Monthly Archives: January 2015

Friday, January 30th, 2015

DO YOU KNOW? – How to access SugarCRM Help & Documentation

Do you know that context-sensitive Help is just a mouse-click away no matter what you are doing in SugarCRM?

SugarCRM’s logo bar, visible at the bottom of every screen, allows you to access a variety of Tours, Help & Support, from any screen.

Click here to view a video demonstration illustrating where to find Help & Documentation from any screen in SugarCRM

First, I’ll demonstrate the Tour feature, which provides you with a step-by-step introduction to the Dashboard, Accounts, Contacts and Leads Modules and Forms.  This self-paced tutorial will introduce and identify the navigation and functionality of each screen in these Modules.

Next, you will see how easily you can access context-sensitive Help, available right from a Help Dashlet.   The Help Dashlet provides a link to the inline SugarCRM documentation related to the active Module.

Finally, I’ll show you how to access valuable SugarCRM Support, which includes access to additional Documentation, Training, Videos, and SugarCRM’s Knowledge Base.

Tuesday, January 20th, 2015

DO YOU KNOW? – Creating Dashboards

Do you know how easy it is to create user dashboards in SugarCRM?

SugarCRM’s Home page, where you arrive after logging in, displays the user Dashboard, a virtual desktop that allows you to view pertinent record information and/or activity streams, via Dashlets.  Every SugarCRM user can build their own Dashboards, by selecting from a wide array of Dashlets available to them. Users can also personalize these Dashlets, to display only their activity stream or posts specific to records that are important to them.

Click here to view a video demonstration of navigating the Home Page and steps to create

Dashboards

In this video, we will demonstrate how to create and save two different SugarCRM Dashboard’s.

The first Dashboard will be created using the List View Dashlets, which enables users to view records in specific Modules (Accounts, Contacts, Opportunities), and configure the lists by applying filters to view specific records.

The second demonstration will show how to create a Dashboard using a combination of Report Dashlets, which allow you to view dynamic, graphic content from your SugarCRM reports on your Home Page.