Chapter 9. Watching Your Sugar Content
In This Chapter
Customizing the Home page
Dashing through the dashboards
Performing and saving queries
Creating and saving customized views
After you enter information into Sugar, you need a way to find it again. Sometimes, you'll want a 360-degree view of all your information. You can accomplish this easily by making use of the Home page and dashboards. Other times, you'll want to hone in on a single record. Or, you might want immediate access to a group of records based on very specific criteria. Knowing how to search in Sugar will provide you with the power you need to find the information you need. And, once you find the data, you might even want to print it for posterity.
There's No Place Like Home
The Home module is the first thing you see when you log in to Sugar. The Home page consists of dashlets — individual components that summarize your various activities. A dashlet displays a list of item records that is similar to the List view displayed on a module's Home page. You can remove the dashlets that you don't use and add other dashlets that are better suited to your needs.
By default, the Home page displays the following dashlets:
My Calls: Lists all the phone calls you're scheduled to make, regardless of time period.
My Meetings: Lists all your meetings.
My Leads: Shows your recently added Leads records.
My Top Open Opportunities: Lists your top open Opportunities records.
My Accounts: Displays the Accounts records that ...
Get SugarCRM® For Dummies® now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.