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Sugar Professional Documentation

Sugar Professional 6.0 Documentation

Sugar Professional Application Guide

Version 6.0.0

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Table of Contents

Preface
About this Guide
Audience
Overview
Core Features
What’s New in 6.0.0
Getting Started
UI Changes
Studio and Module Builder Enhancements
Related Documentation
Installing and Upgrading Sugar
Installation Prerequisites and Guidelines
Memory Requirements
Database Requirements
Securing Your Sugar Installation
Compatibility Matrix
Downloading and Installing Sugar
Using the Sugar Setup Wizard
Upgrading Sugar
Upgrade Impact on Sugar Customizations
Compatibility Matrix for Upgrade
Upgrade Prerequisites
Upgrade Considerations
Using the Upgrade Wizard
Locking Down the Upgrade Wizard
Converting Sugar Editions
Using the Sugar Silent Upgrader
Uninstalling a Sugar Instance
Getting Started
Technical Requirements
Web Browser Window Controls
Accessing Sugar and Setting Your User Preferences
User Session Rules
Editing Your User Settings
Editing Email Settings
Managing Your Password
Resetting a Forgotten Password
Security Timeout
Navigating the User Interface
Overview of the Sugar User Interface
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
Sugar Feed and User Feed
Merging Duplicate Records
Searching for Information in Sugar
Global Search
Basic Search
Advanced Search
Home Module
Viewing and Managing Predefined Charts
Modifying the Home module
Leads Module
Creating Leads
Managing Lead Information
Converting Leads
Contacts Module
Creating Contacts
Managing Contacts
Using vCards to Import and Export Contacts
Accounts Module
Creating Accounts
Managing Accounts
Opportunities Module
Creating Opportunities
Managing Opportunities
Activities Module
Using the Calendar
Viewing Shared Calendars
Scheduling Calls and Meetings
Creating Tasks
Creating Notes and Attachments
Emails Module
Configuring Email Settings
Composing and Managing Emails
Using the Address Book
Importing Emails into Sugar
Creating Email Templates
Reports Module
Report Types
Creating Standard Reports
Editing and Managing Reports
Viewing and Creating Tracker Reports
Scheduling Reports
Quotes Module
Creating Quotes
Managing 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
Creating Cases
Managing Cases
Bug Tracker Module
Creating Bugs
Managing Bugs
Knowledge Base Module
Creating Articles
Searching for Articles
Documents Module
Creating Documents
Managing Documents
Products Module
About Products and Product Catalog
Defining Products
Managing Products
Forecasts Module
About Time Periods
About Forecast Schedules
Forecast Worksheets
Sales Quotas
Viewing Forecast History
Contracts Module
Creating Contracts
Managing Contracts
Projects Module
Creating Projects
Creating Project Tasks
Project Grid View
Project Gantt View
Creating Project Templates
Viewing the Projects Dashboard
Creating Project Holidays
Creating Project Resource Reports
Exporting a Project
Employees Module
Creating Employees
Using Sugar Mobile
Viewing and Creating Records from Sugar Mobile
Importing Data
Overview of the Import Process
Importing Account Data
Importing Contact Data
Importing Drop-down List Values
Mapping Data
Exporting Data
Administering Sugar
Configuring Settings in Sugar
Users
User Management
Team Management
Role Management
Password Management
Sugar Connect
Sugar Support Portal
Sugar Updates
Online Documentation
License Management
System
System Settings
Scheduler
Diagnostic Tool
Upgrade Wizard
Backups
Repair
Currencies
Locale
Tracker
Sugar Feed
Themes
Shortcut Bar
Connectors
PDF
Mobile
Email
Email Settings
Inbound Email
Campaign Email Settings
Email Queue
Developer Tools
Module Builder
Module Loader
Studio
Configure Tabs
Configure Subpanels
Rename 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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