Monthly Archives: August 2009
What is the difference between employees and users?
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 [...]
Delete an Employee-User
Q: How does one delete a duplicate or incorrect employee/user?
A: You don’t but I can in the database.
Add Employees-Users
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 [...]
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.
Posted in help 6 Comments
Setting up email in Sugar
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 [...]
Make a Portal Visible to All