How to Access
Select the "SugarCRM Modules" button from Control Panel.
The "SugarCRM Modules" allows you to synchronize the list of SugarCRM modules in RichContact with modules list in your SugarCRM installation and import all custom modules that you have created in SugarCRM .
At the top right you will see the toolbar:
- Edit. Select one item and click on this button to open it in edit mode. If you have more than one item selected, the first item will be opened. You can also open an item for editing by clicking on its Name.
- Synchronize. Click on this button to synchronize this list with SugarCRM modules list and import all custom modules list.
- Panel. Click on this button to return to Control Panel page.
In this version of SugarCRM there is six 6 predefined modules that are supported: Leads, Contacts, Accounts, Opportunities, Prospects, Cases and all custom modules. The workflow tasks handling custom module doesn’t support modules relationships.