Sugar Menus

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Sugar Menus

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Sugar Menus

 

Sugar information is divided in a number of general categories, such as Contacts, Organisations and BD Activities. These appear as menu options along the top of your Sugar screen.

 

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Sugar automatically places the menus you use most frequently to the left of the screen. Use the arrow to access menus which are not visible on the main bar.

 

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Click the arrow to the right of the menu to identify available actions

 

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The most commonly used actions are:

 

Create: This action will take you to a form to create a new record

 

View: Use this action to view a list of existing information and search existing data according to customisable search parameters

 

View Reports: Use this action as a shortcut to view a list of all available reports built from this module

 

Menus will also contain links to records you have recently viewed as well as any records you are following.