Sugar Community Edition User Guide Version 5.0

Home Module

When you log into Sugar, the Home module displays on the screen. Tabs for other modules display alongside the My Sugar tab.

By default, the Home page displays the dashlets listed below. You can remove the ones that you do not need and add other dashlets.

My Calls. Lists phone calls set up by you or others.

My Meetings. Lists invitations to meetings set up by you or others.

My Leads. Displays a list of leads that you created.

My Top Open Opportunities. Lists the top five opportunities sorted by the amount. Opportunities with a status of “Closed-Lost” or “Closed-Won” are not included.

My Accounts. Displays accounts assigned to you by yourself or other users.

My Open Cases. Displays a list of customer issues assigned to you for resolution.

Jot Pad. An area to jot down reminders to yourself or other comments.

My Pipeline. Displays a chart of your sales opportunities based on the cumulative amounts for selected sales stages. This chart, based on a Sugar predefined report, displays only when the expected close date is within the specified date range.

To modify a sales stage or the time period, click the Edit icon. When you modify this information, the pipeline chart changes accordingly.

To refresh the view after an update, click the Refresh icon.

The Home page also provides a Shortcuts menu which lists options to create activities and records.

You can add additional dashlets to your Home page as described in “Managing Sugar Dashlets” on page 20. You can revert to the default Home module setting at any time. However, note that doing so will delete any new dashlets that you added to the Home module.

To revert to default Home page settings

1.	Click the My Account option located at the top right-hand corner of the page.

2.	Click the Reset To Default Homepage option, and click OK to confirm the action.

The system resets the Home page and logs you out of the system.

3.	Log back into the system to view the changes.