New to SugarCRM? See The SugarCRM Glossary of Most Commonly Used Terms
If you are still finding your way around SugarCRM this list of terms most commonly used throughout the application may further your knowledge and understanding.
A record representing a customer or a business. An account contains information such as the customer’s name, address, and phone number.
A meeting, a phone call, a task, a note or an attachment related to a record such as an account or a contact.
A search based on specific criteria such as record name, assigned user, or assigned team.
A search based on a record’s name.
A defect or a missing feature in a product.
A record regarding a problem with a product or service reported by a customer or other external parties.
A person who may be associated with a possible sales opportunity or with an account.
A set of marketing activities undertaken for a specific time period, with the goal of increasing consumer awareness of a product or service.
An individual who is the recipient of a marketing campaign. This is an individual on whom you have some information, but not enough to qualify as a lead or contact.
A tool within Sugar that allows you to view and add company and contact data in Sugar from external systems and data sources.
The available information on a record, such as its name, assigned user and teams, related activities and other related records.
A view in which you can edit the existing information within a record.
A template to create form letters for automated email responses to inbound emails, and for email campaigns.
An estimate of sales opportunities in an organization for a specific time period (such as a month or a quarter).
A keyword search for text that matches the beginning of key field names. The system searches Accounts, Contacts, Leads, Opportunities, Quotes, and Cases and displays search results for each of these modules in separate sub-panels.
A set of modules that are specific to a group such as Sales or Support.
An early contact in the sales process who has not yet been evaluated or qualified to be a contact.
A list of individual records displayed on a module’s home page.
A summary report, similar to a summation report, that displays data in a grid format.
A specific selling opportunity or sales deal that you have identified and qualified. Opportunities progress through sales stages such as Qualification, Negotiation, and Closed Won, and have an amount and an expected close date associated with them for purposes of forecasting the amount of sales that will close during a time period.
The amount of money that a sales representative is expected to bring in within a specified time period.
A defined set of permissions (access types) to perform actions such as viewing, editing, and deleting records. Roles are designed to govern actions to entire modules or to specific fields within a module.
Rows and Column Report
A report that displays values of specified fields in a Row and Column format.
The search criteria obtained from a previously saved search.
User-configurable panels that enable you to display your assigned records, activities, and reports on your Home page.
A record that exists in the Documents module.
A data format that enables team members to notify each other immediately when one of them creates a new contact, lead, opportunity, case, or User Feed.
A self-service portal that enables your customers to view, create, and edit cases and bugs in Sugar, as well as to view the Knowledge Base.
A summary report that displays a total count of records based on specific criteria. Summation reports can also be viewed as charts.
Summation with Details Report
A summary report with which you can group data and view more details related to the records in the report than in a summation report. The group-by data is visually represented in the report output. For example, you can group records by the assigned user and sort the results in ascending or descending order.
Links that are accessible from any page in the Sugar application, such as Employees, Logout, Help, and About.
A data format that enables you to post your status along with external links, images, and videos.
A list of individuals who need to be included or excluded from campaign emails.
A group of users who are assigned to manage specific records in Sugar.
Private Team – A team of one, consisting of a single user. Every Sugar user belongs to a private team.
Global Team – A universal team consisting of all users in an organization. Any record assigned to the Global team can be accessed and managed by all users.
A report that tracks user actions such as the modules accessed and the actions performed on a specific day. Tracker reports are typically accessed only by administrators, or anyone who has been assigned the Tracker role within the application.
An employee of an organization who has a username and password to log into Sugar.
Regular User – An individual who can access and use Sugar modules but does not have administrative privileges.
System Administrator – A user who has administrative privileges in Sugar to perform tasks such as creating users. The System Administrator has the rights to access all modules and records.
Group User -a bucket that is used for inbound emails. For example, a group user named Support to handle customer support issues. This user type does not count towards Sugar licenses.
Portal API User – A unique ID used by a Sugar portal to access the Sugar system. This user type does not count towards Sugar licenses.
Call 818 227 5130 for more information about SugarCRM.
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