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Subject: User Guide Version 4.5

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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

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Forums > BlueFin CRM > User Guides > User Guide Version 4.5

Table of Contents Sugar Open Source User Guide Version 4.5.0