Learn more with dummies

Enter your email to join our mailing list for FREE content right to your inbox. Easy!

SugarCRM Modules Explained

By Karen S. Fredricks

Part of 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.