Definitions In Sugar Flashcards
Activities
A form of “To Do List” subpanel. Shows those Meetings, Calls and Task records currently in the “Planned” state relating to a record such as an Account, Contact or Lead.
Accounts
Record containing information about an organisation or business. Includes fields such as Name, Address, and Telephone number.
Advanced Search
A more powerful module level search screen, giving the ability to filter results based on more specific criteria such as date created, assigned user or assigned team
Basic Search
A simple module search screen, giving the ability to filter results based on a combination of record name, assigned to or set as favourite by currently logged in user.
Case
A record regarding a customer support issue reported by a customer or other individual and logged against a Lead, Contact, Account or Opportunity.
Calls
Calendared records allowing advance planning and record of telephone communications to Leads, Contacts, Users, Accounts etc.
Contact (sub panel under accounts)
A person who may be associated with a possible sales opportunity or customer. Usually related to an Account record.
Campaign
Single or multiple marketing activities running for a specific time period, primarily with the goal of increasing consumer awareness of a product or service and, as a result, increasing sales.
Campaign target
An individual who receives the content of a marketing campaign. Can be a Target, Lead, Contact, Account or User.
Cloud Connector
An integration from within Sugar which enables you to view and add information about Leads, Contacts and Accounts from external systems and data sources (e.g. LinkedIn or Twitter).
Detail View
A view of a single record within a ,module, showing those fields pertaining to the relevant module, showing both field names and the populated data for that record.
Documents
A searchable module within Sugar allowing you to store files of any kind for sharing between Users, Leads, Contacts and Accounts via email etc. without the need for Dropboxes, shared desktop space or remote desktop servers.
Edit View
A view of a single record allowing you to change the populated data for that record.
Emails
A web-based client within Sugar allowing connection to an IMAP mailbox to give the ability to perform emailing activities using your existing mailbox, when your standard mail client (e.g. Outlook) may not be available, or as a direct replacement to a third party mail client. All emails sent using the Sugar mail client will be automatically archived against the relevant Lead, Contact, Account where the email address matches.
Email Template
A template allowing you to quickly populate the content of an email from within the Sugar Email client, or for use within Campaign emails/newsletters.
