Installation Guide - Sales History Dashlet for SugarCRM

This Installation Guide will take you step-by-step through the process of installing the Sales History Dashlet for SugarCRM.

1. Log into Sugar as a System Administrator User

2. Open the menu next to your profile picture in the upper right-hand corner and select Admin
   
   

   Open

   

    

3. On the Administration page, scroll until you find the Developer Tools section, then select Module Loader
   
   

   Open

   

    

4. From the Module Loader screen press the Choose File button and select the .zip file provided to you by FayeBSG., then after you have selected the file press the Upload button.
   
   

    

5. In the list of available modules to be loaded, find the item that you just uploaded and press the Install button.
   
   

    

6. You will be presented information about the End User License and Readme file.
   After reading the License, select the Accept option and then press the Commit button to proceed.
   
   

    

7. Once the installation is complete your screen should look similar to the one below
   
   

    

8. After it displays the 100%/Module Installed Successfully please return the administration screen (repeat step 2)
   From the administration screen scroll until you find the System section, then click on the Repair
   
   

    

9. From the Repair screen click on the Quick Repair and Rebuild link
   
   

    

10. Once the Quick Repair and Rebuild is complete you are ready to set the configuration details
    
    

Configuring the Sales History Dashlet

To configure the Sales History SugarCRM Dashlet, please refer to our Configuration Documentation [LINK].