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.




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.






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




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.