Blogs

 

Admin > System section > Import Wizard

 

From here, an admin can import data of different modules from one place! It provides option to select a module, and then gives simplest Import Steps Wizard.

 

If someone is non-admin, and has permission to import data, he gets a menu in individual module, e.g. Import Contacts, Import Accounts, likewise.

 

Admin > System section > Locale

 

Here an admin can setup locale parameters like, system wide default date-time settings, Currency settings, Expert settings, and database collation.

 

All of these settings are configurable at user level. You can set these for x user by Admin > Users management > Select user > Advanced tab. User X can set these settings by himself too.

 

Admin > System section > Upgrade wizard

 

This is an important link when SugarCRM releases a new version. If you are using an on-demand version of SugarCRM, you are care free about this!

 

If you are using SugarCRM on-premise, this is what you will need quite often!

 

It is again a step through wizard, and takes time to finish an upgrade. So, it is always advisable to run an upgrade process only over weekends or when nobody uses the system. First take full backup of  database and SugarCRM code base. Then only proceed to upgrade process.

 

 

Stay tuned for next article. Subscribe now to get updates of this series right in your INBOX.