Archive for July, 2006

How to configure Sugar Plug-in for Microsoft Outlook?

Once you have downloaded the Sugar Plug-in for Microsoft Outlook, now you can install it. Simply follow the steps in the installation wizard.
For configuring the Sugar Plug-in just open the Microsoft Outlook. Now you can see the Sugar Plug-in for Microsoft Outlook tool bar below the Outlook standard tool bar.

Click on Tools and select the [...]

How to protect Leads being deleted, edited or exported by other users?

Just created few sample leads in my Sugar along with some test users like user A, user B and user C. The leads that user A created were Lead A1, Lead A2 and Lead A2; by user B Lead B1, Lead B2 and Lead B3; and respectively for user C. By default Sugar assigns the [...]


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