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Sugar Professional Documentation

Sugar Professional 5.2 Documentation

Sugar Professional User Guide

Version 5.2

Table of Contents Previous Next Index

Index

A
accounts
creating
importing
managing
records, merging duplicates
activities
scheduling
appointments, creating
articles
creating 1, 2
managing
search guidelines
searching for
tagging
B
browser, navigating
bugs
managing
records, merging duplicates
reporting
business cards, creating
C
calendar
options, setting
calendars
shared, viewing
calls, scheduling
campaigns
creating
diagnostics, running
email marketing records, creating
email, executing
lead forms, creating
mail merge
managing
module
newsletter, creating
newsletter, description
ROI reports
targets
creating
importing
targets list, creating
testing
viewing status 1, 2
cases
creating
managing
records, merging duplicates 1, 2
charts
custom, creating
customizing
predefined
charts, creating
color changer
contacts
creating
importing
managing
records, merging duplicates
vCards, creating from
contracts
creating
managing
D
dashboard
projects, viewing
data services, pulling data from
detail report, description
diagnostics, running
documents
creating
managing
MS Word mail merge templates, identifying
duplicates
records, merging
E
email campaigns
status, viewing
email marketing records, creating
email options, setting
email templates
files, attaching
images, embedding
emails
accounts, creating
address book, creating
archiving
campaigns, executing
composing
creating 1, 2
folders, creating
importing 1, 2
mailing lists, creating
managing
records, creating
searching for
settings, configuring
templates, creating
employees
module
exporting
contacts
data
F
files, attaching
font changer
forecasts
editing
history, viewing
viewing
forums
managing
thread, creating
topics, creating
forums, creating
G
grouped modules, displaying
I
images
embedding
import
advanced options
format settings, changing
mappings, publishing
importing
emails
importing data 1, 2
K
Knowledge Base
articles, creating
articles, managing
articles, search guidelines
articles, searching for
articles, tagging
Knowledge Base module
L
lead forms, creating
leads
creating
managing
records, merging duplicates
locale settings
configuring
M
mail merge, performing
meetings, scheduling
Module
Accounts
Activities
Bug Tracker
Calendar
Campaigns
Cases
Contacts
Contracts
Dashboard
Documents
Emails
Employees
Forecasts
Forums
Home
Leads
My Portal 1, 2
Opportunities
options, common
Products
Projects
Quotes
reports
RSS 1, 2
modules
description
Knowledge Base
MS Windows
controls
My Account
configuring
N
newsletter
campaign, executing
Newsletter campaign
notes, creating
O
opportunities
creating
managing
module
records, merging duplicates
P
password
changing
managing
portals
adding
managing
product catalog
about
products
about
creating 1, 2
managing
project
advanced, creating
project management
standard, description
projects
creating
dashboard, viewing
Gantt view
MS Project, exporting to
predecessor, description
resource reports, creating
tasks, creating 1, 2
template, creating
publish key
creating
Q
quota, creating
quotes
creating
emailing 1, 2
external files, attaching
managing
PDFs, generating
R
records
duplicates
merging
history, managing
managing and viewing
multiple, managing
reports
campaign ROI
charts
custom
predefined
charts, creating
creating
detail
duplicating
filters, setting
managing
matrix, creating
matrix, description
module
publishing and unpublishing
resource
rows and columns, creating
rows and columns, description
scheduling
summary
summation with details, creating
summation with details, description
summation, creating
summation, description
resource reports
RSS, managing feeds
S
scheduling
reports
searching
advanced
basic
global
results, saving
security timeout, about
sitemap
Sugar
about
accessing
core features
module, description
preferences, setting
records, managing and viewing
searching in
system links
technical requirements 1, 2
user interface, overview
Sugar Dashlets
description
managing
Sugar Offline Client
using
summary report, description
system links
T
tags
creating
deleting
description
viewing
targets
creating
importing
list, creating
tasks
creating
thread, creating
Tracker Redirect URLs
creating
U
user information
setting 1, 2
user interface
overview
V
vCard, importing
W
Web browser

Copyright 2004-2009 SugarCRM Inc.
Professional License

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