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Sugar Community Edition 5.1 Documentation
Sugar Community Edition User Guide
Version 5.1
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Chapter 3 Using Sugar : Home Module
When you log into Sugar, the Home module displays on the screen. Tabs for other modules display alongside the Home tab.
By default, the Home page displays the Sugar Dashlets listed below. You can remove the ones that you do not need and add other Sugar Dashlets in their place.
My Calls. Lists phone calls set up by you or others.
My Meetings. Lists invitations to meetings set up by you or others.
My Leads. Displays a list of leads that you created.
My Top Open Opportunities. Lists the top five opportunities sorted by the amount. Opportunities with a status of “Closed-Lost” or “Closed-Won” are not included.
My Accounts. Displays accounts assigned to you by yourself or other users.
My Open Cases. Displays a list of customer issues assigned to you for resolution.
Jot Pad. An area to jot down reminders to yourself or other comments.
The Home page also provides a Shortcuts menu which lists options to create activities and records.
You can add additional Sugar Dashlets to your Home page as described in “Managing Sugar Dashlets” on page 18. You can revert to the default Home module setting at any time. However, note that doing so will delete any new Sugar Dashlets that you added to the Home module.
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Click the My Account option located at the top right-hand corner of the page.
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