Sugar Basics

Sugar is the underlying database that connects ecConnect to QRIS. Only some Early Childhood Council users will need access to Sugar.

Sugar 101- Reset/Change Sugar Password
Below are the steps for Users to change or reset their Sugar password.   Please reach out to support@ecconnectcolorado.org if you need assistance.  Be sure...
Tue, 27 Apr, 2021 at 10:43 AM
Sugar 101- How to "Filter" in Sugar!
You can set up filters in the various modules in Sugar to to see records you're interested in quickly and easily in a few simple steps!  This article w...
Tue, 27 Apr, 2021 at 10:44 AM
Sugar 101- Customize Module Display!
Have you ever looked at the Top Navigation Bar in Sugar and wondered if you could change the order?  Guess what? You can change the order of the Modules in ...
Tue, 27 Apr, 2021 at 10:44 AM
Sugar 101- Subpanel Configuration
Subpanels are a list of related records.  If a record can only be associated with one record, you'll see the relationship represented by a field.  For ...
Tue, 27 Apr, 2021 at 10:44 AM
Useful Sugar Reports
This article consists of a list of reports that are curated by Helpdesk staff to help Councils find the information they need at every step of the Quality A...
Thu, 9 Sep, 2021 at 1:03 PM
How to Find Reports in Sugar Effectively
This video is about how to effectively find reports in Sugar.   The reports are found in the "Reports" module in Sugar. Reports are essentially ...
Fri, 18 Sep, 2020 at 11:57 AM
How to "Favorite" Reports
This article is about how to “favorite” or save/bookmark your commonly used reports.  This is a super quick article because it is actually super easy! But ...
Tue, 27 Apr, 2021 at 10:46 AM
Sugar 101 - What is a Dashboard and Dashlet??
When you first log onto your SugarCRM account you will see your home page Dashboard.  You can customize this home page Dashboard or you can create a NEW Das...
Tue, 27 Apr, 2021 at 10:45 AM
Sugar 101- How to Create a Dashboard and Navigator Spending Dashlet!
This video will show you how to create a NEW Dashboard and set up a Spending Dashlet that will help you to monitor Spending records that require QI Navigato...
Fri, 5 Feb, 2021 at 3:05 PM
Sugar 101- How to add an Account Record Dashlet
This video will show you how to create an Accounts Dashlet to display on your Dashboard.  This is particularly helpful in keeping track of the Accounts to w...
Fri, 5 Feb, 2021 at 3:05 PM