Table of Contents Preface About this Guide Audience Overview Core Features What’s New in 5.2 Related Documentation Chapter 1 Getting Started Technical Requirements Web Browser Window Controls Accessing Sugar Setting Your Preferences Security Timeout Managing Your Password Chapter 2 Navigating the User Interface Overview of the Sugar User Interface System Links Sugar Modules Common Module Options Viewing and Managing Record Information Tracking User Activity Tracking and Managing Record History Editing and Deleting Multiple Records Integrating Data from External Sources Managing Sugar Dashlets Adding a Sugar Feed Dashlet Merging Duplicate Records Searching for Information in Sugar Global Search Basic Search Advanced Search Saving Search Criteria and Layout Chapter 3 Using Sugar Home Module My Portal Module Calendar Module Viewing Shared Calendars Creating Appointments Activities Module Scheduling Calls and Meetings Creating Tasks Creating Notes and Attachments Contacts Module Creating Business Cards Using vCards to Import and Export Contacts Accounts Module Leads Module Managing Lead Information Opportunities Module Cases Module Bug Tracker Module Documents Module Identifying MS Word Mail Merge Templates Emails Module Configuring Email Settings Composing Emails Viewing and Managing Emails Creating an Email Address Book Searching for Emails Archiving Emails Creating Email Templates Campaigns Module Creating and Importing Campaign Targets Creating a Campaign Executing an Email Campaign Using the Campaign Wizard Running Campaign Diagnostics Testing Campaigns Managing Campaigns Creating Web-to-Lead Forms Performing a Mail Merge Projects Module Creating a Project RSS Module Dashboard Module Customizing Predefined Charts Forums Module Employees Module Chapter 4 Importing and Exporting Data Importing Data Mapping Data and File Settings Importing Account Data Importing Contact Data Exporting Data
Copyright 2004-2009 SugarCRM Inc. Sugar Express License
