• Rename Tabs

If you would like to modify the name of your navigation tabs that users see when they move around Sugar CRM, you should use the “Rename Tabs” module in your Sugar CRM admin under the Developer Tools section. This will allow you to change the names of the main navigation tabs.



Most Sugar CRM users will probably not need to change the names of the tabs but if your company has a different way of identifying or naming things in the sales and marketing workflow such as Opportunities, Leads, Accounts, etc. then this is where you can change it.



Editing and renaming these tabs is as simple as clicking on the pencil icon next to the name of the tab and editing the name. Once you have made all the changes you need to simply click “Save” and your changes will shown in the system.

• Configure Tabs

The “Configure Tabs” administrator module in Sugar CRM is a very basic function that simply allows you to either display or hide the default navigation tabs such as Home, Accounts, Opportunities, Activities, etc. You can also use this module to either allow or prevent your users from being able to hide their tabs simply by checking or un-checking a box and clicking “save”.

• Configure Subpanels

Sub-Panels in Sugar CRM are the navigation items that appear below items such as Accounts and Contacts when you are viewing them. This includes items that are related to the record such as Activities, a Log of Campaigns, Tags, Related Opportunities, etc.

These are basically an all-in-one overview of your accounts and contacts history and you may find that you don’t need to use some of these features and may want to hide them to save on screen space if they are not used.

• Dropdown Editor

The last item in the Developer Tools section of the Sugar CRM admin is the “Dropdown Editor”. This is a very handy tool to add or delete items from various drop down menus that are available in modules such as opportunities, accounts, campaigns, etc.





For example if you would like to add Lead Status to the drop down menu when creating or editing a lead, you would use the Dropdown Editor in the Sugar CRM admin and navigate to lead_status_dom to rearrange, add, or delete items that will shown in your list.



Dropdown lists are all the lists that you see when you are in the various modules in Sugar CRM. The items in these lists can be deleted, customized, or added upon and is one of the valuable features that Sugar CRM has. It really helps to spend a little time studying this section of the administrator panel, especially if you want to add to these lists.