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SugarCRM Modules Explained

Part of the SugarCRM For Dummies Cheat Sheet

The purpose of a Sugar CRM module is to add new information, access current information, and if needed, edit that information. Anywhere from 15-50 fields exist that contain information specific to that module. Here's what all Sugar modules have in common:

  • A Home page listing all the records you've added to that module.

  • Basic and Advanced searching capability for a record within a module.

  • Sub-panels that contain related information.

  • A Shortcuts menu.

  • A Quick Entry form.

  • The ability to mass update the records in the module.

  • The ability to export a list of the module records.

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