The document discusses the configuration of system and email settings in SugarCRM, including configuring the admin area, Sugar Connect, system settings like themes and languages, group email inboxes, campaign email settings, and personal email accounts. It provides information on topics like outbound email accounts, bounce handling inboxes, and the email queue. The document concludes with a recap and Q&A section.
Connect – license, updates, portal & documentationSystem – New 6.2 items, system settings, log viewerEmail – group inboxes & campaign setupEmail module – personal accounts and sender profile
Lic Management – auto validation and manual validationSugar Updates – Pushed notifications to admins and manual checksPortal – Submitting casesDocumentation – Full docs from here. Context sensitive docs from other screens.
Area available to admins only.
Listview – do not exceed 100System name = browser titleShow full names – usernames may be better for many usersFavIcon is nice if running many tabsDashlet Refresh Rate is new for 6.2Display Download Tab is new for 6.2 – user preference areaHow to use the logger and how to see the logs
Runs in the backgroundRequires cron (linux) or bat file (windows)
6.2 now has the Default theme selection
You can disable new record feeds by module.6.2 Feeds now incorporate items like Facebook and TwitterReply inline
You can not turn off unnecessary languages in 6.2
Stores additional info to the database in the backgroundCan be read via Reports
Connectors pull information from social networksNew connectors in 6.2 are Twitter, Facebook, Google Docs, Lotus Live, GotoMeeting and WebEx
Define which modules, including custom, are shown on the mobile layouts and iphone app.
New for 6.2Enable global searching in custom modules
Admin only accessibleConfigure system outbound SMTPConfigure group inboxesMaintain queued campaign emails
Used by the systemCan be used by users - optionally
Auto Import Emails into SugarAuto Create CasesAuto RepliesCan be seen by many users
For detecting bounced campaign emailsOnly area for defining “From Name” for campaignsCan create many Inboxes for different From Names
Batch size should be related to the scheduler frequency
Campaign emails that have not been sent.Can be sent manuallyCan be deleted
Unlimited Incoming and Outgoing accounts
Can define a different Reply-To Address
Connect – license, updates, portal & documentationSystem – New 6.2 items, system settings, log viewerEmail – group inboxes & campaign setupEmail module – personal accounts and sender profile