Sugar Express User Guide Version 5.5.0 Beta 2

Home Module

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

By default, the Home page displays the Sugar Dashlets listed below. You can remove the ones that you do not need and add other Sugar Dashlets in their place.

My Portal. Presents product information and news about SugarCRM on your Home page. You can add additional My Portal dashlets to view information from external web sites and applications on your Home page in Sugar. The My Portal option is available on the Tools tab of the Add Sugar Dashlets pop-up window.

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.

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

You can add additional Sugar Dashlets to your Home page as described in “Managing Sugar Dashlets” on page 21.

You can revert to the default Home module setting at any time. However, note that doing so will delete any new Sugar 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.	On your My Account page, click Homepage, 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.