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Jeff Tichenor ©2011 SugarCRM Inc. All rights reserved.
Administering SugarCRM – System & Email Configurations Admin area Sugar Connect System Settings Email System Group Inboxes Campaigns Email module Personal Email Accounts 3/25/11 3 ©2011 SugarCRM Inc. All rights reserved.
Admin – Sugar Connect 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 4
Admin – System Section 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 5
System Settings Listview items per page System Name Logo Show Full Names Display FavIcon Dashlet Refresh Rate Display Download Tab Logger Settings & display 3/25/11 6 ©2011 SugarCRM Inc. All rights reserved.
Schedulers 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 7
Themes 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 8
Sugar Feeds 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 9
Languages 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 10
Trackers 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 11
Connectors 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 12
Mobile 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 13
Global Search 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 14
Admin - Email 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 15
Email Settings – Outbound Email Account 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 16
Group Email Inboxes 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 17
Bounce Handling Inboxes 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 18
Admin - Campaign Email Settings 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 19
Admin – Campaign Email Queue 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 20
Personal Email Setup 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 21
Configuring Personal Email Accounts 3/25/11 ©2010 SugarCRM Inc. All rights reserved. 22
Recap and Q&A Admin area Sugar Connect System Settings Email System Group Inboxes Campaigns Email module Personal Email Accounts 3/25/11 23 ©2011 SugarCRM Inc. All rights reserved.

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Administering SugarCRM - System & Email Configurations | SugarCon 2011

Notas del editor

  1. Connect – license, updates, portal & documentationSystem – New 6.2 items, system settings, log viewerEmail – group inboxes & campaign setupEmail module – personal accounts and sender profile
  2. 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.
  3. Area available to admins only.
  4. 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
  5. Runs in the backgroundRequires cron (linux) or bat file (windows)
  6. 6.2 now has the Default theme selection
  7. You can disable new record feeds by module.6.2 Feeds now incorporate items like Facebook and TwitterReply inline
  8. You can not turn off unnecessary languages in 6.2
  9. Stores additional info to the database in the backgroundCan be read via Reports
  10. Connectors pull information from social networksNew connectors in 6.2 are Twitter, Facebook, Google Docs, Lotus Live, GotoMeeting and WebEx
  11. Define which modules, including custom, are shown on the mobile layouts and iphone app.
  12. New for 6.2Enable global searching in custom modules
  13. Admin only accessibleConfigure system outbound SMTPConfigure group inboxesMaintain queued campaign emails
  14. Used by the systemCan be used by users - optionally
  15. Auto Import Emails into SugarAuto Create CasesAuto RepliesCan be seen by many users
  16. For detecting bounced campaign emailsOnly area for defining “From Name” for campaignsCan create many Inboxes for different From Names
  17. Batch size should be related to the scheduler frequency
  18. Campaign emails that have not been sent.Can be sent manuallyCan be deleted
  19. Unlimited Incoming and Outgoing accounts
  20. Can define a different Reply-To Address
  21. Connect – license, updates, portal & documentationSystem – New 6.2 items, system settings, log viewerEmail – group inboxes & campaign setupEmail module – personal accounts and sender profile