Table of Contents Previous Next Index

Sugar Express User Guide

Version 5.5.0 Beta 2


Index

A
accounts
creating
importing
managing
records, merging duplicates
activities
scheduling
appointments, creating
B
browser, navigating
bugs
managing
records, merging duplicates
reporting
business cards, creating
C
calendar
options, setting
calendars
shared, viewing
calls, scheduling
campaigns
creating
diagnostics, running
email marketing records, creating
email, executing
lead forms, creating
mail merge
managing
module
newsletter, creating
newsletter, description
ROI reports
targets
creating
importing
targets list, creating
testing
viewing status 1, 2
cases
creating
managing
records, merging duplicates 1, 2
charts
customizing
predefined
color changer
contacts
creating
importing
managing
records, merging duplicates
vCards, creating from
D
data services, pulling data from
diagnostics, running
documents
creating
managing
MS Word mail merge templates, identifying
duplicates
records, merging
E
email campaigns
status, viewing
email marketing records, creating
email options, setting
email templates
files, attaching
images, embedding
emails
accounts, creating
address book, creating
archiving
campaigns, executing
composing
creating 1, 2
folders, creating
importing 1, 2
managing
records, creating
searching for
settings, configuring
templates, creating
employees
module
exporting
contacts
data
F
files, attaching
font changer
forums
managing
thread, creating
topics, creating
forums, creating
G
grouped modules, displaying
I
images
embedding
import
advanced options
format settings, changing
mappings, publishing
importing
emails
importing data 1, 2
L
lead forms, creating
leads
creating
managing
records, merging duplicates
locale settings
configuring
M
mail merge, performing
meetings, scheduling
Module
Accounts
Activities
Bug Tracker
Calendar
Campaigns
Cases
Contacts
Dashboard
Documents
Emails
Employees
Forums
Home
Leads
My Portal 1, 2
Opportunities
options, common
Projects
RSS 1, 2
modules
description
MS Windows
controls
My Account
configuring
N
newsletter
campaign, executing
Newsletter campaign
notes, creating
O
opportunities
creating
managing
module
records, merging duplicates
P
password
changing
managing
portals
adding
managing
project
task, creating
project management
standard, description
projects
creating
managing
publish key
creating
R
records
duplicates
merging
history, managing
managing and viewing
multiple, managing
reports
campaign ROI
charts
predefined
RSS, managing feeds
S
searching
advanced
basic
global
results, saving
security timeout, about
sitemap
Sugar
about
accessing
core features
module, description
preferences, setting
records, managing and viewing
searching in
system links
technical requirements 1, 2
user interface, overview
Sugar Dashlets
description
managing
system links
T
targets
creating
importing
list, creating
tasks
creating
thread, creating
Tracker Redirect URLs
creating
U
user information
setting 1, 2
user interface
overview
V
vCard, importing
W
Web browser

Copyright 2004-2009 SugarCRM Inc.
Sugar Express License