I Know This Person!

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I Know This Person!

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Hey, I know him! There are two main benefits to making note of your contact relationships in Sugar: (1) your colleagues will know you know the contact and (2) the contact will appear on your contact report.

 

 

I Know This Person

 

To  record that you know someone in Sugar, click the I Know This Person button on the contact record.

 

 

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This will open two additional fields. If you are entering this information on behalf of someone else, select their name from the list of options. Otherwise, leave the selection defaulted to yourself. You can also provide more information about how you know the contact in the detail field.

 

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After you save the record, Sugar will generate a Note based on the information that you provided and clear out the above fields. This individual will now appear in your My Contacts report and a Note indicating your relationship will appear in the History sub-panel.