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Implementing SugarCRM 5.x
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Before you begin customizing your system, you should take a moment to identify the necessary changes and plan them accordingly.
For starters, you should methodically go through all the SugarCRM modules that you intend to use or are using, and then examine all the terminology (field labels, tab names, and drop-down values) used within the system by default.
The objective of the exercise is to identify all the areas within the application that require modification to match your organization's lexicon. Along the way you may also identify other types of changes that you would like to apply. For example, you might wish to change the behavior of a default field from a regular text field to a drop-down field. In other cases, you may find a need to add a new field to track additional attributes for a record.
Write down the full set of modifications that you identify and keep good track of them until they have all been addressed. Consult with your peers on the CRM...
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