SugarCRM SupportKnowledge Base

Knowledge Base

Welcome to Sugar's Knowledge Base. Browse articles categorized by topic or using the search bar.

Topics

  • Getting Started

    The Getting Started section of Sugar's Knowledge Base includes introductory information including installation, initial configuration, migration, importing, and module usage.

  • Accounts, Contacts, and Leads

    The Accounts, Contacts, and Leads section includes topics covering working with and troubleshooting these records which represent individuals with whom your organization has a current or growing relationship.

  • Activities (Meetings, Calls, Tasks) and Calendar

    The Activities and Calendar section includes topics covering understanding and troubleshooting working with calls, meetings, tasks, and the Sugar calendar.

  • Advanced Workflow

    The Advanced Workflow section (formerly Sugar Process Author) includes topics covering managing and troubleshooting process definitions, process business rules, and process email templates.

  • Campaigns and Target Lists

    The Campaigns and Target Lists section includes topics covering creating, executing, and troubleshooting campaigns and groups of campaign recipients called target lists.

  • Connectors and Integrations

    The Connectors and Integrations section of Sugar's Knowledge Base includes information specific to the connectors which are available for configuration or, in some cases, installation within Sugar.

  • Contracts and Documents

    The Contracts and Documents section covers topics specific to the Contracts module which tracks the status and renewal of contractual agreements and the Documents module which stores and versions documents in Sugar.

  • Customer Inquiries

    The Customer Inquiries section includes information specific to your SugarCRM.com account, downloads, interacting with Sugar Support, and contacting various groups within SugarCRM.

  • Email

    The Email section includes topics covering creating, configuring, and troubleshooting email accounts in Sugar.

  • Home Page and Dashlets

    The Home Page and Dashlets section includes topics covering working with and troubleshooting Sugar's Home module as well as dashboards and dashlets which can appear on the Home page, record views, and list views.

  • Import and Export

    The Import and Export section includes topics covering working with and troubleshooting imports and exports of data in Sugar.

  • Installation and Upgrade

    The Installation and Upgrade section covers topics including troubleshooting issues during installation and upgrade, file system permissions, hardware guidelines, and particular installation situations. For basic instructions about installing Sugar, please refer to the Installation and Upgrade Guide.

  • License Management

    The License Management section includes topics covering working with and troubleshooting license validation in Sugar.

  • Mobile

    The Mobile section includes topics covering working with and troubleshooting Sugar's various mobile applications. User Guides, Installation Guides, Release Notes, and Supported Platforms are also available from the Mobile Solutions page.

  • Module Loader

    The Module Loader section includes topics covering working with and troubleshooting the installation of modules and customizations via Admin > Module Loader.

  • Opportunities and Forecasts

    The Opportunities and Forecasts section includes topics covering working with and troubleshooting opportunities, revenue line items, and forecasts.

  • Password Management

    The Password Management section covers topics related to administering passwords and authentication on your Sugar instance including the use of Active Directory and LDAP.

  • PDF Management

    The PDF Management section includes topics covering creating, managing, and troubleshooting PDF templates in Sugar.

  • Platform Management

    The Platform Management section includes topics covering maintaining and optimizing your Sugar instance's on-site platform.

  • Plug-Ins

    The Plug-ins section includes topics covering working with and troubleshooting Sugar's various plug-ins for IBM Notes, Microsoft Excel, Microsoft Outlook, and Microsoft Word.

  • Products and Quotes

    The Products and Quotes section includes topics covering working with and troubleshooting products, product catalog, quotes, and quoted line items in Sugar.

  • Reports

    The Reports section includes topics covering working with and troubleshooting reports and advanced reports which are available with Sugar Enterprise and Ultimate editions.

  • Schedulers

    The Schedulers section includes topics covering working with and troubleshooting job schedulers available via Admin > Schedulers.

  • Search

    The Search section includes topics covering using and troubleshooting global and module-level search in Sugar.

  • Studio and Module Builder

    The Studio and Module Builder section includes topics covering creating, modifying, and troubleshooting custom fields, relationships, dropdown lists, and modules via Sugar's Studio and Module Builder tools.

  • Sugar Portal

    The Sugar Portal section includes topics covering working with and troubleshooting the external-facing portal which is available with Sugar Enterprise and Ultimate editions.

  • Troubleshooting

    The Troubleshooting section includes topics covering various issues, solutions, and troubleshooting techniques for Sugar.

  • Users, Roles, and Teams

    The User, Team, and Role Management section includes topics covering working with and troubleshooting users, teams, and roles in Sugar.

  • User Interface

    The User Interface section includes topics covering using and troubleshooting basic user interface elements such as record views, list views, and subpanels that appear throughout Sugar.

  • Workflows

    The Workflows section includes topics covering working with and troubleshooting automated processes and alerts via Sugar's Workflows module.

  • Developer Customizations

    The Developers section of Sugar's Knowledge Base includes help for code-level customizations you may wish to make to your instance. For an in-depth description of how Sugar works and how to extend it, please refer to the Sugar Developer Guide specific to your version and edition of Sugar.

Last modified: 12/07/2016 11:42am