaigns
Managing Campaigns
Viewing Campaign Status
Viewing a Campaign’s Return on Investment
To view a campaign ROI report
Creating Web-to-Lead Forms
Performing a Mail Merge
Managing Cases
Bug Tracker Module
Creating Bugs
Managing Bugs
Documents Module
Creating Documents
Managing Documents
Creating Projects
Employees Module
Creating Employees
Importing Data
Overview of the Import Process
Importing Account Data
To import account data
Importing Contact Data
Importing Drop-down List Values
Mapping Data
Configuring Settings in Sugar
Users
User Management
Role Management
Creating Roles
Password Management
Enabling Authentication in Sugar
Sugar Connect
Sugar Support Portal
Sugar Updates
Sugar Support Portal
Sugar Updates
Online Documentation
System
System Settings
System Settings
User Interface
Proxy Settings
SkypeOut
Mail Merge
Logger Settings
Scheduler
Configuring Settings for Scheduler Jobs
Diagnostic Tool
Upgrade Wizard
Backups
Repair
Currencies
Locale
Sugar Feed
Themes
Shortcut Bar
Connectors
Mapping Connector Fields
Email
Email Settings
Email Settings
Inbound Email
Campaign Email Settings
Email Queue
Developer Tools
Module Builder
Module Builder
Deleting Packages
Module Loader
Studio
Editing a Module
Editing Field Labels
Creating and Editing Fields
Editing Subpanels
Editing Layouts
To edit a List View
Exporting Module Customizations
Embedding Links and IFrames in a Layout
Creating Relationships
To create a relationship in Module Builder
Configure Tabs
Configure Subpanels
Rename Tabs
Dropdown Editor
Bug Tracker
Employee Records
Advanced Configuration Options
Locking Down Upgrade Wizard, Module Builder, and Backups
Restricting the Module Loader
To restrict the Module Loader
Limiting System Resources
Configuring Default Permissions for Sugar Files on Linux
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Sugar Community Edition Application Guide 6.0

Sugar Community Edition Application Guide 6.0

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Published by shuklavp

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Published by: shuklavp on Sep 27, 2010
Copyright:Attribution Non-commercial

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11/01/2011

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