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.
- Historical Summary vs. Activity Stream vs. Change Log
Users can track changes made to records in Sugar® via the change log, historical summary, and activity stream. Each of these tracking methods serves a similar but unique purpose within your instance. The change log displays a timeline of changes made to fields on a record; the historical summary shows activities like calls and meetings that are related to a record; and the record's activity stream shows changes, linked records, and user comments. This article will compare and contrast the three tracking methods in detail.
- Optimizing Tag Usage
Tags are user-created keywords or phrases that can help users find, group, and classify large amounts of data by common attributes that may not already be defined via basic database fields. Before beginning to use tags, it is important that each organization develop a strategy to facilitate searching and organizing information in Sugar. This article suggests some of the best practices for using tags.
- Reordering Subpanels for End Users
Subpanels appear below a record's fields on record views and contain records related to the one you are viewing. While the system administrator defines a default subpanel order for everyone, end users can easily re-order their subpanels to reflect their own business priorities.
- Standardizing Subpanel Ordering for All Users
Can an admin user arrange the subpanels in each module and have it deploy to every user?
Last modified: 12/07/2016 11:42am