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Administering SugarCRM - System & Email Configurations | SugarCon 2011

Date post: 10-May-2015
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Getting your system setup and configured properly is one of the key elements to a successful CRM implementation. Learn more about the options available in the system and how to tightly integrate email into SugarCRM using group and personal email profiles. In this session, Jeff Tichenor will cover some of the global system settings as well as the various integrated email systems in SugarCRM.
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Page 1: Administering SugarCRM - System & Email Configurations | SugarCon 2011
Page 2: Administering SugarCRM - System & Email Configurations | SugarCon 2011

Jeff Tichenor

©2011 SugarCRM Inc. All rights reserved.

Page 3: Administering SugarCRM - System & Email Configurations | SugarCon 2011

Administering SugarCRM – System & Email Configurations

Admin areaSugar ConnectSystem SettingsEmail

SystemGroup InboxesCampaigns

Email modulePersonal Email Accounts

04/11/2023 3©2011 SugarCRM Inc. All rights reserved.

Page 4: Administering SugarCRM - System & Email Configurations | SugarCon 2011

04/11/2023 4

Admin – Sugar Connect

©2010 SugarCRM Inc. All rights reserved.

Page 5: Administering SugarCRM - System & Email Configurations | SugarCon 2011

04/11/2023 5

Admin – System Section

©2010 SugarCRM Inc. All rights reserved.

Page 6: Administering SugarCRM - System & Email Configurations | SugarCon 2011

System Settings

Listview items per pageSystem NameLogoShow Full NamesDisplay FavIconDashlet Refresh RateDisplay Download TabLogger Settings & display

04/11/2023 6©2011 SugarCRM Inc. All rights reserved.

Page 7: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Schedulers

©2010 SugarCRM Inc. All rights reserved.

Page 8: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Themes

©2010 SugarCRM Inc. All rights reserved.

Page 9: Administering SugarCRM - System & Email Configurations | SugarCon 2011

04/11/2023 9

Sugar Feeds

©2010 SugarCRM Inc. All rights reserved.

Page 10: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Languages

©2010 SugarCRM Inc. All rights reserved.

Page 11: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Trackers

©2010 SugarCRM Inc. All rights reserved.

Page 12: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Connectors

©2010 SugarCRM Inc. All rights reserved.

Page 13: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Mobile

©2010 SugarCRM Inc. All rights reserved.

Page 14: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Global Search

©2010 SugarCRM Inc. All rights reserved.

Page 15: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Admin - Email

©2010 SugarCRM Inc. All rights reserved.

Page 16: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Email Settings – Outbound Email Account

©2010 SugarCRM Inc. All rights reserved.

Page 17: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Group Email Inboxes

©2010 SugarCRM Inc. All rights reserved.

Page 18: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Bounce Handling Inboxes

©2010 SugarCRM Inc. All rights reserved.

Page 19: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Admin - Campaign Email Settings

©2010 SugarCRM Inc. All rights reserved.

Page 20: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Admin – Campaign Email Queue

©2010 SugarCRM Inc. All rights reserved.

Page 21: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Personal Email Setup

©2010 SugarCRM Inc. All rights reserved.

Page 22: Administering SugarCRM - System & Email Configurations | SugarCon 2011

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Configuring Personal Email Accounts

©2010 SugarCRM Inc. All rights reserved.

Page 23: Administering SugarCRM - System & Email Configurations | SugarCon 2011

Recap and Q&A

Admin areaSugar ConnectSystem SettingsEmail

SystemGroup InboxesCampaigns

Email modulePersonal Email Accounts

04/11/2023 23©2011 SugarCRM Inc. All rights reserved.


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