SugarCRM SupportKnowledge BaseUser Interface

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.

Topics

    Users can track changes made to records in SugarĀ® 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.
    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.
    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.
    Users in SugarĀ® can easily move subpanels to a new location in the module's record view by dragging and dropping the subpanel's header. The new subpanel order will remain for a user upon subsequent visits to the module until the user's browser cache is cleared.

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