Book Image

Implementing SugarCRM

By : Michael Whitehead
Book Image

Implementing SugarCRM

By: Michael Whitehead

Overview of this book

<p>SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it 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 distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.</p> <p>This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book 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 of this exciting product.</p>
Table of Contents (18 chapters)
Implementing SugarCRM
Credits
About the Author
About the Reviewer
Preface
Index

CRM Navigation Basics: Accounts and Contacts


So—here we are—SugarCRM!

Let’s get a little more familiar with using the system. First, (and I will assume you have switched back to the normal Sugar Theme from now on) try clicking on a few of the module tabs—such as Accounts and Contacts. Different sets of information are organized within different modules, and each module has a tab you click on to use it. The module screens are displayed within your browser very promptly after you click on them—SugarCRM is nice and fast! In addition, your browser caches certain graphical portions of the screen displays for each module, so each screen gets even faster after the first time you access it.

Notice the arrow after the last tab on the right. This leads to a list of modules there was not enough room to display. If you have cause to use any one of those modules, it becomes sticky, and replaces the last module tab shown before the arrow. Sugar Open Source 4.0 contains the following 16 user modules:

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