CORPORATE SUPPORT OPEN SOURCE TECHNOLOGY.

SUGAR CRM.

Welcome to Sugar Community Edition, a commercial open source Customer Relationship Management (CRM) application.

The Sugar user interface consists of various modules designed to help you manage customer-related records such as contacts and accounts. Each module, representing a record type, groups the tools and functions needed to perform specific tasks. This enables you to work more efficiently.

Moduls SUGARCRM:

Home
When you log into Sugar, you will see your Home page. Tabs for other modules display alongside the Home tab. Other users do not have access to your Home page. The Home page displays a collection of Sugar Dashlets that display information related to your activities such as meetings and calls. It also displays records assigned to you, such as Accounts, Opportunities, and Cases. Sugar Dashlets are user-configurable panels that you can add, remove, and move as needed. For more information, see Managing Sugar Dashlets.

Leads
Leads are early contacts in the sales process. Use the Leads module to create, manage, and track sales leads or unqualified opportunities along with related activities, sales campaigns, and history. You can associate a lead with any type of campaign to track the effectiveness of the campaign in generating opportunities for your organization.

Contacts
Use the Contacts module to create and manage contacts for your organization. A contact is any individual who is a valid sales lead; a lead that has been evaluated and assessed for a possible sales opportunity. You can associate a contact with any record such as an Account, Opportunity, or Campaign. Associating a contact with a campaign enables you to track the effectiveness of the campaign in generating opportunities for your organization.

Accounts
Use the Accounts module to create and manage customer Accounts for your organization. An Account contains your customer information such as name and address. Each Account can be associated with other records such as Opportunities and Contacts.

Opportunities
Use the Opportunities module to create and manage sales opportunities, qualified leads, and view related records. An opportunity specifies the estimated amount of a sales deal and is tied to a sales stage. A sales stage, such as Qualification, Closed Won, or Closed Lost identifies how close you are to making the sale. The administrator defines and sets the sales stage depending upon the requirements in your organization. The estimated amount can vary depending on the sales stage.

Documents
Use the Documents module to create and manage files that you share with users and contacts.

Calendar
The Calendar Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the Calendar module to schedule and manage activities such as calls, meetings, and tasks.

Calls
The Calls Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the Calls module to log, view, and import calls.

Meetings
The Meetings Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use this module to schedule, view, and manage meetings.

Emails
The Emails module enables individual users to send and receive emails from within Sugar.

Tasks
The Tasks Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the this module to schedule and manage tasks.

Notes
The Notes Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the this module to create, view, and import Notes and attachments to records in Sugar.

Targets
Use the Targets Module to track and manage targets as part of mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign.

Targets List
Use the Target Lists Module to track and manage mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign.

Campaigns
Use the Campaigns Module to track and manage mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign.

Cases
Use the Cases module to track and manage services-releated problems reported by your users and customers. After you create a case, you can associate it with related bugs.

Bugs
Použijte modul Bug Tracker k ohlašování chyb produktu, k jejich sledování a řízení. Bugs jsou vady a vlastnosti spojené s konkrétní úpravou produktu. Administrátor se stará o seznam chyb při jednotlivých vydáních produktu. Poté, co je vytvořen bug, můžete ho propojit se souvisejícím případem. Tento modul je skrytý a abyste ho mohli používat, musí být zobrazen administrátorem.

Projects
Use the Projects Module to create and manage projects for your organization.

Export
You can export Sugar records in .csv format to your local machine. Use Microsoft Excel, Notepad, or other text editors to open .csv files. The .csv file displays column titles, including the Record ID (a long string of letters and numbers used as a unique reference to each account record) and all the other fields in the module. Note: When exporting values for drop-down list options, Sugar exports the ID associated with each option (that is, item name) and not the display labels.

Import
Import data for modules such as Accounts, Contacts, Leads, Opportunities, Targets, Calls, Meetings, and Tasks with the help of an easy-to-use User Import Wizard. Refer to the tool-tips and instructions provided in the wizard at every step of the import process.

Employees
Use the Employees module to view information such as name, title, and email address for employees in your organization. All Sugar users are employees, not all employees are Sugar users. An employee needs a username and password to log into Sugar to be a user.