Sugar Community Edition Installation and ... - SugarForge
Sugar Community Edition Installation and ... - SugarForge Sugar Community Edition Installation and ... - SugarForge
Chapter 2Administering SugarTo rename tabs1. In Developer Tools, select Rename Tabs.The tab labels and the corresponding database values display on the page. Fromthe drop-down list displayed above the tab labels, you can select the language todisplay the tab.2. Click the label that you want to edit and replace it with the new value.3. Click Save to save your changes; click Undo to revert to the previous value; clickRedo to go back to your change.96 Sugar Community Edition Installation and Administration Guide
Developer ToolsConfiguring Group TabsBy default, the system displays individual module tabs when users log into Sugar.However, you can use the Configure Group Tab option to organize specific individualtabs as a group tab. For example, you can group contacts, leads, and opportunitiesunder Sales and cases, bug tracker, under Support. You can add the same module tomultiple group tabs. For example, Contacts can be part of Sales as well as Marketing.When users click a group tab, they can access the module tabs associated with it.Note:Only the Sugar theme supports the Configure Group Tab option.The system provides following group tabs:• Home• Sales• Marketing• Support• Activities• Collaboration• ToolsThe following screenshot illustrates individual module tabs.The following screenshot illustrates group tabs and the module tabs grouped under theActivities group tab.You can change the labels for any of these tabs and also add new group tabs, if needed.Users have the ability to change to grouped tab or ungrouped tab configuration ontheir My Account page.To configure and manage group tabs1. In Developer Tools, click Configure Group Tabs.Sugar Community Edition Installation and Administration Guide97
- Page 53 and 54: SystemSugar Feed SettingsSelect thi
- Page 55 and 56: System2. If a connector’s URL has
- Page 57 and 58: UsersUsersUse this sub-panel to man
- Page 59 and 60: Usersonly user. If you do not selec
- Page 61 and 62: UsersCreating RolesWhen you create
- Page 63 and 64: UsersEdit: Edit records in the modu
- Page 65 and 66: EmailsTo configure email settings f
- Page 67 and 68: EmailsSelect Outlook Default Minimu
- Page 69 and 70: Emails5. Enter the mail account inf
- Page 71 and 72: EmailsNumber of Auto-responses. Use
- Page 73 and 74: EmailsIf both templates are selecte
- Page 75 and 76: EmailsUse the Scheduler to run nigh
- Page 77 and 78: Developer Tools2. Create a module u
- Page 79 and 80: Developer ToolsTo create a module1.
- Page 81 and 82: Developer ToolsYou do not need to d
- Page 83 and 84: Developer ToolsA list of existing d
- Page 85 and 86: Developer ToolsDropDown. Creates a
- Page 87 and 88: Developer ToolsYou can click and dr
- Page 89 and 90: Developer ToolsThe Edit View page i
- Page 91 and 92: Developer ToolsThe Preview page pro
- Page 93 and 94: Developer ToolsThe system displays
- Page 95 and 96: Developer ToolsThe sub-panels for t
- Page 97 and 98: Developer Toolsassociated with many
- Page 99 and 100: Developer ToolsIf you select a One-
- Page 101 and 102: Developer Toolsyour organization. W
- Page 103: Developer ToolsConfiguring Module T
- Page 107 and 108: Bug Tracker3. To add a module tab u
- Page 109 and 110: Creating EmployeesLast Name. Enter
- Page 111 and 112: Advanced Configuration OptionsTo lo
- Page 113 and 114: IndexBbug trackerreleases, creating
Developer ToolsConfiguring Group TabsBy default, the system displays individual module tabs when users log into <strong>Sugar</strong>.However, you can use the Configure Group Tab option to organize specific individualtabs as a group tab. For example, you can group contacts, leads, <strong>and</strong> opportunitiesunder Sales <strong>and</strong> cases, bug tracker, under Support. You can add the same module tomultiple group tabs. For example, Contacts can be part of Sales as well as Marketing.When users click a group tab, they can access the module tabs associated with it.Note:Only the <strong>Sugar</strong> theme supports the Configure Group Tab option.The system provides following group tabs:• Home• Sales• Marketing• Support• Activities• Collaboration• ToolsThe following screenshot illustrates individual module tabs.The following screenshot illustrates group tabs <strong>and</strong> the module tabs grouped under theActivities group tab.You can change the labels for any of these tabs <strong>and</strong> also add new group tabs, if needed.Users have the ability to change to grouped tab or ungrouped tab configuration ontheir My Account page.To configure <strong>and</strong> manage group tabs1. In Developer Tools, click Configure Group Tabs.<strong>Sugar</strong> <strong>Community</strong> <strong>Edition</strong> <strong>Installation</strong> <strong>and</strong> Administration Guide97