Version 5.5.0

Table of Contents

Preface

About this Guide

Audience

Overview

Core Features

What’s New in 5.5.0

Installing and Upgrading Sugar

Installation Prerequisites and Guidelines

Memory Requirements

Database Requirements

Multi-byte Character Storage Support

Securing Your Sugar Installation

Installing Sugar

Downloading Sugar Files

Copying Sugar Files to the Web Server

Using the Sugar Setup Wizard

Upgrading Sugar

Compatibility Matrix for Upgrade

Upgrade Prerequisites

Converting Sugar Editions

Using the Upgrade Wizard

Locking Down the Upgrade Wizard

Using the Sugar Silent Upgrader

Getting Started

Technical Requirements

Web Browser Window Controls

Accessing Sugar

Setting Your Preferences

Editing Email Options

Managing Your Password

Resetting a Forgotten Password

Security Timeout

Navigating the User Interface

Overview of the Sugar User Interface

System Links

Common Module Options

Sugar Modules

Viewing and Managing Record Information

Tracking User Activity

Creating and Managing Records

Assigning Records to Users

Tracking and Managing Record History

Editing and Deleting Multiple Records

Integrating Data from External Sources

Managing Sugar Dashlets

Adding a Sugar Feed Dashlet

Merging Duplicate Records

Searching for Information in Sugar

Global Search

Basic Search

Advanced Search

Saving Search Criteria and Layout

Home Module

Dashboard Module

Customizing Predefined Charts

Leads Module

Managing Lead Information

Contacts Module

Creating Business Cards

Using vCards to Import and Export Contacts

Accounts Module

Opportunities Module

Activities Module

Scheduling Calls and Meetings

Creating Tasks

Creating Notes and Attachments

Calendar Module

Viewing Shared Calendars

Creating Appointments

Emails Module

Configuring Email Settings

Composing Emails

Archiving Emails

Viewing and Managing Emails

Searching for Emails

Creating Email Templates

Campaigns Module

Creating and Importing Campaign Targets

Creating a Campaign

Executing an Email Campaign

Using the Campaign Wizard

Running Campaign Diagnostics

Testing Campaigns

Managing Campaigns

Creating Web-to-Lead Forms

Performing a Mail Merge

Cases Module

Bug Tracker Module

Documents Module

Identifying MS Word Mail Merge Templates

Projects Module

Creating a Project

My Sites Module

RSS Module

Employees Module

Importing Data

Importing Drop-down List Values

Mapping Data and File Settings

Importing Account Data

Importing Contact Data

Exporting Data

Administering Sugar

Sugar Connect

Sugar Support Portal

Sugar Updates

Online Documentation

System

System Settings

Scheduler

Diagnostic Tool

Upgrade Wizard

Backups

Repair

Currencies

Locale Settings

Sugar Feed Settings

Theme Settings

Connector Settings

Users

User Management

Role Management

Password Management

Emails

Email Settings

Inbound Email

Email Queue

Campaign Email Settings

Developer Tools

Module Builder

Module Loader

Studio

Configure Tabs

Configure Subpanels

Rename Tabs

Configure Group Tabs

Dropdown Editor

My Sites

Bug Tracker

Employee Records

Advanced Configuration Options

Locking Down Upgrade Wizard, Module Builder, and Backups

Restricting the Module Loader

Limiting System Resources

Configuring Default Permissions for Sugar Files on Linux