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.