How to Access
Go to the SugarCRM Modules. To edit an existing SugarCRM Module, click on the Contact's Name or click the Module's checkbox and then click on the "Edit" button in the toolbar.
This is where you can define the Excluded fields and Search criteria parameters of an existing Module.
Excluded fields : Fields are not used by the user to be assigned to the contact fields. These fields are used only by SugaCRM program.
Search criteria : Fields that are used as search criteria to retrieve records in SugarCRM module in all workflow tasks.
At the top right you will see the toolbar:
- Save. Save it and return to the Control Panel page .
- Cancel. Return to the Control Panel page without saving your work.