Home

Use the Home page to view your emails, upcoming meetings, scheduled calls, and other tasks. This information is displayed in panels. Every panel is a configurable dashlet that you can move around the page to rearrange the Home page layout as needed. To move a dashlet, place the cursor on a panel title, hold down the mouse button, and drag it to the desired location on the page.
You can also edit, refresh, and delete an existing dashlet by clicking the appropriate icon located in the dashlet panel. Editing includes changing the columns and number of rows that are displayed as well as filters such as record creation date and assigned users and teams.
To create a new dashlet, click the down arrow on the My Sugar tab and select Add Dashlet. From the Add Dashlets menu that displays in a separate window, click a dashlet to add it to your home page. You can add multiple dashlets of the same kind and configure each one differently. The Home page displays tabs for My Sugar page, Sales page, and Marketing & Support page.

Sales Page. This tab displays Dashboard module charts. Click the down-arrow on the tab to access options to rename the page, add a dashlet, change the page layout, and delete the tab.
Marketing & Support Page. This tab displays your summation report charts. You can click the down-arrow on the tab to access options to rename the page, add a dashlet, change the page layout, and delete the tab.

Click Add Page to add additional pages to your home page to display more dashlets. Click Add page, enter a page name and specify the number of columns on the page, and click Submit.

The My Sugar tab displays the following information in panels:

My Top Open Opportunities: Lists the top five opportunities sorted by the amount. Opportunities with a status of "Closed-Lost" or "Closed-Won" are not included.
My Meetings: Lists invitations to meetings set up by you or others.
My Inbox: Displays unread emails that you received from other users and customers.
My Open Cases: Displays a list of customer issues assigned to you for resolution.
My Accounts: Displays accounts assigned to you by yourself or other users.
My Leads: Displays a list of leads assigned to you by yourself or others.
Jot Pad: An area to jot down reminders to yourself or other comments
My Calls: Lists phone calls set up by you or others.
Team Notices: Displays any announcements targeted towards the team that you belong to.
My Accounts: Displays a list of accounts assigned to you by yourself or other users.
My Open Cases: Displays a list of cases assigned to you by yourself or other users.
My Pipeline: Displays a chart of your sales opportunities based on the cumulative amounts for selected sales stages. This chart, based on a Sugar predefined report, displays only when the expected close date is within the specified date range.

The Shortcuts menu displays options to create records in various modules such as accounts, contacts, and bugs. Click an option to create a record.

The New Contact quick form enables you create a contact with minimum information. You can enter additional information after you save the record.