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 Term for calls, meetings and task
 
july
43 posts
Joined
3/30/2007

Term for calls, meetings and task
Posted: 13 Sep 07 2:19 PM

Please help me!! I've made many tests but I can't know the differences between: calls, meetings and task

What Can I find in the calendar??? (calls, meetings and task???)
What Can I see in the home page?? (in witch area????)
What Can I find in the activies tab??

Bye!

support
2240 posts
1st
Joined
1/3/2006

Re: Term for calls, meetings and task
Posted: 13 Sep 07 2:28 PM

Your best bet is to read the SugarCRM documentation.  You can find lots of free training documents at the SugarCRM University.  Or, if you have a SplendidCRM Pro license, you can use the SQL views as a reference.

http://www.sugarcrm.com/crm/university/library?tmpl=

july
43 posts
Joined
3/30/2007

Re: Term for calls, meetings and task
Posted: 14 Sep 07 4:29 PM

In the link I've seen that

<<

Note: The Team field is available with Sugar Professional and Sugar Enterprise. Team functionality is not available in Sugar Open Source and all records are viewable by all users

>>

Is this true?? Using the OpenSource version, Can I allow one user to see only his records (meetings & calls)??

Thanks

support
2240 posts
1st
Joined
1/3/2006

Re: Term for calls, meetings and task
Posted: 14 Sep 07 10:14 PM

The goal of SplendidCRM Open-Source is to offer all the features of SugarCRM Professional.  Please use the SugarCRM Professional documentation as your guide.

 

july
43 posts
Joined
3/30/2007

Re: Term for calls, meetings and task
Posted: 15 Sep 07 10:13 AM
Thant's great!!!

In home page, for each call/meeting I see 3 button: accept, decline...

What does that mean? If I choose decline?? If I choose accept??

Thanks
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