List View, Preview and Hover View

<< Click to Display Table of Contents >>

Navigation:  Sugar Basics >

List View, Preview and Hover View

Previous pageReturn to chapter overviewNext page

List View

 

Sugar allows you to customise the way you look at information in Sugar.

 

When you are in List View you can:

 

Add and remove the visible columns by clicking on the gear icon:

 

clip0381

 

clip0382

 

 

Re-organise the order of columns through drag and drop.

 

Expand the width of the viewing panel by clicking the expand arrow.

 

clip0383

 

 

Follow a contact by clicking on the star or selected "Follow" from the drop-down menu at the right.

 

clip0384

 

Edit information visible in list view by double-clicking the entry line, typing the change, and clicking Save.

 

clip0385

 

List View is also where you will conduct a search. For more on this please see the topic on Filter Search.

 

Preview

 

Throughout Sugar you will notice an icon that looks like an eye. Here it is to the right of a list view column:

 

 

 

clip0386

 

Clicking on this eye will open a preview of the record on the right-hand side of your screen. This allows you to quickly view information without having to open the record.

 

clip0387

 

 

In preview mode I can click on the arrows in the upper right hand corner to browse to the next record on the list.

 

clip0388

 

 

Hover View

 

Throughout Sugar I can cover over long entries to see the full text, without having to open the underlying record.

 

clip0389

 

 

clip0391