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This shows you the differences between two versions of the page.

--- using_the_sales_panel [2013/02/04 18:21]
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+++ using_the_sales_panel [2013/02/21 15:38] (current)
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   - Once you have added both the Contact(s) and Project(s) that are associated with this Account, you can see the relationship between them according to our "Bob Ross" example.{{ :sales3.png?direct |}}
-======Administrative Functions======
-These tools are used by the administrator and are accessible through the **admin** panel in the top right of the SugarCRM interface.
-=====Application Backup/Repair=====
-The purpose of this tool is to assist in creating backups of the Sugar application files. (Database backups should also be performed regularly. Please refer to your database vendor's documentation for information on how to backup your database.)
-====Backup====
-  - Click the **admin** link in the top right of the page.
-  - Scroll down to the "System" header and click **Backups** beneath it.
-  - Enter a directory which is writable by Sugar.
-  - Enter a filename. It will be saved as a .zip file.
-  - Click the **Confirm Settings** button.
-The backup is now downloadable at [[#|http://yoursite.com/filename.zip]]
-====Repair====
-  - Click the **admin** link in the top right of the page.
-  - Scroll down to the "System" header and click **Repair** beneath it.
-  - A list of application components is displayed. Choose the component you wish to repair.
-  - A successful repair is indicated by redirecting you to a page that says "Done."
-=====Database Backup=====
-First, you need to find out the name of the database that SugarCRM is using. You only need to do this once (as long as you remember or write down the name of the database – it will never change).
-  - To find out the name of the database log in to your SugarCRM system using your administrator details.
-  - Then, click on **admin** at the top of the screen.
-  - Scroll down to the "System" section then click on the **Diagnostic Tool** option.
-  - Unselect all options except for the “SugarCRM config.php” one – the config.php file has all sorts of information about how the SugarCRM system works.
-  - Then, click on the **Execute Diagnostic** button. This will do the diagnostic and ask you to download the Diagnostic File.
-  - Click the link to download the Diagnostic File.
-  - The Diagnostic File is a ZIP file. Once downloaded to your computer, open it and you will see one file inside, the "config.php" file.
-  - Open the "config.php" file in a text editor and look for the section that starts with “dbconfig”. This is the part that tells SugarCRM where the database is and how to connect to it. The "db_name" bit contains the name of the database used by SugarCRM. The name may be different for each installation, but will never change.
-  - Now that you know the name of the database, you can track it down and make a backup of it. This can be done through your hosting provider's cPanel, phpMyAdmin, or done manually by your system administrator.
-  - Click the link to download the Diagnostic File.
-  - The Diagnostic File is a ZIP file. Once downloaded to your computer, open it and you will see one file inside, the "config.php" file.
-  - Open the "config.php" file in a text editor and look for the section that starts with “dbconfig”. This is the part that tells SugarCRM where the database is and how to connect to it. The "db_name" bit contains the name of the database used by SugarCRM. The name may be different for each installation, but will never change.
-  - Now that you know the name of the database, you can track it down and make a backup of it. This can be done through your hosting provider's cPanel, phpMyAdmin, or done manually by your system administrator.
 ======Useful Links======

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