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July 19, 2011 Business Technologies

How to Configure SugarCRM’s Shortcut Bar

Sonja Fridell wearing a blue blouse and a dainty necklace.
By Sonja Fridell

This week’s Sugar tutorial… Configuring the shortcut bar!

What’s the shortcut bar you ask? A handy place that takes you from module to module, shown below.

SugarCRM shortcut bar

SugarCRM Shortcut Bar

 

 

 

 

 

  1. Click on Admin in the upper right hand corner (yes, you have to be a designated administrator)
  2. Scroll towards the bottom of the page, under Developer Tools, click on Configure Shortcut Bar
  3. From there you can drag and drop the entities you want to see on that nifty bar.

Enjoy!

 

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