Feedback on Release 4.5 documentation please!

[Sujata]

Now that 4.5 is in your hands, please check out the manuals, especially the User guide and the Admin guide and let me know what works and what doesn't. Are there additional topics/sections that you would like to see? Is existing information (concepts as well as procedures) clear and complete?

Same goes for the context-sensitive online help in the application. Of course, keep in mind that the online help is not meant to replace the manuals, and therefore, does not include the conceptual information contained in the manuals.

Thanks,

Sujata
Technical Writer

[kpit]

At first glance the documentation has taken major leap forward. I especially like the seperation of user and administration to their own guides. Although some referal to the admin guide might be nessary in some cases. For example a user might pop a question about how do I add a new Item to the Drop down lists add a reference to see the administrator or admin manual. Executives commonly might have this question and could be better directed by a refrence or footnote.

[ohad]

As a new user to sugar, I had alot of trouble figuring out various issues. Most issues I had trouble with concerned features Sugar does or does not support. For example, We could not understand what "Bounce Handling" in mails actually does: does it just report bounces to the campaign status? Can it check if the mail is a user reply or a bad e-mail bounce? Does it mark the Invalid email checkbox for the user automatically? This was an important issue for us.
After reading the user and admin manual several times, we scoured the forums and also tried google, but finally had to open up the source and try to figure it out ourselves.
Turns out in this case the source had at "todo" comment explaining just that - handling "invalid email" automatically would only be taken care of in future versions.
This and other similar cases obviously cost us alot of time and effort. I think more comprehensive documentation is an important feature request.

[ncamillone]

http://www.sugarcrm.com/forums/showthread.php?t=16262

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#1 Yesterday, 01:58 PM
ncamillone
Junior Member Join Date: Sep 2006
Posts: 2

What does "default" mean in Roles?

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This morning I downloaded and installed the OPEN SOURCE product using Bitrock Windows Installer 4.2.1a, and Sugar Open Source Upgrade 4.2.1 to 4.5.0b. I just began my first administration activities using the product. I was starting to create a ROLE. I can't find the description for DEFAULT in aplying PRIVILEGE to the various modules. Thanks in advance.

[Sujata]

As a new user to sugar, I had alot of trouble figuring out various issues. Most issues I had trouble with concerned features Sugar does or does not support. For example, We could not understand what "Bounce Handling" in mails actually does: does it just report bounces to the campaign status? Can it check if the mail is a user reply or a bad e-mail bounce? Does it mark the Invalid email checkbox for the user automatically? This was an important issue for us.
After reading the user and admin manual several times, we scoured the forums and also tried google, but finally had to open up the source and try to figure it out ourselves.
Turns out in this case the source had at "todo" comment explaining just that - handling "invalid email" automatically would only be taken care of in future versions.
This and other similar cases obviously cost us alot of time and effort. I think more comprehensive documentation is an important feature request.

Hi Ohad:
Sorry that the documentation did not answer all your questions. We are working on improving it with every release and we have come a long way with the 4.5 release. Your feedback is much appreciated.

Now to answer your questions on bounce-handling. When you create a bounce-handling inbox, all bounced campaign emails are routed to that inbox. Bounced emails contain specific identifiers that enable you to tell them apart from emails that are responses from your targets. The Invalid email checkbox is not marked automatically because emails can also bounce back if the target's mailbox is full. So, you need to manually mark the Invalid Email checkbox. Hope this helps. If you have any more questions, let's know.

Sujata

[Sujata]

http://www.sugarcrm.com/forums/showthread.php?t=16262

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#1 Yesterday, 01:58 PM
ncamillone
Junior Member Join Date: Sep 2006
Posts: 2

What does "default" mean in Roles?

--------------------------------------------------------------------------------

This morning I downloaded and installed the OPEN SOURCE product using Bitrock Windows Installer 4.2.1a, and Sugar Open Source Upgrade 4.2.1 to 4.5.0b. I just began my first administration activities using the product. I was starting to create a ROLE. I can't find the description for DEFAULT in aplying PRIVILEGE to the various modules. Thanks in advance.

Hi:
Thanks for bringing this to my attention. I have updated the Admin Guide with this info for the next release.

DEFAULT simply leaves the settings unchanged. When you first install Sugar Suite, by default, users have access to all modules and can perform all actions. To control their access and actions, you must create roles. You can assign multiple roles to a user.

Assigning a user to multiple roles can cause conflicts. For example, if a user is assigned to two roles pertaining to one module where one role grants them administrator access and the other grants them end-user access, then the role with the more restrictive values wins (in this case, the end-user access overrides the role with the administrative access because it is more restrictive.
In order to prevent such conflicts, Sugar Suite provides the“Default” value. Setting the default value makes sure that a role does not affect a particular setting. This allows simple roles to be constructed and then combined to achieve the desired security level.
For example, if a user is assigned to the following two roles:
Role A, where User Type = Admin and Export (action) = None
Role B, where User Type = Normal and Export (action) = All
Then, the user can only see records that are assigned to a team that they are members of. They cannot export data.
If you change the User Type to Default:
Role A, where User Type = Admin and Export (action) = All
Role B, where User Type = Default and Export (action) = None
Then, the user can see all records in the module but cannot export data.

Admin access level overrides row-level security.

Hope this answers your question. If not, let me know.

Thanks

Sujata

[khozi]

Hi Sujata,

I am a student of MIT, Auckland and am studying to be a technical writer. We have been given the project of writing a training manual for SugarCRM 4.5, I have a very funny request. I am absolutely new to CRM. Understanding the procedure is no problem, but I have no clue or concept what the business rules are for SugarCRM.

Is it possible, from the kindness of your heart, to send me a flow chart or some write-up a use flow so that I can further understand the business rules and flow of the software? This would tremendously help in me presenting a better training manual, which I would be only too happy to share with this forum.

I eagerly await your reply. My email address is mama9@manukau.ac.nz

Kind regards
Khozema Mamaji