Setting Your Preferences

Typically, the administrator configures the system settings for all users in the organization. This includes user profile information, password, Email settings, calendar settings, as well as specifying the module tabs to display to all or some users in the organization.

On your My Account page, you can view the settings that the administrator has configured for you. This includes your contact information, locale settings, and your Sugar module privileges.

As a user, you can edit some of these settings, such as your contact information and layout options to configure your system to suit your requirements. However, you cannot display modules that the administrator has hidden from your view.

By default, individual module tabs display in the user interface. However, if you are using the Sugar theme, you can display group tabs instead. Group tabs, configured by the administrator, organizes module tabs into groups according to your organization’s requirements. For example, the tabs for contacts, leads, and opportunities can be displayed under the Sales group tab. You can choose to display individual module tabs or group tabs. See “Layout Options” on page 7 for more information.

The screenshot below displays the default group tabs and the module tabs grouped under the Sales group tab.

To revert to the default system settings, click the Reset to Default Preferences link on the My Account page. Note that you will lose your customized settings when you do this.

To set or edit your profile and preferences

1.	Click the My Account link located at the top right side of the page.

The Duplicate button displays only when an administrator logs in because only an administrator can duplicate records. Duplicating records is a quick way to create a new record. You can create a duplicate record and then edit it and save it as a new record.

2.	To edit the user profile or change your preferences, click the Edit button.

In the Edit view, you can define or edit information in the following panels:

Header Information

You can edit your name, status, and user name.

User Settings

Use this panel to view your privileges and system settings that the administrator has configured. You can change some settings such as whether you want to be notified when you have been assigned a record for action. When you enable the Notify on Assignment option, you will get an email notification when a record from any of the following modules is assigned to you:

The administrator sets the default export settings such as the delimiter used to separate data in export files and the default character set used to export data from Sugar. However, you can override the administrator’s settings with your own. The default character set to export data is CP1252. If your locale is not US or Western Europe, you must specify the appropriate character encoding for your locale. This ensures that the character set used by the Sugar system to create the exported file is mapped to the correct character set on your machine. For example, MS Windows uses SJIS in Japan. So, users in this locale will need to select SJIS as the default export character set instead of CP1252.

This character encoding setting is also used when importing data into Sugar.

If you are an administrator, you can also assign yourself to the role of a Group User through the User Management option on the Administration Home page.

Locale Settings

Use this panel to configure settings such as the time zone, date format, currency, and name display format.

User Information

Use this panel to enter your work and contact information such as your title, department, phone numbers, and one of the following Instant Messenger (IM) services: MSN, Yahoo, or AOL.

Address Information

Use this panel to enter your primary address such as your home address.

Calendar Options

Use this panel to create a Publish Key. You can provide this key to users of other applications such as Microsoft Outlook if they want view your calendar. Sugar restricts access to your calendar to individuals who can provide this key.

Layout Options

Use this panel to specify the order in which module tabs display when you log into the Sugar application. You can also hide modules that you do not need to use. By default, you have access to all the modules. To move up a module, select the module in the Display Tabs list and click the Up arrow; to move down the module, click the Down arrow.

To hide a module, move the module tab to the Hide Tabs list using the right arrow. Similarly, to display a module, use the left arrow to move it from the Hide Tabs list to the Display Tabs list.

If you log in as the administrator, you can apply these settings globally by moving the modules from the Hide Tabs list to the Remove Tabs list. Any module in the Remove Tabs list is hidden not only from you but from all users in your organization. You can specify the maximum number of module and sub-module tabs to display. You can display the Last Viewed bar on the side or on the top. Use the Number of tabs to display box to specify the maximum number of module tabs to display in the User Interface.

Note:

You cannot hide the Home module.

By default, module tabs are displayed individually in the user interface. However, if you are using the Sugar theme, you can organize module tabs under group tabs. To group them, select Grouped Modules from the Navigation Paradigm drop-down list. To ungroup them, select Modules.

Email Options

Use this panel to specify your Email options such as your Email address and the Email client. You create mail accounts in the Emails module. For more information, see “Configuring Email Settings” on page 72.

You can choose the SugarCRM mail client, or an external mail client such as Microsoft Outlook. The default is the SugarCRM mail client.

To set your email address, do the following:

a.	Click Add Address and enter your Email addresses in the field above.

b.	Specify whether it is the primary Email address or the reply-to Email address used to send an automated response to emails.

c.	From the Email client drop-down list, select the Email client of your choice.

3.	Click Save to save your changes; click Cancel to exit without saving the changes.

To revert your User Preferences, Home Page, or Dashboard back to the default settings, click the appropriate Reset to Default button at the top right corner of the detail page and click OK to confirm your action.

Sugar Express User Guide

Version 5.5.0 Beta 2