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Knowledge Base

Welcome to Sugar’s Knowledge Base. Browse articles categorized by topic or use the search bar.

Topics

The Getting Started section of Sugar’s Knowledge Base includes introductory information including installation, initial configuration, migration, importing, and module usage.

The Accounts, Contacts, and Leads section includes topics covering working with and troubleshooting these records which represent individuals with whom your organization has a current or growing relationship.

The Activities and Calendar section includes topics covering understanding and troubleshooting working with calls, meetings, tasks, and the Sugar calendar.

The Plug-ins section includes topics covering working with and troubleshooting Sugar’s various plug-ins for IBM Notes, Microsoft Excel, Microsoft Outlook, and Microsoft Word.

The Products and Quotes section includes topics covering working with and troubleshooting products, product catalog, quotes, and quoted line items in Sugar.

The Platform Management section includes topics covering maintaining and optimizing your Sugar instance’s on-site platform.

The PDF Management section includes topics covering creating, managing, and troubleshooting PDF templates in Sugar.

The Module Loader section includes topics covering working with and troubleshooting the installation of modules and customizations via Admin > Module Loader.

The Opportunities and Forecasts section includes topics covering working with and troubleshooting opportunities, revenue line items, and forecasts.

The Campaigns and Target Lists section includes topics covering creating, executing, and troubleshooting campaigns and groups of campaign recipients called target lists.

The Connectors and Integrations section of Sugar’s Knowledge Base includes information specific to the connectors which are available for configuration or, in some cases, installation within Sugar.

The Contracts and Documents section covers topics specific to the Contracts module which tracks the status and renewal of contractual agreements and the Documents module which stores and versions documents in Sugar.

The Data Privacy section includes topics covering the configuration and usage of Sugar’s data privacy features including the Data Privacy module, personal information erasure, capturing consent, etc.

The Email section includes topics covering creating, configuring, and troubleshooting email accounts in Sugar.

The Home Page and Dashlets section includes topics covering working with and troubleshooting Sugar’s Home module as well as dashboards and dashlets which can appear on the Home page, record views, and list views.

The Import and Export section includes topics covering working with and troubleshooting imports and exports of data in Sugar.

This article is a brief overview on how to modify the default settings for the TinyMCE Editor. The default settings for TinyMCE can be configured by creating an override file. There are two different overrides that can be applied to buttons and default settings.

The Installation and Upgrade section covers topics including troubleshooting issues during installation and upgrade, file system permissions, hardware guidelines, and particular installation situations. For basic instructions about installing Sugar, please refer to the Installation and Upgrade Guide.

The License Management section includes topics covering working with and troubleshooting license validation in Sugar.

The Mobile section includes topics covering working with and troubleshooting Sugar’s various mobile applications. User Guides, Installation Guides, Release Notes, and Supported Platforms are also available from the Mobile Solutions page.

The Reports section includes topics covering working with and troubleshooting reports and advanced reports which are available with Sugar Enterprise and Ultimate editions.

The Schedulers section includes topics covering working with and troubleshooting job schedulers available via Admin > Schedulers.

The Search section includes topics covering using and troubleshooting global and module-level search in Sugar.

The Studio and Module Builder section includes topics covering creating, modifying, and troubleshooting custom fields, relationships, dropdown lists, and modules via Sugar’s Studio and Module Builder tools.

The Sugar Market section includes topics covering Sugar Market.

The Sugar Portal section includes topics covering working with and troubleshooting the external-facing portal.

The SugarBPM section (known as Advanced Workflow prior to Sugar 9.x) includes topics covering managing and troubleshooting process definitions, process business rules, and process email templates.

The Troubleshooting section includes topics covering various issues, solutions, and troubleshooting techniques for Sugar.

The User Interface section includes topics covering using and troubleshooting basic user interface elements such as record views, list views, and subpanels that appear throughout Sugar.

The User Log In Management section covers topics related to administering passwords and authentication on your Sugar instance including the use of Active Directory and LDAP.

The User, Team, and Role Management section includes topics covering working with and troubleshooting users, teams, and roles in Sugar.

The Workflows section includes topics covering working with and troubleshooting automated processes and alerts via Sugar’s Workflows module.

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