When you log into the system, the Home tab is displayed, as shown below. Various key elements of the screen layout are highlighted, as follows:
Navigation Tabs: Click to choose a module to display. A drop-down menu lets you select other modules if you have more than 12 tabs.
Navigation Shortcuts Box: Specific shortcuts that are useful within each module.
Last Viewed: A useful trail of recent records you have viewed.
Search Box: Search for a text string within key data held by SugarCRM.
System Links: My Account, Employees, Logout, and About. The Admin link is only available to users defined as system administrators.
Quick New Item Box: Quick data-entry box to create a new item for the current module.
Main Screen Body: On the Home tab, this includes Cases, Opportunities, Appointments, Leads, Tasks, a monthly calendar, and the sales pipeline graph.
The screen layout in the Home tab uses the same layout as all of the other tabs. As you...