How do I define company info in SugarCRM?

[ketil]

Hi,

I'm a sugar newbie... I've tried searching online and reading help, but haven't found what I was looking for.

I've just downloaded and installed SugarCE-5.5.0 (I did a Typical install). Now I'm wondering where to define company information. For example, I have started adding my colleagues and myself as users, but I have to re-enter the same address information for all users. I was expecting to be able to add/configure a company as the "site owner" company, and associate the users with that company, to avoid information duplication. And where should I add the company website, phone, email, address, etc?

I haven't been able to find a way to add other companies either. How would you organize your information if you had a large company as a customer, with multiple contacts within that company?

Would appreciate any help so that I structure the information right.

[sugarcane]

I haven't been able to find a way to add other companies either. How would you organize your information if you had a large company as a customer, with multiple contacts within that company?

You would add the company as an Account record in the system. Then, from the Account detailview, scroll down to the Contacts subpanel and click 'Create'. This will allow you to create a new Contact person for that account, and the account address, phone information will auto populate on the Contact record.

Take a look at the User Guide - this will help you. You might also want to check out the Sugar University for tutorials.

We offer training on the SugarCRM application, so if you want more training in addition to the guides above, please feel free to contact Ray Stoeckicht at rays@intelestream.net or 888-435-2221.

Good Luck!