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
Sugar enables you to configure the modules and their order in your navigation bar. In Sugar 12.0 and lower, the navigation bar is located across the top of the screen. In Sugar 13.0 and higher, the navigation bar is located along the left side of the screen. This article covers how an administrator and end user can configure their Sugar navigation bar to suit their needs.
Users can track changes made to records in Sugar® via the audit log, historical summary, Timeline dashlet, and activity stream. Each of these tracking methods serves a similar but unique purpose within your instance. The audit 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; the record's activity stream shows changes, linked records, and user comments; and the Timeline dashlet provides a chronological record of the target record and up to ten select relationships. This article will compare and contrast the four 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 view and contain records related to the one you are viewing. End users can easily re-order their subpanels by dragging and dropping them to reflect their own business priorities.
Administrators or managers may want users to view the subpanels under a record in a certain order. While it is simple for a user to sort subpanels on their own, it is not straightforward to apply instance-wide subpanel ordering for all users.
Some Sugar modules employ the legacy user interface, including custom modules installed to an instance prior to Sugar 7 that were not created in Module Builder. This article describes the legacy user interface options needed to perform specific tasks.