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SugarCRM
Administrator Fundamentals



                Student Guide
                       v. 6.0




                          1
Sugar University                                                                                                            Sugar Administrator Fundamentals Introduction




                                                                                             Sugar Administrator
                                                                                             Fundamentals
                                                                                             Introduction v 6.0




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                       1




                            Learning Objectives


                                        This session will enable you to
                                             Understand the goals, approach, and agenda for this
                                             class
                                             Understand how to benefit from this class




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                       2




                                                                                                                                                            2

                                                                        Copyright © 2009 SugarCRM, Inc.
      All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                            Sugar Administrator Fundamentals Introduction




                            Logistics


                                      Course times

                                      Breaks

                                      Telephones

                                      Network access




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                                 3




                            Course Goals

                                  These topics will enable to perform the following tasks:
                                      Administrator Getting Started                                         Using Sugar Studio
                                            Navigate the Sugar Admin page                                            Perform basic customizations to the
                                            Configure common system settings                                         screen layout and mobile layout of a
                                            Add your company logo to your Sugar                                      given module
                                            system                                                                   Create custom fields for a given module
                                            Understand Module Loader                                                 Edit dropdown values for a standard
                                                                                                                     field or a custom field
                                                                                                                     Restore to a previous version of a
                                      Implementing Users, Teams                                                      screen layout
                                      and Roles
                                            Understand user types, create, edit,
                                            activate, and deactivate and reassign
                                            users in Sugar
                                            Understand team characteristics,
                                            create teams, assign users to teams,
                                            manage team information and create
                                            and manage team notices
                                            Define role characteristics, create roles
                                            and set privileges, duplicate roles



                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                                 4




                                                                                                                                                               3

                                                                        Copyright © 2009 SugarCRM, Inc.
      All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                            Sugar Administrator Fundamentals Introduction




                            Course Goals, Continued

                                  These topics will enable to perform the following tasks:
                                      Using Module Builder                                                     Creating Effective Workflows
                                            Understanding module packages                                               Understand when to use Sugar
                                            Develop custom modules                                                      workflow
                                            Manager custom fields                                                       Configure your system to enable
                                            Create module relationships                                                 workflows
                                            Organize module layouts                                                     Utilize the Sugar workflow components
                                                                                                                        such as conditions and alerts
                                            Deploy modules
                                      Configuring Email Settings                                               Configuring Tracker Settings
                                                                                                                        Configure Tracker Home Page
                                            Schedulers
                                                                                                                        Create Tracker Reports
                                            Configure inbound email settings for a
                                            personal mailbox                                                            Configure Tracker Settings
                                            Configure inbound email settings for a group                       Managing Connector Settings
                                            mailbox                                                                     Set Connector Settings
                                            Configure outbound email settings for system                                Enable Connectors
                                            notifications
                                                                                                                        Map Connector Fields
                                            Configure outbound email settings for a user                                Manage Connector Search
                                            Manage email queue
                                            Considerations for email campaigns


                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                                 5




                            Course Goals, Continued

                                  These topics will enable to perform the following tasks:
                                      Password Management
                                            Setting Password Requirements
                                            Editing Email Templates
                                            Setting Link Expiration
                                            Managing User-Generated Password Expiration
                                            Editing Login Lockout
                                            Enabling Captcha Validation




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                                 6




                                                                                                                                                                4

                                                                        Copyright © 2009 SugarCRM, Inc.
      All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                       Sugar Administrator Fundamentals Introduction




                            Online Agenda

                                  Day 1                                                                     Day 3
                                    Introduction                                                              Review
                                    Administrator Getting Started                                             Using Module Builder
                                    Implementing Users, Teams,                                                Configuring Email Settings
                                    and Roles                                                                 Recap
                                    Recap
                                                                                                            Day 4
                                  Day 2                                                                       Review
                                    Review                                                                    Creating Effective Workflows
                                    Using Studio                                                              Configuring Tracker Settings
                                    Recap                                                                     Managing Connector Settings
                                                                                                              Password Management
                                                                                                              Review and Conclusion



                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                                                  7




                            Course Approach


                                      Each topic has
                                            Walkthroughs of Sugar
                                            Lecture material and discussions
                                      Labs
                                            Training environment to work through labs
                                      Participant Guide contains
                                            Labs with questions and solutions
                                      SugarCRM Online Resources
                                            Up-to-date information



                                                                                       ©2008-2010 SugarCRM Inc. All rights reserved.                       8




                                                                                                                                                                     5

                                                                        Copyright © 2009 SugarCRM, Inc.
      All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                            Sugar Administrator Fundamentals Introduction




                             SugarCRM Resources
                                        Sugar University
                                             Links to the Learning Session schedule and the Online
                                             Library for step-by-step learning guides
                                        Sugar Podcasts!
                                             At www.SugarForge.org
                                        Sugar Docs: end-user and administrator manuals
                                        SugarWiki: http://www.sugarcrm.com/wiki
                                             Sugar Support Wiki: a support knowledgebase with tips,
                                             tricks, and troubleshooting steps
                                             Sugar Developer Wiki: a developer knowledgebase with
                                             documentation for extending and customizing Sugar
                                        Sugar Forums: http://www.sugarcrm.com/forums/
                                        Developer Zone: http://developers.sugarcrm.com
                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                       9




                            How to Get the Most from This Class

                                      Be on time at the start of each session
                                      Turn off cell phones, IM, and email to allow you to fully
                                      focus
                                            The brain can only handle one thing at a time!
                                      Switch off monitor or lower laptop during lecture
                                      sessions
                                      Follow along in walkthroughs
                                      Complete each lab in the order and time allotted
                                      Ask questions!
                                      Participate! 



                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                       10




                                                                                                                                                            6

                                                                        Copyright © 2009 SugarCRM, Inc.
      All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                            Sugar Administrator Fundamentals Introduction




                            Summary


                                      Now you know
                                            The goals, approach, and agenda for this course
                                            How to benefit from this course




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                       11




                                                                                             Sugar Administrator
                                                                                             Fundamentals
                                                                                             Introduction v 6.0




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                       12




                                                                                                                                                            7

                                                                        Copyright © 2009 SugarCRM, Inc.
      All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                Administrator Getting Started




                                                                                          Administrator
                                                                                          Getting Started




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             1




                            Learning Objectives


                                      Understand the key areas of information for Sugar
                                      Administrators
                                      Configure Sugar's system settings




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             2




                                                                    Copyright © 2009 SugarCRM, Inc.
                                                                                                                                                      8
  All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                Administrator Getting Started




                            Agenda


                                      Getting Friendly with the Admin Page
                                           Users
                                           Sugar Connect
                                           System
                                           Email
                                           Developer Tools
                                           Product & Quotes
                                           Bug Tracker
                                           Forecasts
                                           Contracts
                                      Questions and Answers




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             3




                            Users


                                      User Management
                                      Team Management
                                      Role Management
                                      Password Management




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             4




                                                                    Copyright © 2009 SugarCRM, Inc.
                                                                                                                                                      9
  All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                         Administrator Getting Started




                            Sugar Connect

                                     License Management
                                     Provides access to your personal Sugar Support
                                     portal
                                          Create and Manage Cases
                                          View Knowledge Base Articles
                                          Browse Training Materials
                                          Access Sugar Forums
                                     Sugar Updates
                                     Online Documentation




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.                       5




                            System
                                  Overall Maintenance of SugarCRM
                                  System Settings                 Themes
                                  Scheduler                       Shortcut Bar
                                  Upgrade Wizard                  Connectors                                             Basic Configuration
                                  Sugar Feed                      Mobile
                                  View Offline Clients            Tracker
                                  Backups                         PDF


                                  Locale                                                                                 Location Specific
                                  Currencies


                                  Diagnostic Tool                                                                        Support Services
                                  Repair




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.                       6




                                                                    Copyright © 2009 SugarCRM, Inc.
                                                                                                                                                    10
  All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                Administrator Getting Started




                            Email


                                      Email Settings
                                      Inbound Email
                                      Campaign Email Settings
                                      Manage Email Queue




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             7




                            Developer Tools

                                      Studio                                                           Rename Tabs
                                      Module Builder                                                   Configure Tabs
                                      Module Loader                                                    Configure Subpanels
                                      Dropdown Editor                                                  Sugar Portal
                                      Workflow
                                      Management




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             8




                                                                    Copyright © 2009 SugarCRM, Inc.
                                                                                                                                                    11
  All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                Administrator Getting Started




                            Product & Quotes


                                      Product Catalog
                                      Product Categories
                                      Product Types
                                      Manufacturers
                                      Shipping Providers
                                      Tax Rates




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             9




                            Everything Else

                                      Bugs
                                      Forecasts
                                      Contracts




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             10




                                                                    Copyright © 2009 SugarCRM, Inc.
                                                                                                                                                    12
  All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                     Administrator Getting Started




                            Question and Answer




                                                                                     ©2008-2010 SugarCRM Inc. All rights reserved.    11




                            Quick Review

                                         Users
                                         Sugar Connect
                                         System
                                         Email
                                         Developer Tools
                                         Product & Quotes
                                         Bug Tracker
                                         Forecasts
                                         Contracts




                                                          ©2008-2010 SugarCRM Inc. All rights reserved.                               12




                                                                    Copyright © 2009 SugarCRM, Inc.
                                                                                                                                                    13
  All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                                Administrator Getting Started




                                                                                          Administrator
                                                                                          Getting Started




                                                                         ©2008-2010 SugarCRM Inc. All rights reserved.             13




                                                                    Copyright © 2009 SugarCRM, Inc.
                                                                                                                                                    14
  All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
Sugar University                                                                                                            Implementing Users, Teams and Roles




                                                                                             Implementing Users,
                                                                                             Teams, and Roles




                            Learning Objectives


                                        This section will enable you to…
                                             Understand user types, create, edit, activate, and
                                             deactivate users in Sugar
                                             Reassign records
                                             Understand team characteristics, create teams, assign
                                             users to teams, manage team information, and create
                                             and manage team notices
                                             Define role characteristics, create roles, and manage
                                             field-level access




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  2




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            15
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Agenda


                                          Key Concepts
                                          Users
                                          Teams
                                          Roles
                                          Q&A
                                          Summary




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  3




                            Key Concepts: User
                                  What is a User?

                                       A user is how Sugar identifies the people in your
                                       organization who utilize the Sugar system
                                            If you are not a user, you cannot access Sugar directly
                                       A user is how Sugar authenticates you into the
                                       system
                                            You must supply a valid username/password
                                            combination to be authenticated into Sugar
                                       A user can be assigned records within Sugar
                                            Accounts, Contacts, Opportunities, Leads, etc.
                                       Each user can set their own preference settings
                                            Date and time formats, display options, personal
                                            information, etc.
                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  4




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            16
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Key Concepts: Team
                                   What is a Team?

                                        A team is a grouping of users; users are members of a
                                        team
                                            Users can belong to multiple teams
                                        Teams are used to allow/restrict visibility to records
                                            Accounts, Contacts, Opportunities, Leads, etc. are
                                            assigned to a team
                                        If a user is a member of the same team that the record
                                        is assigned to, then the user can see the record
                                        Teams are a feature of Sugar Professional and Sugar
                                        Enterprise
                                            Not available in Sugar Community Edition; all users
                                            can see all records
                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  5




                            Key Concepts: Role

                                   What is a Role?

                                        A role defines the operations that can be
                                        performed within a module
                                        A role only takes effect for users who are added to
                                        the role
                                        Users can belong to multiple roles
                                           The most restrictive role prevails




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  6




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            17
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Key Concepts

                                   How Do Users, Teams, and Roles Fit Together?

                                   Example:
                                     A sales person is a User, and belongs to the East
                                     Team and the Sales Role
                                     The sales person can logon to Sugar
                                     Can the sales person see a particular opportunity?
                                             Only if the opportunity is assigned to the East Team
                                        Can the sales person edit opportunities?
                                             Only if the Sales Role allows the Edit operation



                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  7




                            Question and Answer




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  8




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            18
Sugar University                                                                                                            Implementing Users, Teams and Roles




                                                                                Users




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  9




                            Key Concepts – What is a User?

                                        A user is how Sugar identifies the people in your
                                        organization who utilize the Sugar system
                                        A user is how Sugar authenticates you into the
                                        system
                                        A user can be assigned records within Sugar
                                        Each user can set their own preference settings




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  10




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            19
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Users - Active or Inactive

                                        Active users can
                                             Logon
                                             Be assigned records
                                             Count as a license (Pro + Ent)
                                        Inactive users cannot
                                             Logon
                                             Be assigned records,
                                             Count as a license (Pro + Ent)
                                        Why do not delete users?
                                             Keeps historical records valid
                                             Avoids orphaning records



                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  11




                            Users - Admins

                                        Multiple users can be granted Admin privileges
                                        Admin users gain access to the Administration
                                        area
                                             System Settings, Upgrade Wizard, Module Loader, User
                                             Management, Studio, Schedulers, Product Catalog, etc.
                                        Admin users bypass team security, and can view
                                        all records (Pro + Ent)
                                        Admin users count as a license (Pro + Ent)
                                             The original admin user can be re-named




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  12




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



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Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Users - Other User Types


                                        Portal API users are for server-to-server
                                        authentication
                                             Cannot logon through login screen
                                             Only method for login is through SOAP API
                                             Do not count as a license (Pro + Ent)
                                        Group users are for inbound email group
                                        mailboxes
                                             Cannot logon
                                             Do not count as a license (Pro + Ent)




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  13




                            Users - Creating Users
                                        Usernames must be unique, and no more than 20
                                        alpha-numeric characters
                                        Last names (surnames) and passwords are also
                                        required for creating a user
                                        New users are sent notification with logon
                                        information
                                             This may be set up through Password Management
                                        A user cannot be selected to report to themselves
                                        New users are automatically added to the Global
                                        team (Pro and Ent only)
                                        A private team is automatically created for a new
                                        user, and the new user is automatically added to
                                        their private team (Pro and Ent only)
                                        Select Active or Inactive status
                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  14




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            21
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Users – Editing Users


                                        Users can modify many of their own preference
                                        settings
                                        Users can NOT modify:
                                             Status (Active/Inactive)
                                             User type (Admin, Group, Portal)
                                             Access to Offline Client
                                             Reports to
                                             Tabs removed from view by an Admin
                                             Team membership
                                             Role membership



                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  15




                            Users – Record Reassignment

                                        In cases where records must be transferred to
                                        new users
                                        Records may be assigned to teams as well
                                        The reassignment may be applied on any or all
                                        modules required




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  16




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            22
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Demonstration


                                        Implementing Users




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  17




                            Lab


                                   Lab #1: Implementing Users
                                             15 minutes




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  18




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            23
Sugar University                                                                                                                       Implementing Users, Teams and Roles




                            Question and Answer




                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                                             19




                                                                                          Teams




                                                                                       ©2008-2010 SugarCRM Inc. All rights reserved.                  20




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                              24
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Key Concepts: Teams

                                   What is a Team?

                                   • A team is a grouping of users; users are members
                                     of a team
                                   • Users can belong to multiple teams
                                   • Teams allow/restrict visibility to records
                                   • If a user is a member of the same team the record
                                     is assigned to, then the user can see the record
                                   • Teams are a feature of Sugar Professional and
                                     Sugar Enterprise only



                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  21




                            Teams - Record Assignment

                                        Teams handle record-level security
                                        Every record within Sugar may belong to one or
                                        more teams
                                        If a user belongs to the same team authorized to
                                        view a record, the user can access the record
                                             Otherwise, the user will see “Error retrieving record. You
                                             may not be authorized to view this record.”
                                        Admin users bypass team security and can view
                                        all available records




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  22




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            25
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Teams are Buckets


                                     Jim                                                                                                     Sally



                                         West Team                              North Team                                           East Team


                                      Contact: Ann Smith                   Contact Craig Elms                                    Contact: Ann Smith
                                      Contact: Ben Davis                   Account: Beta Corp.                                   Account: Gamma Inc.
                                      Account: Alpha Inc.                  Account: Alpha Inc.                                   Account: Delta Co.



                                                Jim has access to                                                           Sally has access to
                                     Ann Smith        Ben Davis      Craig Elms                                   Ann Smith             Craig Elms

                                         Alpha Inc.              Beta Corp.                                 Alpha            Beta    Gamma        Delta
                                                                                                             Inc.            Corp.    Inc.         Co.


                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                             23




                            Teams - Record Assignment,                                                              Continued


                                        Global team is intended for records that should be visible to
                                        all users
                                             Important: Do not delete the Global team, or remove users
                                             from the Global team
                                        Private teams are denoted as the username within
                                        parentheses
                                             Example: (laura) for Laura Angel
                                             Important: Do not delete the private teams, or remove users
                                             from their private teams
                                        Users create new records assigned to their Default Team,
                                        unless otherwise specified
                                             By default, the default team is the user’s private team
                                             Users can change their default team
                                        Team is a required field for saving records
                                             Important: Do not remove the Team field from edit view
                                             layouts

                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                             24




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            26
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Teams - Membership Types
                                        Member or Explicit
                                             When a user is manually assigned to a team, the user is
                                             given explicit membership to that team
                                             Can be removed manually as well
                                        Member Reports-to or Implicit
                                             When a user is manually assigned to a team, the user’s
                                             manager (Reports To) is given implicit membership to
                                             that team
                                             The manager of the user is given implicit membership,
                                             all the way up the reporting hierarchy
                                             The manger can only be removed by breaking the
                                             Reports To link, or by removing the original downstream
                                             user from the team


                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  25




                            Teams - Team Notices


                                        Team Notices broadcast team-specific alerts to
                                        team members
                                        Team Notices display as a scrolling marquee in a
                                        dashlet on each team member’s Home page
                                        Each Team Notice has a start date and an end
                                        date
                                        Team Notices can be set to Hidden if the admin
                                        wants to disable the Notice
                                        Team Notices can include a URL


                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  26




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            27
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Demonstration


                                        Implementing Teams




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  27




                            Lab


                                        Lab #2: Implementing Teams
                                             15 minutes




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  28




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            28
Sugar University                                                                                                                       Implementing Users, Teams and Roles




                            Question and Answer




                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                                             29




                                                                                            Roles




                                                                                       ©2008-2010 SugarCRM Inc. All rights reserved.                  30




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                              29
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Key Concepts: Roles


                                   What is a Role?
                                    A role defines the operations that can be
                                    performed within a module
                                    A role only takes effect for users who are added to
                                    the role
                                    Users can belong to multiple role
                                             The most restrictive aspect of each role prevails




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  31




                            Roles - Access and Access Types
                               Roles control access levels to modules for a set of users



                                    Access displays the module tab when set to Enabled or Not Set.
                                       Enabled – module tab available
                                       Not Set – set by default, which is the same as Enabled
                                       Disabled – module table unavailable
                                    Access Type delegates the ownership of specific tasks in certain
                                    modules to groups or individuals.
                                       Normal – can view and manage records in the module depending on
                                       team membership. Regular users are granted Normal access type.
                                       Admin – can administer all records in the module regardless of team
                                       membership. The user does not have access to admin tools.
                                       Developer – can access the administrator and development tools.
                                       Admin & Developer – allows the user to view and manage all
                                       records and access administration and development tools to manage
                                       the module. Team membership is not required to view records in this
                                       module.
                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  32




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            30
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Roles - Allowed Operations




                                        Operation options:
                                             All – all users who are assigned to the role can perform
                                             this operation
                                             Owner – only the assigned user of the record can
                                             perform the operation
                                             Not Set – setting by default, same action as All
                                             None – none of the users in this role can perform the
                                             operation
                                        Operations: Delete, Edit, Export, Import, View the
                                        List View, and View the Detail View


                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  33




                            Roles - Field Level Access

                                        Field Level Access provides granular security
                                        Accessible by selecting the module hyperlink
                                        within a specific role.




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  34




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            31
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Roles – Field Level Permission Types
                                 To set permissions for a field, click Not Set and
                                 select one of the following options from the drop-
                                 down menu:
                                           Read / Write
                                                Role users are able to View and Edit
                                           Read / Owner Write
                                                Role users are able to View, but only record owners may
                                                Edit
                                           Read Only
                                                Role users are only able to View
                                           Owner Read / Owner Write
                                                Only record owners may View and Edit particular record
                                           None
                                                The field is hidden from all users

                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  35




                            Role Examples
                                        Role Access Example
                                             Role A = Enable Accounts & Opportunities Modules
                                                      Disable Cases Module
                                             Role B = Enable Accounts & Cases Module
                                             User assigned to Role A & B = Access to Accounts
                                             and Opportunities

                                        Operations Example
                                             Role A = OWNER can Edit & Delete Account records
                                             Role B = NONE can Edit & Delete Account records
                                             Users assigned to Role A & B = cannot Edit or
                                             Delete Account records



                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  36




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            32
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Demonstration


                                        Implementing Roles




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  37




                            Labs


                                        Lab #3: Implementing Roles
                                             15 minutes
                                        Lab #4: Record Reassignment
                                             10 minutes
                                        Lab #5: Field Level Access
                                             10 minutes




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  38




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            33
Sugar University                                                                                                            Implementing Users, Teams and Roles




                            Question and Answer




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  39




                            Summary

                                        Now you can:
                                             Understand user types, create, edit, activate, deactivate
                                             and reassign users in Sugar
                                             Understand team characteristics, create teams, assign
                                             users to teams, manage team information and create
                                             and manage team notices
                                             Define role characteristics, create roles, and set
                                             privileges
                                        Key Concepts
                                             Users logon to the system
                                             Teams restrict which records a user can view
                                             Roles restrict what operations a user can perform on
                                             those records

                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  40




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            34
Sugar University                                                                                                            Implementing Users, Teams and Roles




                                                                                             Implementing Users,
                                                                                             Teams, and Roles




                                                                            ©2008-2010 SugarCRM Inc. All rights reserved.                  41




                                                                       Copyright © 2008 SugarCRM, Inc.
     All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.



                                                                                                                                                            35
Sugar University                                                                                                                             Using Sugar Studio




                                                                                            Using Sugar Studio




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.
                                                                                                                                         1




                           Learning Objectives


                                       This section will enable you to…
                                            Organize module and mobile layouts
                                            Restore to a previous version of a module layout
                                            Create and edit custom fields for modules
                                            Create and edit drop-down menus for standard and
                                            custom fields
                                            Edit field labels
                                            Create and edit module relationships
                                            Configure and rename module tabs




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 2




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           36
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          1
Sugar University                                                                                                                             Using Sugar Studio




                                                            Overview and Navigation




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 3




                           What is Studio?


                                       Studio is where basic customizations may be
                                       made to the look and feel of the modules.
                                       Studio is accessible to users with administrator
                                       privileges
                                       Studio is located on the Administration home page




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 4




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           37
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          2
Sugar University                                                                                                                             Using Sugar Studio




                           Navigation
                                       Module File Tree
                                       Module Icons
                                            Bread crumb trail
                                       Help panel




                                                                                      ©2008-2010 SugarCRM Inc. All rights reserved.      5




                           Exporting Customizations


                                       Ability to export customized modules from Studio
                                       Creates a package of one or multiple modules
                                       Creates a .zip file for the package containing the
                                       customizations.




                                                          •©2008-2010 SugarCRM Inc. All rights reserved.




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           38
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          3
Sugar University                                                                                                                             Using Sugar Studio




                           Studio Module Components
                                       Labels
                                            Edit the standard and custom field labels that display in
                                            records for the module
                                       Fields
                                            Create custom fields
                                            Edit standard and custom fields
                                       Relationships
                                            Create custom relationships
                                       Layouts
                                            Add, remove, and organize panels, rows, and fields in the
                                            layouts
                                       Subpanels
                                            Add, remove and organize the fields displayed in subpanels
                                       Mobile Layouts
                                            Add, remove and organize panels, rows, and fields for wireless
                                            devices


                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 7




                           Demonstration


                                       Navigating Studio




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 8




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           39
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          4
Sugar University                                                                                                                             Using Sugar Studio




                           Question and Answer




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 9




                                                       Customizing Layouts




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 10




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           40
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          5
Sugar University                                                                                                                           Using Sugar Studio




                           Layout Definitions

                                          Edit View
                                               Contains fields for editing record data; this is where you may
                                               change field values
                                          Detail View
                                               Displays the record data; this is the first view you see when
                                               you access a record


                                     Note: The Edit View and Detail View must be edited
                                           separately!




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 11




                           Layout Definitions, Continued

                                     List View
                                          Shows a filtered list of records based on search criteria
                                     Quick Create Form
                                          Shows the subpanel Create short form

                                     Sugar Dashlets
                                          Contains dashlet fields on the home page
                                     Popup
                                          Provides popup window search parameters

                                     Search
                                          Provides search parameters which filter records and
                                          determine what appears in the list view

                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 12




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           41
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          6
Sugar University                                                                                                                           Using Sugar Studio




                           Layout - Buttons

                                     Save - Changes are saved in Studio, but are not
                                     reflected in the module
                                     Save & Deploy - Changes are saved in Studio,
                                     and also deployed to the module
                                     View History - Restores the layout to a
                                     previously saved version
                                     Restore Default - Restores the default layout




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 13




                           Customizing Detail View, Edit View, and Quick Create

                                    Toolbox
                                         View all fields, both
                                         standard and custom, that
                                         are not in the layout
                                         Drag & drop to/from the
                                         layout and Toolbox
                                              Fields
                                              (filler) fields
                                              Rows
                                              Panels
                                    Display panels as tabs



                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 14




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           42
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          7
Sugar University                                                                                                                           Using Sugar Studio




                           Mobile Layouts




                                           Mobile EditView / DetailView
                                                Contains fields for editing and displaying record data
                                           Mobile ListView
                                                Shows a filtered list of records based on search criteria
                                           Mobile Search
                                                Provides search parameters that filter records and
                                                determine what appears in the list view

                                      Note: Featured in Sugar Professional and Enterprise.

                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 15




                           Demonstration


                                       Customizing Detail View, Edit View, and Quick
                                       Create




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 16




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           43
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          8
Sugar University                                                                                                                           Using Sugar Studio




                           Lab

                                       Lab #1: Adding and Removing Panels, Rows and
                                       Fields in Detail View, Edit View, and Quick Create
                                       Layouts
                                            25 minutes




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 17




                           Question and Answer




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 18




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           44
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          9
Sugar University                                                                                                                           Using Sugar Studio




                           Customizing ListView, Sugar Dashlet, Popup, and Search Layouts



                                       Adding Fields
                                            Drag & drop fields to
                                            Default column
                                        Removing Fields
                                            Drag & drop fields in
                                            Default column to
                                            Available or Hidden
                                            columns
                                       Changing Column
                                       Width

                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 19




                           Demonstration


                                       Customizing List View, Search Form, and
                                       Subpanels




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 20




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           45
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          10
Sugar University                                                                                                                           Using Sugar Studio




                           Lab


                                       Lab #2: Adding and Removing Fields in List View
                                            10 minutes




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 21




                           Question and Answer




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 22




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           46
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          11
Sugar University                                                                                                                           Using Sugar Studio




                                                          Creating and Editing Fields




                                                                                      ©2008-2010 SugarCRM Inc. All rights reserved.      23




                           Creating and Editing Fields

                                       Add Field button – creates new custom field
                                       Edit Labels button – allow you to edit any field’s
                                       label
                                       Edit a Field – edits custom and standard fields



                                     Custom Fields


                                    Standard Fields



                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                                 24




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           47
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          12
Sugar University                                                                                                                           Using Sugar Studio




                           Field Types
                                 Standard Fields                                                           Special Fields
                                           Text Field                                                                URL
                                           Text Area                                                                 HTML
                                           Address                                                                   Float
                                           Currency                                                                  Image
                                           Date                                                                      Encrypt
                                           Date/Time
                                                                                                         List of Values Fields
                                           Decimal
                                                                                                                      DropDown
                                           Integer
                                                                                                                      Multiselect
                                           Phone
                                                                                                                      Radio
                                                                                                                      Checkbox
                                     Relationship Fields
                                           Relate
                                           Flex Relate

                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 25




                           Demonstration


                                       Creating and Editing Fields




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 26




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           48
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          13
Sugar University                                                                                                                           Using Sugar Studio




                           Lab


                                       Lab #3: Create and Edit Custom Fields
                                            10 minutes




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 27




                           Question and Answer




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 28




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           49
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          14
Sugar University                                                                                                                           Using Sugar Studio




                                                                    Dropdown Editor




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 29




                           Dropdowns Overview

                                Create and Edit Dropdown Fields
                                  In Dropdown Editor, view a list of all dropdowns in
                                  Sugar
                                  In Studio Module Fields component, select a
                                  Dropdown data type




                                                                           ©2008-2010 SugarCRM Inc. All rights reserved.                 30




                                                                     Copyright © 2008 SugarCRM, Inc.
                                                                                                                                                           50
   All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.


                                                                                                                                                                          15
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SugarCRM Administrator Fundamentals Student Guide

  • 1. SugarCRM Administrator Fundamentals Student Guide v. 6.0 1
  • 2. Sugar University Sugar Administrator Fundamentals Introduction Sugar Administrator Fundamentals Introduction v 6.0 ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This session will enable you to Understand the goals, approach, and agenda for this class Understand how to benefit from this class ©2008-2010 SugarCRM Inc. All rights reserved. 2 2 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 3. Sugar University Sugar Administrator Fundamentals Introduction Logistics Course times Breaks Telephones Network access ©2008-2010 SugarCRM Inc. All rights reserved. 3 Course Goals These topics will enable to perform the following tasks: Administrator Getting Started Using Sugar Studio Navigate the Sugar Admin page Perform basic customizations to the Configure common system settings screen layout and mobile layout of a Add your company logo to your Sugar given module system Create custom fields for a given module Understand Module Loader Edit dropdown values for a standard field or a custom field Restore to a previous version of a Implementing Users, Teams screen layout and Roles Understand user types, create, edit, activate, and deactivate and reassign users in Sugar Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices Define role characteristics, create roles and set privileges, duplicate roles ©2008-2010 SugarCRM Inc. All rights reserved. 4 3 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 4. Sugar University Sugar Administrator Fundamentals Introduction Course Goals, Continued These topics will enable to perform the following tasks: Using Module Builder Creating Effective Workflows Understanding module packages Understand when to use Sugar Develop custom modules workflow Manager custom fields Configure your system to enable Create module relationships workflows Organize module layouts Utilize the Sugar workflow components such as conditions and alerts Deploy modules Configuring Email Settings Configuring Tracker Settings Configure Tracker Home Page Schedulers Create Tracker Reports Configure inbound email settings for a personal mailbox Configure Tracker Settings Configure inbound email settings for a group Managing Connector Settings mailbox Set Connector Settings Configure outbound email settings for system Enable Connectors notifications Map Connector Fields Configure outbound email settings for a user Manage Connector Search Manage email queue Considerations for email campaigns ©2008-2010 SugarCRM Inc. All rights reserved. 5 Course Goals, Continued These topics will enable to perform the following tasks: Password Management Setting Password Requirements Editing Email Templates Setting Link Expiration Managing User-Generated Password Expiration Editing Login Lockout Enabling Captcha Validation ©2008-2010 SugarCRM Inc. All rights reserved. 6 4 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 5. Sugar University Sugar Administrator Fundamentals Introduction Online Agenda Day 1 Day 3 Introduction Review Administrator Getting Started Using Module Builder Implementing Users, Teams, Configuring Email Settings and Roles Recap Recap Day 4 Day 2 Review Review Creating Effective Workflows Using Studio Configuring Tracker Settings Recap Managing Connector Settings Password Management Review and Conclusion ©2008-2010 SugarCRM Inc. All rights reserved. 7 Course Approach Each topic has Walkthroughs of Sugar Lecture material and discussions Labs Training environment to work through labs Participant Guide contains Labs with questions and solutions SugarCRM Online Resources Up-to-date information ©2008-2010 SugarCRM Inc. All rights reserved. 8 5 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 6. Sugar University Sugar Administrator Fundamentals Introduction SugarCRM Resources Sugar University Links to the Learning Session schedule and the Online Library for step-by-step learning guides Sugar Podcasts! At www.SugarForge.org Sugar Docs: end-user and administrator manuals SugarWiki: http://www.sugarcrm.com/wiki Sugar Support Wiki: a support knowledgebase with tips, tricks, and troubleshooting steps Sugar Developer Wiki: a developer knowledgebase with documentation for extending and customizing Sugar Sugar Forums: http://www.sugarcrm.com/forums/ Developer Zone: http://developers.sugarcrm.com ©2008-2010 SugarCRM Inc. All rights reserved. 9 How to Get the Most from This Class Be on time at the start of each session Turn off cell phones, IM, and email to allow you to fully focus The brain can only handle one thing at a time! Switch off monitor or lower laptop during lecture sessions Follow along in walkthroughs Complete each lab in the order and time allotted Ask questions! Participate!  ©2008-2010 SugarCRM Inc. All rights reserved. 10 6 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 7. Sugar University Sugar Administrator Fundamentals Introduction Summary Now you know The goals, approach, and agenda for this course How to benefit from this course ©2008-2010 SugarCRM Inc. All rights reserved. 11 Sugar Administrator Fundamentals Introduction v 6.0 ©2008-2010 SugarCRM Inc. All rights reserved. 12 7 Copyright © 2009 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 8. Sugar University Administrator Getting Started Administrator Getting Started ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives Understand the key areas of information for Sugar Administrators Configure Sugar's system settings ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2009 SugarCRM, Inc. 8 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 9. Sugar University Administrator Getting Started Agenda Getting Friendly with the Admin Page Users Sugar Connect System Email Developer Tools Product & Quotes Bug Tracker Forecasts Contracts Questions and Answers ©2008-2010 SugarCRM Inc. All rights reserved. 3 Users User Management Team Management Role Management Password Management ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2009 SugarCRM, Inc. 9 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 10. Sugar University Administrator Getting Started Sugar Connect License Management Provides access to your personal Sugar Support portal Create and Manage Cases View Knowledge Base Articles Browse Training Materials Access Sugar Forums Sugar Updates Online Documentation ©2008-2010 SugarCRM Inc. All rights reserved. 5 System Overall Maintenance of SugarCRM System Settings Themes Scheduler Shortcut Bar Upgrade Wizard Connectors Basic Configuration Sugar Feed Mobile View Offline Clients Tracker Backups PDF Locale Location Specific Currencies Diagnostic Tool Support Services Repair ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2009 SugarCRM, Inc. 10 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 11. Sugar University Administrator Getting Started Email Email Settings Inbound Email Campaign Email Settings Manage Email Queue ©2008-2010 SugarCRM Inc. All rights reserved. 7 Developer Tools Studio Rename Tabs Module Builder Configure Tabs Module Loader Configure Subpanels Dropdown Editor Sugar Portal Workflow Management ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2009 SugarCRM, Inc. 11 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 12. Sugar University Administrator Getting Started Product & Quotes Product Catalog Product Categories Product Types Manufacturers Shipping Providers Tax Rates ©2008-2010 SugarCRM Inc. All rights reserved. 9 Everything Else Bugs Forecasts Contracts ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2009 SugarCRM, Inc. 12 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 13. Sugar University Administrator Getting Started Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 11 Quick Review Users Sugar Connect System Email Developer Tools Product & Quotes Bug Tracker Forecasts Contracts ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2009 SugarCRM, Inc. 13 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 14. Sugar University Administrator Getting Started Administrator Getting Started ©2008-2010 SugarCRM Inc. All rights reserved. 13 Copyright © 2009 SugarCRM, Inc. 14 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM.
  • 15. Sugar University Implementing Users, Teams and Roles Implementing Users, Teams, and Roles Learning Objectives This section will enable you to… Understand user types, create, edit, activate, and deactivate users in Sugar Reassign records Understand team characteristics, create teams, assign users to teams, manage team information, and create and manage team notices Define role characteristics, create roles, and manage field-level access ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 15
  • 16. Sugar University Implementing Users, Teams and Roles Agenda Key Concepts Users Teams Roles Q&A Summary ©2008-2010 SugarCRM Inc. All rights reserved. 3 Key Concepts: User What is a User? A user is how Sugar identifies the people in your organization who utilize the Sugar system If you are not a user, you cannot access Sugar directly A user is how Sugar authenticates you into the system You must supply a valid username/password combination to be authenticated into Sugar A user can be assigned records within Sugar Accounts, Contacts, Opportunities, Leads, etc. Each user can set their own preference settings Date and time formats, display options, personal information, etc. ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 16
  • 17. Sugar University Implementing Users, Teams and Roles Key Concepts: Team What is a Team? A team is a grouping of users; users are members of a team Users can belong to multiple teams Teams are used to allow/restrict visibility to records Accounts, Contacts, Opportunities, Leads, etc. are assigned to a team If a user is a member of the same team that the record is assigned to, then the user can see the record Teams are a feature of Sugar Professional and Sugar Enterprise Not available in Sugar Community Edition; all users can see all records ©2008-2010 SugarCRM Inc. All rights reserved. 5 Key Concepts: Role What is a Role? A role defines the operations that can be performed within a module A role only takes effect for users who are added to the role Users can belong to multiple roles The most restrictive role prevails ©2008-2010 SugarCRM Inc. All rights reserved. 6 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 17
  • 18. Sugar University Implementing Users, Teams and Roles Key Concepts How Do Users, Teams, and Roles Fit Together? Example: A sales person is a User, and belongs to the East Team and the Sales Role The sales person can logon to Sugar Can the sales person see a particular opportunity? Only if the opportunity is assigned to the East Team Can the sales person edit opportunities? Only if the Sales Role allows the Edit operation ©2008-2010 SugarCRM Inc. All rights reserved. 7 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 18
  • 19. Sugar University Implementing Users, Teams and Roles Users ©2008-2010 SugarCRM Inc. All rights reserved. 9 Key Concepts – What is a User? A user is how Sugar identifies the people in your organization who utilize the Sugar system A user is how Sugar authenticates you into the system A user can be assigned records within Sugar Each user can set their own preference settings ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 19
  • 20. Sugar University Implementing Users, Teams and Roles Users - Active or Inactive Active users can Logon Be assigned records Count as a license (Pro + Ent) Inactive users cannot Logon Be assigned records, Count as a license (Pro + Ent) Why do not delete users? Keeps historical records valid Avoids orphaning records ©2008-2010 SugarCRM Inc. All rights reserved. 11 Users - Admins Multiple users can be granted Admin privileges Admin users gain access to the Administration area System Settings, Upgrade Wizard, Module Loader, User Management, Studio, Schedulers, Product Catalog, etc. Admin users bypass team security, and can view all records (Pro + Ent) Admin users count as a license (Pro + Ent) The original admin user can be re-named ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 20
  • 21. Sugar University Implementing Users, Teams and Roles Users - Other User Types Portal API users are for server-to-server authentication Cannot logon through login screen Only method for login is through SOAP API Do not count as a license (Pro + Ent) Group users are for inbound email group mailboxes Cannot logon Do not count as a license (Pro + Ent) ©2008-2010 SugarCRM Inc. All rights reserved. 13 Users - Creating Users Usernames must be unique, and no more than 20 alpha-numeric characters Last names (surnames) and passwords are also required for creating a user New users are sent notification with logon information This may be set up through Password Management A user cannot be selected to report to themselves New users are automatically added to the Global team (Pro and Ent only) A private team is automatically created for a new user, and the new user is automatically added to their private team (Pro and Ent only) Select Active or Inactive status ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 21
  • 22. Sugar University Implementing Users, Teams and Roles Users – Editing Users Users can modify many of their own preference settings Users can NOT modify: Status (Active/Inactive) User type (Admin, Group, Portal) Access to Offline Client Reports to Tabs removed from view by an Admin Team membership Role membership ©2008-2010 SugarCRM Inc. All rights reserved. 15 Users – Record Reassignment In cases where records must be transferred to new users Records may be assigned to teams as well The reassignment may be applied on any or all modules required ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 22
  • 23. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Users ©2008-2010 SugarCRM Inc. All rights reserved. 17 Lab Lab #1: Implementing Users 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 23
  • 24. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 19 Teams ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 24
  • 25. Sugar University Implementing Users, Teams and Roles Key Concepts: Teams What is a Team? • A team is a grouping of users; users are members of a team • Users can belong to multiple teams • Teams allow/restrict visibility to records • If a user is a member of the same team the record is assigned to, then the user can see the record • Teams are a feature of Sugar Professional and Sugar Enterprise only ©2008-2010 SugarCRM Inc. All rights reserved. 21 Teams - Record Assignment Teams handle record-level security Every record within Sugar may belong to one or more teams If a user belongs to the same team authorized to view a record, the user can access the record Otherwise, the user will see “Error retrieving record. You may not be authorized to view this record.” Admin users bypass team security and can view all available records ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 25
  • 26. Sugar University Implementing Users, Teams and Roles Teams are Buckets Jim Sally West Team North Team East Team Contact: Ann Smith Contact Craig Elms Contact: Ann Smith Contact: Ben Davis Account: Beta Corp. Account: Gamma Inc. Account: Alpha Inc. Account: Alpha Inc. Account: Delta Co. Jim has access to Sally has access to Ann Smith Ben Davis Craig Elms Ann Smith Craig Elms Alpha Inc. Beta Corp. Alpha Beta Gamma Delta Inc. Corp. Inc. Co. ©2008-2010 SugarCRM Inc. All rights reserved. 23 Teams - Record Assignment, Continued Global team is intended for records that should be visible to all users Important: Do not delete the Global team, or remove users from the Global team Private teams are denoted as the username within parentheses Example: (laura) for Laura Angel Important: Do not delete the private teams, or remove users from their private teams Users create new records assigned to their Default Team, unless otherwise specified By default, the default team is the user’s private team Users can change their default team Team is a required field for saving records Important: Do not remove the Team field from edit view layouts ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 26
  • 27. Sugar University Implementing Users, Teams and Roles Teams - Membership Types Member or Explicit When a user is manually assigned to a team, the user is given explicit membership to that team Can be removed manually as well Member Reports-to or Implicit When a user is manually assigned to a team, the user’s manager (Reports To) is given implicit membership to that team The manager of the user is given implicit membership, all the way up the reporting hierarchy The manger can only be removed by breaking the Reports To link, or by removing the original downstream user from the team ©2008-2010 SugarCRM Inc. All rights reserved. 25 Teams - Team Notices Team Notices broadcast team-specific alerts to team members Team Notices display as a scrolling marquee in a dashlet on each team member’s Home page Each Team Notice has a start date and an end date Team Notices can be set to Hidden if the admin wants to disable the Notice Team Notices can include a URL ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 27
  • 28. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Teams ©2008-2010 SugarCRM Inc. All rights reserved. 27 Lab Lab #2: Implementing Teams 15 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 28 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 28
  • 29. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 29 Roles ©2008-2010 SugarCRM Inc. All rights reserved. 30 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 29
  • 30. Sugar University Implementing Users, Teams and Roles Key Concepts: Roles What is a Role? A role defines the operations that can be performed within a module A role only takes effect for users who are added to the role Users can belong to multiple role The most restrictive aspect of each role prevails ©2008-2010 SugarCRM Inc. All rights reserved. 31 Roles - Access and Access Types Roles control access levels to modules for a set of users Access displays the module tab when set to Enabled or Not Set. Enabled – module tab available Not Set – set by default, which is the same as Enabled Disabled – module table unavailable Access Type delegates the ownership of specific tasks in certain modules to groups or individuals. Normal – can view and manage records in the module depending on team membership. Regular users are granted Normal access type. Admin – can administer all records in the module regardless of team membership. The user does not have access to admin tools. Developer – can access the administrator and development tools. Admin & Developer – allows the user to view and manage all records and access administration and development tools to manage the module. Team membership is not required to view records in this module. ©2008-2010 SugarCRM Inc. All rights reserved. 32 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 30
  • 31. Sugar University Implementing Users, Teams and Roles Roles - Allowed Operations Operation options: All – all users who are assigned to the role can perform this operation Owner – only the assigned user of the record can perform the operation Not Set – setting by default, same action as All None – none of the users in this role can perform the operation Operations: Delete, Edit, Export, Import, View the List View, and View the Detail View ©2008-2010 SugarCRM Inc. All rights reserved. 33 Roles - Field Level Access Field Level Access provides granular security Accessible by selecting the module hyperlink within a specific role. ©2008-2010 SugarCRM Inc. All rights reserved. 34 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 31
  • 32. Sugar University Implementing Users, Teams and Roles Roles – Field Level Permission Types To set permissions for a field, click Not Set and select one of the following options from the drop- down menu: Read / Write Role users are able to View and Edit Read / Owner Write Role users are able to View, but only record owners may Edit Read Only Role users are only able to View Owner Read / Owner Write Only record owners may View and Edit particular record None The field is hidden from all users ©2008-2010 SugarCRM Inc. All rights reserved. 35 Role Examples Role Access Example Role A = Enable Accounts & Opportunities Modules Disable Cases Module Role B = Enable Accounts & Cases Module User assigned to Role A & B = Access to Accounts and Opportunities Operations Example Role A = OWNER can Edit & Delete Account records Role B = NONE can Edit & Delete Account records Users assigned to Role A & B = cannot Edit or Delete Account records ©2008-2010 SugarCRM Inc. All rights reserved. 36 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 32
  • 33. Sugar University Implementing Users, Teams and Roles Demonstration Implementing Roles ©2008-2010 SugarCRM Inc. All rights reserved. 37 Labs Lab #3: Implementing Roles 15 minutes Lab #4: Record Reassignment 10 minutes Lab #5: Field Level Access 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 38 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 33
  • 34. Sugar University Implementing Users, Teams and Roles Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 39 Summary Now you can: Understand user types, create, edit, activate, deactivate and reassign users in Sugar Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices Define role characteristics, create roles, and set privileges Key Concepts Users logon to the system Teams restrict which records a user can view Roles restrict what operations a user can perform on those records ©2008-2010 SugarCRM Inc. All rights reserved. 40 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 34
  • 35. Sugar University Implementing Users, Teams and Roles Implementing Users, Teams, and Roles ©2008-2010 SugarCRM Inc. All rights reserved. 41 Copyright © 2008 SugarCRM, Inc. All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 35
  • 36. Sugar University Using Sugar Studio Using Sugar Studio ©2008-2010 SugarCRM Inc. All rights reserved. 1 Learning Objectives This section will enable you to… Organize module and mobile layouts Restore to a previous version of a module layout Create and edit custom fields for modules Create and edit drop-down menus for standard and custom fields Edit field labels Create and edit module relationships Configure and rename module tabs ©2008-2010 SugarCRM Inc. All rights reserved. 2 Copyright © 2008 SugarCRM, Inc. 36 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 1
  • 37. Sugar University Using Sugar Studio Overview and Navigation ©2008-2010 SugarCRM Inc. All rights reserved. 3 What is Studio? Studio is where basic customizations may be made to the look and feel of the modules. Studio is accessible to users with administrator privileges Studio is located on the Administration home page ©2008-2010 SugarCRM Inc. All rights reserved. 4 Copyright © 2008 SugarCRM, Inc. 37 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 2
  • 38. Sugar University Using Sugar Studio Navigation Module File Tree Module Icons Bread crumb trail Help panel ©2008-2010 SugarCRM Inc. All rights reserved. 5 Exporting Customizations Ability to export customized modules from Studio Creates a package of one or multiple modules Creates a .zip file for the package containing the customizations. •©2008-2010 SugarCRM Inc. All rights reserved. Copyright © 2008 SugarCRM, Inc. 38 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 3
  • 39. Sugar University Using Sugar Studio Studio Module Components Labels Edit the standard and custom field labels that display in records for the module Fields Create custom fields Edit standard and custom fields Relationships Create custom relationships Layouts Add, remove, and organize panels, rows, and fields in the layouts Subpanels Add, remove and organize the fields displayed in subpanels Mobile Layouts Add, remove and organize panels, rows, and fields for wireless devices ©2008-2010 SugarCRM Inc. All rights reserved. 7 Demonstration Navigating Studio ©2008-2010 SugarCRM Inc. All rights reserved. 8 Copyright © 2008 SugarCRM, Inc. 39 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 4
  • 40. Sugar University Using Sugar Studio Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 9 Customizing Layouts ©2008-2010 SugarCRM Inc. All rights reserved. 10 Copyright © 2008 SugarCRM, Inc. 40 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 5
  • 41. Sugar University Using Sugar Studio Layout Definitions Edit View Contains fields for editing record data; this is where you may change field values Detail View Displays the record data; this is the first view you see when you access a record Note: The Edit View and Detail View must be edited separately! ©2008-2010 SugarCRM Inc. All rights reserved. 11 Layout Definitions, Continued List View Shows a filtered list of records based on search criteria Quick Create Form Shows the subpanel Create short form Sugar Dashlets Contains dashlet fields on the home page Popup Provides popup window search parameters Search Provides search parameters which filter records and determine what appears in the list view ©2008-2010 SugarCRM Inc. All rights reserved. 12 Copyright © 2008 SugarCRM, Inc. 41 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 6
  • 42. Sugar University Using Sugar Studio Layout - Buttons Save - Changes are saved in Studio, but are not reflected in the module Save & Deploy - Changes are saved in Studio, and also deployed to the module View History - Restores the layout to a previously saved version Restore Default - Restores the default layout ©2008-2010 SugarCRM Inc. All rights reserved. 13 Customizing Detail View, Edit View, and Quick Create Toolbox View all fields, both standard and custom, that are not in the layout Drag & drop to/from the layout and Toolbox Fields (filler) fields Rows Panels Display panels as tabs ©2008-2010 SugarCRM Inc. All rights reserved. 14 Copyright © 2008 SugarCRM, Inc. 42 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 7
  • 43. Sugar University Using Sugar Studio Mobile Layouts Mobile EditView / DetailView Contains fields for editing and displaying record data Mobile ListView Shows a filtered list of records based on search criteria Mobile Search Provides search parameters that filter records and determine what appears in the list view Note: Featured in Sugar Professional and Enterprise. ©2008-2010 SugarCRM Inc. All rights reserved. 15 Demonstration Customizing Detail View, Edit View, and Quick Create ©2008-2010 SugarCRM Inc. All rights reserved. 16 Copyright © 2008 SugarCRM, Inc. 43 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 8
  • 44. Sugar University Using Sugar Studio Lab Lab #1: Adding and Removing Panels, Rows and Fields in Detail View, Edit View, and Quick Create Layouts 25 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 17 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 18 Copyright © 2008 SugarCRM, Inc. 44 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 9
  • 45. Sugar University Using Sugar Studio Customizing ListView, Sugar Dashlet, Popup, and Search Layouts Adding Fields Drag & drop fields to Default column Removing Fields Drag & drop fields in Default column to Available or Hidden columns Changing Column Width ©2008-2010 SugarCRM Inc. All rights reserved. 19 Demonstration Customizing List View, Search Form, and Subpanels ©2008-2010 SugarCRM Inc. All rights reserved. 20 Copyright © 2008 SugarCRM, Inc. 45 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 10
  • 46. Sugar University Using Sugar Studio Lab Lab #2: Adding and Removing Fields in List View 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 21 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 22 Copyright © 2008 SugarCRM, Inc. 46 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 11
  • 47. Sugar University Using Sugar Studio Creating and Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 23 Creating and Editing Fields Add Field button – creates new custom field Edit Labels button – allow you to edit any field’s label Edit a Field – edits custom and standard fields Custom Fields Standard Fields ©2008-2010 SugarCRM Inc. All rights reserved. 24 Copyright © 2008 SugarCRM, Inc. 47 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 12
  • 48. Sugar University Using Sugar Studio Field Types Standard Fields Special Fields Text Field URL Text Area HTML Address Float Currency Image Date Encrypt Date/Time List of Values Fields Decimal DropDown Integer Multiselect Phone Radio Checkbox Relationship Fields Relate Flex Relate ©2008-2010 SugarCRM Inc. All rights reserved. 25 Demonstration Creating and Editing Fields ©2008-2010 SugarCRM Inc. All rights reserved. 26 Copyright © 2008 SugarCRM, Inc. 48 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 13
  • 49. Sugar University Using Sugar Studio Lab Lab #3: Create and Edit Custom Fields 10 minutes ©2008-2010 SugarCRM Inc. All rights reserved. 27 Question and Answer ©2008-2010 SugarCRM Inc. All rights reserved. 28 Copyright © 2008 SugarCRM, Inc. 49 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 14
  • 50. Sugar University Using Sugar Studio Dropdown Editor ©2008-2010 SugarCRM Inc. All rights reserved. 29 Dropdowns Overview Create and Edit Dropdown Fields In Dropdown Editor, view a list of all dropdowns in Sugar In Studio Module Fields component, select a Dropdown data type ©2008-2010 SugarCRM Inc. All rights reserved. 30 Copyright © 2008 SugarCRM, Inc. 50 All rights reserved. No part of this document may be reproduced, stored in a retrieval system, or transmitted by any means without written permission from SugarCRM. 15