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Sugar Community Edition Documentation

Sugar Community Edition 5.5 Documentation

Sugar Community Edition Application Guide

Version 5.5.0

Table of Contents Previous Next Index

Index

A
accounts
creating
importing
managing
records, merging duplicates
activities
scheduling
appointments, creating
authentication, enabling
B
browser, navigating
bug tracker
releases, creating
bugs
managing
records, merging duplicates
reporting
business cards, creating
C
calendar
viewing
calendars
shared, viewing
calls, scheduling
campaigns
creating
diagnostics, running
email marketing records, creating
email settings
email, executing
lead forms, creating
mail merge
managing
module
newsletter, creating
newsletter, description
ROI reports
targets
creating
importing
targets list, creating
testing
viewing status
cases
creating
managing
records, merging duplicates 1, 2
charts
customizing
predefined
Cloud Connectors, gathering data from
configuration, backing up
connector
fields, mapping
settings, configure
contacts
creating
importing
managing
records, merging duplicates
vCards, creating from
conversion
Sugar edition, changing
currencies, defining
D
Developer Tools
diagnostics, running
documents
creating
managing
MS Word mail merge templates, identifying
drop-down lists
creating
managing
duplicates
records, merging
E
email campaigns
status, viewing
email marketing records, creating
email options
viewing
email templates
files, attaching
images, embedding
emails
accounts, creating
accounts, managing
accounts, synchronizing
archiving 1, 2, 3, 4, 5, 6, 7
cache files, clearing
campaigns, executing
composing
creating 1, 2
folders, creating
importing
managing
options, editing
outbound, associating with records
queue, managing
records, creating
searching for
settings, configuring 1, 2
templates, creating
employees
creating 1, 2
managing
module
export
modules, description
exporting
contacts
data
external systems. gathering data from
F
fields
IFrames, embedding
links, embedding
fields, creating
files, attaching
FreeTDS driver, enabling
G
group tabs, configuring
Group user
definition
I
images
embedding
import
advanced options
format settings, changing
mappings, publishing
importing
emails
importing data 1, 2
inbound emails
managing
L
layout options, viewing
lead forms, creating
leads
creating
managing
records, merging duplicates
locale settings
configuring
viewing
log
settings, configure
M
mail merge, performing
meetings, scheduling
Module
Accounts
Activities
Bug Tracker
Calendar
Campaigns
Cases
Contacts
Dashboard
Documents
Emails
Employees
Home
Leads
My Sites
Opportunities
options, common
Projects
RSS 1, 2
tab, renaming
module loader
using
modules
custom, distribution options
customized, publishing
deploy, description, modules
export, description
description
disabling, enabling
drop-down list, creating
editing
publish, description
relationships, creating
sub-panels, editing
tabs, configuring
tabs, hidden
uninstalling
MS Windows
controls
My Account
configuring
N
newsletter
campaign, executing
Newsletter campaign
notes, creating
O
opportunities
creating
managing
module
records, merging duplicates
P
page style, formatting
password
changing
managing
passwords
authentication, enabling
managing
settings
permissions, viewing
project
task, creating
project management
standard, description
projects
creating
managing
Q
Quick Create form
description
R
records
duplicates
merging
history, managing
managing and viewing
multiple, managing
regular user, definition
relationships, creating
repair option
reports
campaign ROI
charts
predefined
roles
viewing
roles, managing
RSS, managing feeds
S
scheduler
troubleshooting tips
searching
advanced
basic
global
results, saving
security timeout, about
sitemap
sites
adding
managing
sites, creating and managing
Studio
layouts, changing tabbing order
modules, publishing
subpanels, configuring
sugar
upgrading, prerequisites
Sugar
about
accessing
configuration, backing up
core features
data, upgrading and rebuilding
documentation, accessing
email settings, configuring
fields, managing
installation, custom
installation, typical
installing, prerequisites and guidelines
locale settings
module, description
page layout, editing
preferences, setting
records, managing and viewing
roles, managing
searching in
system links
technical requirements 1, 2
updates, checking for
upgrading
user interface, configuring
user interface, overview
users, managing
Sugar Dashlets
description
managing
Sugar Feed
settings, configure
SugarCRM forums, about
system administration
bug tracker module, configuring
configuring, advanced
custom modules, uploading
database collation, specifying
default currency, specifying 1, 2
default formats, specifying
export, configuring
mail merge, enabling
proxy settings, configuring
scheduler, configuring
Skype, enabling
system settings, configuring
System Administrator user
definition
system configuration
diagnostics
system links
T
targets
creating
importing
list, creating
tasks
creating
Themes, managing
Tracker Redirect URLs
creating
U
Upgrade Wizard, using
upgrading
converting editions
user information
setting
user interface
configuring
overview
user settings
viewing
users
creating
group user
regular user
roles, assigning
System Administrator user
users, managing
V
vCard, importing
W
Web browser
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Copyright 2004-2009 SugarCRM Inc.
Community Edition License

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