Sugar Support Wiki
From SugarCRM Wiki
Tips and tricks, troubleshooting steps and other information about installing, configuring and using the SugarCRM products.
Contents |
Getting Started
- Installation
- Upgrade
- FAQ: Upgrade Preparation and Polishing
- Migration (SugarCRM to SugarCRM)
- Migration (Goldmine w/ MSSQL to SugarCRM w/ mySQL)
- Migration (Microsoft CRM w/ MSSQL to SugarCRM w/ mySQL)
- Installation of SugarWireless
- System Configuration
- Troubleshooting Errors
System Administration
- System Administration FAQ
- Tips and Tricks
- Tips for Team Management (TeamsOS or Pro & Ent)
- Tips for the New Administrator
- Importing Data
- Customizations
- SQL
- Language pack selection and evaluation
- Calendaring
- Email Attachment Size
- System Administration Scripts
- Cleaning Out Old Data and Files
- Adding a FavIcon to your site
- FAQ: Silent Upgrader
- FAQ: Uploading Corporate Logo Images
- FAQ: SkypeOut Integration
- FAQ: Why do some records show the last modified by value as "Admin" when we don't use that user ID?
Performance and Scalability
- First, watch this performance tuning video
- Platform Requirements
- Performance Tweaks for Large Systems
- Performance Enhancments for IIS and PHP
- Diagnosing Performance Issues
- MySQL Configuration and Maintenance
- PHP Caches and Accelerators
- HTTP Compression
- Client Side Performance
- MySQL 5 High Availability Cluster with DRBD 8
Troubleshooting and Problem Resolution
- Contacting SugarCRM
- SugarCRM Product Documentation
- Issues with the SugarCRM Support Portal
- Maximum File Upload Size Settings
- Troubleshooting the Outlook plug-in with ProxyTrace
General
- Accounts, Contacts & Leads
- Activities
- Alerts & Notifications
- Calendar & Activities
- Campaigns
- Cases
- Conversion & Migration
- Customizations
- Dashlets
- Dashboard
- Databases
- Debugging & Logging
- Documents and Attached Files
- Drop Down Editor
- Email Issues
- Images
- Import
- Installation and Upgrading
- General Issues
- Knowledge Base Administration
- Localization
- Navigation
- Notes
- Offline Client Issues
- Opportunities
- Outlook Plug-In
- Pop-ups
- Portal
- Printing
- Products
- Projects
- Quotes
- Reports
- Scheduler
- Search
- SOAP
- Studio & Module Builder
- Sub-panels
- System Administration
- Tracker
- User Administration
- Web Browsers
- Wireless Client
- Word Plug-In
- Workflow
SugarCRM On-Demand Issues
- Bounced campaign emails are not monitored in a SugarCRM On-Demand instance
- Changes made in Studio are not immediately reflected in a SugarCRM On-Demand instance
- Sendmail fails in a SugarCRM On-Demand instance
End User FAQs
Answers to questions often asked by end-users of the SugarCRM application.
- FAQ: Patches and Upgrades
- FAQ: Products Module and the Product Catalog
- FAQ: SkypeOut Integration
- FAQ: What is the difference between Quick Create and Create?
Power Users
This section provides tips and tracks for Sugar power users. Be sure to review the learning materials at Sugar University for guides, videos, seminars and workshops.
General
- Quicker navigation with keyboard shortcuts (aka hot keys)
- Adding Modules to Global Search
- Logic behind duplicates checks during Lead conversion
- How to use Email Campaigns
- How to create a development instance
- How to customize a QuickCreate form
- How to change default call status
- How to add a field to the History subpanel
- How to add a Report to your Favorite Reports list
- How to automatically assign new cases opened through your SugarCRM Self Service Portal to a specific person
- How to upgrade your PHP version on Linux
- How to create a custom query for Enterprise Reports
- How to manually clear the Email and Email Cache tables in SugarCRM 5.0
- How to install phpMyAdmin on the rPath SugarCRM appliance
- How to enable Page Resource display, including cache hit ratio
- How to add a blank (NULL) value as the first value of a drop-down list
- How to sort by date created in the History sub-panel
- How to change Shortcut Labels and Images
- How to enable spell checking for SugarCRM
- How to auto-reply to a contact after a case has been created through Portal
- How to email a customer when a note has been added to a case
- How to add an auto increment field
Lead Capture
- Creating a lead capture form for your website
- Leads are not being saved from a Lead Capture form
- Redirect not redirecting from a Lead Capture form
- Where do I find the User_Hash?
Sugar Extensions
Sugar Professional
