Collabspot Sidebar

Module list
Collabspot allows you to manage SugarCRM with Collabspot’s Module list view. 1. To go to your Module list, just click the Home icon at the lower pa...
Wed, 18 Apr, 2018 at 8:05 AM
Modules List - Account
Users can create entries by going to the Module's list in the Home screen.  1. In the Home screen, click on Account module.  2. To create ...
Tue, 22 May, 2018 at 10:00 AM
Modules List - Contacts
Users can create entries by going to the Module's list in the Home screen.  1. In the Home screen, click on Contacts module.  2.  To...
Tue, 22 May, 2018 at 10:00 AM
Modules List - Lead
Users can create entries by going to the Module's list in the Home screen.  1. In the Home screen, click on Lead module.  2. To create ...
Tue, 22 May, 2018 at 10:18 AM
Modules List - Opportunities
Users can create entries by going to the Module's list in the Home screen.  1. In the Home screen, click on Opportunities module.  2. To c...
Tue, 22 May, 2018 at 10:18 AM
Modules List - Case
Users can create entries by going to the Module's list in the Home screen.  1. In the Home screen, click on Case module.  2. To create a n...
Tue, 22 May, 2018 at 10:19 AM
Contacts
How to View a Contact 1.A Open an email in Outlook. Click the Open Sidebar button to display the related entry. The sidebar will then load the related Co...
Mon, 30 Apr, 2018 at 10:13 AM
Edit a Contact
How to Edit a Contact 1. View the Contact via the sidebar. 2. The sidebar will display the related entry information. Click on Edit Entry button ...
Fri, 1 Jun, 2018 at 7:58 AM
Accounts
How to Create an Account 1. When you open an email, the sidebar loads the Contact information. By default, you will see the Account name of the Conta...
Mon, 30 Apr, 2018 at 11:41 AM
Edit an Account
How to Edit an Account 1. Click the Account name from an entry's Info and it will load the Account detail view in the sidebar.   2. On the...
Mon, 30 Apr, 2018 at 10:48 AM