Working with Records

All information that resides in Sugar consists of records. Creating and managing records will be the core of your work in Sugar. If you have good information and data organization in SugarCRM, you will certainly understand your business better and act to generate more revenue and save more money.

This video will enable you to:

  • Understand record terms, icons and actions;
  • Understand record / module views;
  • Create and manage records;
  • Search;
  • Edit multiple items;
  • Export data;
  • Merge duplicates.

Let us know if you have any questions with your comments and our SugarCRM experts will reply to you.

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