Asterisk@Home

Setting up tasks and meetings is a similar process and we also have the option of emailing invites to the events to the specified attendees. Similar functionality to that provided by Microsoft Outlook/Exchange, but with the added advantage of being much more focused on customer relationship management rather than merely scheduling your own time. It is extremely useful for groups of people working together on the same or similar accounts.

Administration of SugarCRM

Now that we have a basic overview of some of the functions SugarCRM provides, we can have a look at how we administer the back end of the system. By clicking admin, we are taken to the section of the system where we can make changes to the default settings, manage user accounts, and even customize the forms on the other parts of the system. We will briefly look at the basic administration settings and user management.

Configure Settings

Under this section we see a small area that contains email settings:

In this section, we could change the name and address emails come from to reflect that they are sent by our system:

"From" Name: Company CRM Administrator "From" Address: [e-mail].

User Management

Here we can add, edit, and remove users of the SugarCRM system. Clicking Create User shows a page where we can fill in various details of our system's users. Again this is a wide-reaching page with a variety of options, not all of them necessary. If we click on the existing Administrator account, we see a similar page showing all the attributes currently set on the Administrator account.

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