Register
Login
PRODUCTS
SERVICES
SUPPORT
SaaS
COMPANY
Support Plans
|
Knowledge Base
|
Online Help Desk
|
Client Support Handbook
|
Client Login
Access to the Knowledge Base is restricted to registered users of Bigfoot Technologies products.
Login or Register Below.
User Name:
Password:
Remember Login
Register
Forgot Password ?
Client Login
Knowledge Base
Unanswered
Active Topics
Forums
Search
Forums
>
BlueFin CRM
>
User Guides
Subject: User Guide Version 4.5
You are not authorized to post a reply.
Author
Messages
Oldest First
Newest First
Support Team
Posts:55
06/17/2008 6:20 PM
Alert
Table of Contents
Sugar Open Source User Guide Version 4.5.0
Preface
About this Guide
Audience
Overview
Core Features
What’s New to 4.5
Related Documentation
Chapter 1 Getting Started
Technical Requirements
Web Browser and Window Controls
Accessing Sugar Suite
Setting Your Preferences
Security Timeout
Managing Your Password
Chapter 2 Navigating the Sugar Suite User Interface
Overview of the User Interface
System Links
Sugar Suite Modules
Common Module Options
Viewing and Managing Record Information
Tracking and Managing Record History
Editing and Deleting Multiple Records
Managing Sugar Dashlets
Merging Duplicate Records
Searching for Information on Sugar Suite
Global Search
Basic Search
Advanced Search
Saving Search Results
Chapter 3 Using Sugar Suite
Home Module
My Portal Module
Calendar Module
Creating Appointments
Activities Module
Scheduling Calls and Meetings
Creating Tasks
Creating Notes and Attachments
Contacts Module
Creating Business Cards
Creating Contacts From vCards
Accounts Module
Leads Module
Managing Lead Information
Opportunities Module
Cases Module
Bug Tracker Module
Documents Module
Emails Module
Archiving Emails
Creating Email Templates
Campaigns Module
Creating and Importing Campaign Targets
Creating a Campaign
Executing an Email Campaign
Projects Module
Creating Tasks for a Project
RSS Module
Dashboard Module
Customizing Predefined Charts
Forums Module
Chapter 4 Import and Export
Importing Data
Exporting Data
You are not authorized to post a reply.
About the Knowledge Base:
--About the Knowledge Base:
--Page Editors
Email
BlueFin CRM
--Downloads
--User Guides
Forums
>
BlueFin CRM
>
User Guides
> User Guide Version 4.5
Privacy Statement
|
Terms Of Use
Copyright 2009 - Bigfoot Technologies, LLC