| Online Library
Learn at your own pace. The Sugar University Online Library provides How Do I... learning guides with step-by-step instructions and Show Me... learning videos for guided overviews on how to complete key activities within Sugar. The Resources tab provides links to key Sugar websites, podcasts and documentation about Sugar. |
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Overview |
Understand Customer Relationship Management
Learn about the customer relationship management marketplace.
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Understand Sugar
This section introduces you to Sugar, SugarCRM's leading commercial open source customer relationship management (CRM) application.
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Understand SugarCRM in the Marketplace
Learn about the key differentiators of SugarCRM.
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Understand SugarCRM Offerings
This section outlines the SugarCRM product offerings for companies of all sizes.
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Navigation |
Log Into Sugar
This section will enable you to understand logging into Sugar and selecting the display theme and language.
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Use System Links
Learn about Sugar system links which consist of the My Account, Employees, Logout and About links.
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Navigate Sugar Home Page New!
This section will enable you to navigate the home page elements and links.
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Navigate Sugar New!
This section will enable you to understand Sugar components including modules, views and panels.
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Working with Records |
Understand Record Terms, Icons and Actions
Learn about Sugar icons, terms and actions.
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Create and Manage Records
Learn how to create and manage new records using list, detail and edit views.
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Manage Record History
Learn how to manage related notes, attachments, held activities, and emails for a record and then view them all in one place.
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Create Notes and Attachments
This section enables you to create and manage notes and attachments.
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Export Data
Learn more about exporting data from the Sugar application.
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Import Data
Learn more about importing data into the Sugar application.
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Import Related Records
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Edit and Delete Multiple Items
This section will enable you to update multiple records with a single action.
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Merge Duplicates
Learn more about finding and merging duplicate records.
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Search
Learn more about global search and module-specific search.
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Activities and Calendar |
Manage Activities Overview
Understand the basics of managing your activities in Sugar.
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Manage the Calendar
Understand how to use the calendar to view meetings, calls, and tasks.
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Create and Manage Tasks
Learn how to create task records and use them to manage your action items.
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Create Calls and Meetings
Learn how to schedule calls and meetings and send invites from Sugar.
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Email |
Configure General Emails Settings New!
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Create and Manage Mail Accounts New!
Learn how to create a new mail account and manage external mail accounts from within Sugar.
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Access and Import Email from an External Mail Server New!
Learn how to access and import email from an external mail server and understand the differences.
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Create and Manage Email Folders New!
Learn how to create and manage email folders.
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Create and Edit Email Signatures New!
Learn how to create, format and edit email signatures.
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Compose Email New!
Learn how to create and send email from the Emails module or the Activities sub-panel of an existing Sugar record.
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View and Manage Email New!
Learn how to view and process your email in Sugar.
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Create and Manage Address Book and Mailing Lists New!
Learn how to create an address book, compose emails from the address book and create mailing lists for mass emails.
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System Configuration |
Configure System Settings
This section will enable you to configure Sugar settings such as User Interface, Logos, Proxy Settings, Customer Self-Service Portal, SkypeOut, Mail Merge, Default Currency, Export and Advanced.
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Manage Users
This section will enable you to understand user types, access User Management, create users, manage user information and edit or delete multiple items from a list.
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Manage Roles
This section will enable you to define role characteristics, access roles, create roles, set role privileges and create duplicate roles.
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Manage Teams
This section will enable you to understand team characteristics, access teams, create teams, assign users to teams, manage team information, understand team membership and create and manage team notices.
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Configure Email Settings
This section will enable you to access and set Sugar outbound email settings such as email notification options, user email defaults and outbound email options.
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Configure Inbound Email
This section will enable you to access and set Sugar monitored inbound email settings such as basic setup, email handling options and configuring monitored mailboxes.
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Manage Schedulers
This section will enable you create and configure Sugar schedulers, understand the default schedulers and configure advanced options.
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Studio |
Access Developer Tools and Studio New!
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Navigate Studio New!
This section will enable you to navigate to Studio components and use Studio Help and Studio Assistant.
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Edit Layouts New!
This section will enable you to make basic customizations to module layouts.
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Create and Manage Fields New!
This section will enable you to create, edit and delete fields.
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Create and Manage Drop-down Lists New!
This section will enable you to use the Dropdown Editor to create custom drop-down lists and edit custom and standard drop-down lists.
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Edit Labels New!
This section will enable you to edit labels for a module.
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Rename and Configure Module Tabs New!
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Documentation
Product documentation for end-users and administrators to get you started with Sugar Enterprise, Sugar Professional, Sugar Community Edition and official Sugar Plug-Ins and extensions.
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Forums | |
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Sugar Professional On-Site
