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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

Table of Contents

Preface
About this Guide
Audience
Overview
Core Features
What’s New in 5.2
Related Documentation
Chapter 1 Getting Started
Technical Requirements
Web Browser Window Controls
Accessing Sugar
Setting Your Preferences
Security Timeout
Managing Your Password
Using Sugar Offline
Chapter 2 Navigating the User Interface
Overview of the Sugar User Interface
System Links
Sugar Modules
Common Module Options
Viewing and Managing Record Information
Tracking User Activity
Tracking and Managing Record History
Editing and Deleting Multiple Records
Integrating Data from External Sources
Managing Sugar Dashlets
Adding a Sugar Feed Dashlet
Merging Duplicate Records
Searching for Information in Sugar
Global Search
Basic Search
Advanced Search
Saving Search Criteria and Layout
Chapter 3 Using Sugar
Home Module
My Portal Module
Calendar Module
Viewing Shared Calendars
Creating Appointments
Activities Module
Scheduling Calls and Meetings
Creating Tasks
Creating Notes and Attachments
Contacts Module
Creating Business Cards
Using vCards to Import and Export Contacts
Accounts Module
Leads Module
Managing Lead Information
Opportunities Module
Quotes Module
Emailing Quotes
Contracts Module
Products Module
About Products and Product Catalog
Cases Module
Bug Tracker Module
Documents Module
Identifying MS Word Mail Merge Templates
Emails Module
Configuring Email Settings
Composing Emails
Viewing and Managing Emails
Creating an Email Address Book
Creating Mailing Lists
Searching for Emails
Archiving Emails
Creating Email Templates
Campaigns Module
Creating and Importing Campaign Targets
Creating a Campaign
Executing an Email Campaign
Using the Campaign Wizard
Running Campaign Diagnostics
Testing Campaigns
Managing Campaigns
Creating Web-to-Lead Forms
Performing a Mail Merge
Projects Module
Creating a Project
Creating Project Tasks
Creating Project Templates
Viewing the Projects Dashboard
Creating Project Holidays
Creating Project Resource Reports
Exporting a Project
RSS Module
Forecasts Module
Time Periods
Forecast Schedules
Sales Quotas
Forecast Worksheet
Forecast History
Reports Module
Report Types
Creating Reports
Editing and Managing Reports
Viewing and Creating Tracker Reports
Scheduling Reports
Publishing and Unpublishing Reports
Dashboard Module
Customizing Predefined Charts
Creating Custom Charts
Knowledge Base Module
Creating Articles
Searching for Articles
Forums Module
Employees Module
Chapter 4 Using Sugar Wireless
Accessing records from a Wireless Device
Chapter 5  Importing and Exporting Data
Importing Data
Mapping Data and File Settings
Importing Account Data
Importing Contact Data
Exporting Data

Copyright 2004-2009 SugarCRM Inc.
Professional License

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