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Sugar Professional Documentation

Sugar Professional 5.5.1 Documentation

Sugar Professional Application Guide

Version 5.5.1 RC

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Table of Contents

Preface
About this Guide
Audience
Overview
Core Features
What’s New in 5.5.1
Related Documentation
Installing and Upgrading Sugar
Installation Prerequisites and Guidelines
Memory Requirements
Database Requirements
Multi-byte Character Storage Support
Securing Your Sugar Installation
Installing Sugar
Downloading Sugar Files
Copying Sugar Files to the Web Server
Using the Sugar Setup Wizard
Upgrading Sugar
Compatibility Matrix for Upgrade
Upgrade Prerequisites
Upgrade Considerations
Converting Sugar Editions
Using the Upgrade Wizard
Locking Down the Upgrade Wizard
Using the Sugar Silent Upgrader
Getting Started
Technical Requirements
Web Browser Window Controls
Accessing Sugar
Setting Your Preferences
Editing Email Options
Managing Your Password
Resetting a Forgotten Password
Security Timeout
Navigating the User Interface
Overview of the Sugar User Interface
System Links
Common Module Options
Sugar Modules
Viewing and Managing Record Information
Tracking User Activity
Creating and Managing Records
Assigning Records to Users and Teams
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
Home Module
Leads Module
Managing Lead Information
Contacts Module
Creating Business Cards
Using vCards to Import and Export Contacts
Accounts Module
Activities Module
Scheduling Calls and Meetings
Creating Tasks
Creating Notes and Attachments
Calendar Module
Viewing Shared Calendars
Creating Appointments
Opportunities Module
Emails Module
Configuring Email Settings
Composing and Managing Emails
Importing Emails into Sugar
Creating Email Templates
Reports Module
Report Categories
Report Types
Creating Standard Reports
Editing and Managing Reports
Viewing and Creating Tracker Reports
Scheduling Reports
Publishing and Unpublishing Reports
Dashboard Module
Customizing Predefined Charts
Quotes Module
Emailing Quotes
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
Cases Module
Bug Tracker Module
Knowledge Base Module
Creating Articles
Searching for Articles
Documents Module
Identifying MS Word Mail Merge Templates
Products Module
About Products and Product Catalog
Contracts Module
Forecasts Module
Time Periods
Forecast Schedules
Sales Quotas
Forecast Worksheet
Forecast History
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
Employees Module
Using Sugar Mobile
Accessing records from Sugar Mobile
Importing Data
Importing Drop-down List Values
Mapping Data and File Settings
Importing Account Data
Importing Contact Data
Exporting Data
Administering Sugar
Sugar Connect
Sugar Support Portal
Sugar Updates
Online Documentation
License Management
System
System Settings
Scheduler
Diagnostic Tool
Upgrade Wizard
Backups
Repair
Currencies
Locale Settings
Tracker Settings
Sugar Feed Settings
Theme Settings
Connector Settings
PDF Settings
Mobile Settings
Users
User Management
Team Management
Role Management
Password Management
Emails
Email Settings
Inbound Email
Campaign Email Settings
Email Queue
Developer Tools
Module Builder
Module Loader
Studio
Configure Tabs
Configure Subpanels
Rename Tabs
Configure Group Tabs
Dropdown Editor
Workflow Management
Products and Quotes
Product Catalog
Product Types
Product Categories
Manufacturers
Shipping Providers
Tax Rates
Bug Tracker
Forecasts
Contract Types
Employee Records
Knowledge Base Administration
Advanced Configuration Options
Locking Down Upgrade Wizard, Module Builder, and Backups
Restricting the Module Loader
Limiting System Resources
Configuring Default Permissions for Sugar Files on Linux
Sharing Calendar Information in Microsoft Outlook
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Copyright 2004-2010 SugarCRM Inc.
Professional License

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