Administering SugarCRM - System & Email Configurations | SugarCon 2011

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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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  • 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
  • Administering SugarCRM - System & Email Configurations | SugarCon 2011

    1. 1.
    2. 2. Jeff Tichenor<br />©2011 SugarCRM Inc. All rights reserved.<br />
    3. 3. Administering SugarCRM – System & Email Configurations<br />Admin area<br />Sugar Connect<br />System Settings<br />Email<br />System<br />Group Inboxes<br />Campaigns<br />Email module<br />Personal Email Accounts<br />3/25/11<br />3<br />©2011 SugarCRM Inc. All rights reserved.<br />
    4. 4. Admin – Sugar Connect<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />
    5. 5. Admin – System Section<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />
    6. 6. System Settings<br />Listview items per page<br />System Name<br />Logo<br />Show Full Names<br />Display FavIcon<br />Dashlet Refresh Rate<br />Display Download Tab<br />Logger Settings & display<br />3/25/11<br />6<br />©2011 SugarCRM Inc. All rights reserved.<br />
    7. 7. Schedulers<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />7<br />
    8. 8. Themes<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />8<br />
    9. 9. Sugar Feeds<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />9<br />
    10. 10. Languages<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />10<br />
    11. 11. Trackers<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />11<br />
    12. 12. Connectors<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />12<br />
    13. 13. Mobile<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />13<br />
    14. 14. Global Search<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />14<br />
    15. 15. Admin - Email<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />15<br />
    16. 16. Email Settings – Outbound Email Account<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />16<br />
    17. 17. Group Email Inboxes<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />17<br />
    18. 18. Bounce Handling Inboxes<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />18<br />
    19. 19. Admin - Campaign Email Settings<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />19<br />
    20. 20. Admin – Campaign Email Queue<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />20<br />
    21. 21. Personal Email Setup<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />21<br />
    22. 22. Configuring Personal Email Accounts<br />3/25/11<br />©2010 SugarCRM Inc. All rights reserved.<br />22<br />
    23. 23. Recap and Q&A<br />Admin area<br />Sugar Connect<br />System Settings<br />Email<br />System<br />Group Inboxes<br />Campaigns<br />Email module<br />Personal Email Accounts<br />3/25/11<br />23<br />©2011 SugarCRM Inc. All rights reserved.<br />

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