• Scheduler

The Sugar CRM scheduler is where you will modify the settings for certain “Scheduled” functions of the system such as sending mass email campaigns and managing bounces, etc. Many of the default functions should be enough for most users but feel free to modify these settings as you see fit if they don’t work for your operation.

 

Creating new schedules in Sugar CRM is as simple as adding a job and setting the frequency at which you want it to occur and then clicking save.

 

 

• Currencies

If you need to administer the currency settings in your Sugar CRM installation you can do so here. This will allow you to add or edit the default currency in your Sugar CRM system as well as change conversion rates.

You will be able to see what currencies are active, add a new currency and it’s corresponding symbol and set the status. This feature is especially helpful for Sugar CRM users that have international clientele.

 

 

• Diagnostic Tool

If you feel that your Sugar CRM installation is experiencing problems or has many error messages, you can ask a system administrator to run the Diagnostic tool which will show you all of your system configuration which can help pinpoint issues based on the settings of your Sugar CRM configuration. To run the diagnostic tool simply follow the “Execute Diagnostic” button.

 

Once the diagnostic tool has run you will have the opportunity to download the diagnostic file.

 

You may also delete the diagnostic file if you wish.