New to Sugar

[DavidJP]

Hello, my first post on here and I hope I have the right area. The company that I work for has Sugar Version 5.2.0k (Build 5837) Community Edition. With this version I only have the Lead portion and any other module it tells me I do not have permission. This puts me at a great disadvantage when it comes for me to organize all my documents, clients, and adding new players to an account. My company is cheap when it come to spending money on things they think they can use to get by with.

So my thinking is that I want to have a CRM that I can use with forecasting, custom dashboard, being able to send emails from the CRM and have them logged into the CRM. I also want to be able to put my deals in with different stages, money amounts, break downs, all the key players with that account with titles and phone numbers, etc...

As you can see this is very frustrating with the version I have as I can only put in the name a couple of phone numbers and I have to put any notes in the Description box. I do have the history, but I have to open each little entry and it is not readily available to quick viewing.

Can I just purchase a version on my own and use it so that I can be more productive?

[davidboris]

Hello,

With this version I only have the Lead portion and any other module it tells me I do not have permission.

Admin user would have created Roles to stop you accessing the modules, else it is not possible to have such error if it is a fresh version. What modifications have you done?

Can I just purchase a version on my own and use it so that I can be more productive?

As you have mentioned, you have community edition, so it is all yours. You can change whatever you like, but it the changes should be upgrade safe(so that when you do upgrade to latest version, you dont loose your customizations).