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Version 5.1 Beta1
Sugar Community EditionUser Guide
 
Sugar Community Edition User Guide
Version 5.1 Beta1, 2008
Copyright © 2004-2008 SugarCRM Inc.www.sugarcrm.comThis document is subject to change without notice
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License
This work is licensed under the Creative Commons Attribution-Noncommercial-No Derivative Works 3.0 License(“License”). To view a copy of this license, visithttp://www.creativecommons.org/licenses/by-nc-nd/3.0/or send aletter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.
Disclaimer
Your Warranty, Limitations of liability and Indemnity are expressly stated in the License. Please refer to the Licensefor the specific language governing these rights and limitations
Trademarks
All SugarCRM logos in this document are registered trademarks of SugarCRM Inc. See the SugarCRM trademark  policies athttp://www.sugarcrm.com/crm/open-source/trademark-information.htmlfor more information on howSugarCRM trademarks can be used.
1.The original version of this document, written for version 2.0 dated December 2004, included contributions fromLong Reach Corporation.
04/25/08
CopyrightInformation
 
1
Sugar Community Edition User Guide
 
Contents
Preface.............................................................................................................i
About this Guide.........................................................................................................................................iAudience.....................................................................................................................................................iOverview..................................................................................................................................................iiCore Features.....................................................................................................................................iiSales Management.....................................................................................................................iiMarketing Automation...............................................................................................................iiCollaboration..............................................................................................................................ii News Service..............................................................................................................................iiAdministration...........................................................................................................................iiInterface Consolidation.............................................................................................................iiiWhat’s New in 5.1............................................................................................................................iiiEnhanced Emails Functionality................................................................................................iiiEnhanced Import Functionality.................................................................................................iiiEmbedding Links and IFrames in a Layout..............................................................................iiiLocking Down the Upgrade Wizard.........................................................................................iiiLocking Down the Module Loader ...........................................................................................iiiRelated Documentation............................................................................................................................iv
1 Getting Started...............................................................................................1
Technical Requirements............................................................................................................................1Web Browser and Window Controls.................................................................................................2Accessing Sugar .......................................................................................................................................2Setting Your Preferences...........................................................................................................................3Security Timeout.......................................................................................................................................7Managing Your Password.........................................................................................................................7
2 Navigating the User Interface.......................................................................9
Overview of the Sugar User Interface.......................................................................................................9System Links....................................................................................................................................11Sugar Modules..................................................................................................................................12Common Module Options................................................................................................................14
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