By default, Portals added by any user other than “admin” are created of type=personal. This is easily changed to global in a few short steps, as long as you are an administrator.
All users are employees but not all employees are users. Why then would non-users be entered into Sugar? Quite simply to track their information and their customer relationships.
For the STATS use case, it is expected that all leaners and tutors will eventually have an entry in Sugar. This will allow for scheduling, messaging and other features. Most of these are not yet implemented.
Q: How does one delete a duplicate or incorrect employee/user?
A: You don’t but I can in the database.
Q: I took you literally when you said that folks must be set up as employees first before they can be set up as users. I set up Anne as an employee… when I created a user account for her, both Anne the employee and Anne the user are now showing up in the employee listing. I have unwittingly created a duplicate and I cannot figure out how to delete the unneeded account. Please advise.
A: Yes, this seems to be a common mistake for new administrators, including me. There seem to be multiple acceptable paths but I will only cover the one I think works best.
Before you are able to use email within Sugar, you must set up your account. This is done via the Settings tab within the Email section. The email server settings are the same settings as used for your standard email. These settings may be found on the support wiki at http://wiki.ggis.biz/index.php/How-to:_Email_Configuration_for_Outlook_2002. You will need the IMAP and SMTP settings.
If you so desire, this interface may be used in place of the Squirrel Mail interface. The Squirrel Mail interface would likely be faster though. All email managed with IMAP, meaning via Squirrel Mail or Sugar, will still be available in other email clients (ie Outlook). If you are using IMAP, please use IMAP for all of you email clients
If you have a question…
If you have a question to ask regarding how to use SugarCRM, please submit as a comment to this page.