Book Image

Implementing SugarCRM 5.x

Book Image

Implementing SugarCRM 5.x

Overview of this book

SugarCRM is a popular customer relationship management system. It is an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book will give you all the information you need to start using this powerful CRM system. It is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring or you have already learned about CRM systems but have yet to implement one or you're working with SugarCRM already, this book will show you how to get maximum benefit from this exciting product. It demonstrates how to install SugarCRM and also how to get the most out of it by customizing it and integrating CRM into your organization as per your needs. Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application. It begins with a general discussion about CRM. You will then learn the benefits of such systems, and then explore SugarCRM and its unique value. You will then go through the guidelines for installing and making deployment selections that are set out alongside information for identifying, planning, and applying customizations. Training guidelines and ongoing administrative tasks will be discussed as you progress further into the book. A brief overview of SugarCRM 6.0 is provided at the end of the book.
Table of Contents (19 chapters)
Implementing SugarCRM 5.x
Credits
About the Authors
About the Reviewer
Preface

Advanced user-interface features


Before we leave this introductory chapter, we need to address some important SugarCRM user-interface features which include the following:

Printing information

Most of the list and detail view screens in SugarCRM have a Print icon at the top right of the main body of the screen. Clicking on this icon changes the screen content to a more printer-friendly version of the same information that you can then print by using your browser's Print button. The following image shows an Account List view screen transformed for printing:

Getting help

As with the Print icon, most SugarCRM list and detail view screens contain a Help icon at the top right of the main screen body. Clicking on the Help icon will cause the system to display context-sensitive help, similar to the following:

It is not intended as a tutor, but does provide useful information pertaining to the current area of the system in which you are working.

Exporting information

Essentially, all list view...