Karen S. Fredricks - SugarCRM for dummies

SugarCRM For Dummies

by Karen S. Fredricks

SugarCRM For Dummies

Published by
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Copyright 2008 by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

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Library of Congress Control Number: 2008939702

ISBN: 978-0-470-38462-6

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

About the Author

Karen S. Fredricks began her life rather non-technically, growing up in Kenya. She attended high school in Beirut, Lebanon, where she developed her sense of humor while dodging bombs. After traveling all over the world, Karen ended up at the University of Florida and has been an ardent Gator fan ever since. In addition to undergraduate studies in English and accounting, Karen has a Masters degree in psycholinguistics. Beginning her career teaching high school English and theatre, Karen switched to working with the PC during its inception in the early 80s and has worked as a full-time consultant and trainer ever since.

Karen holds certifications in ACT!, QuickBooks, and Microsoft Office. This is the tenth For Dummies book that she has written. Specializing in CRM and contact management software, she has written titles on ACT!, Outlook 2007, Outlook 2007 with Business Contact Manager, and Microsoft Office Live. She is a frequent guest on several syndicated computer radio talk shows and has frequent public speaking engagements.

Karen resides in Boca Raton, Florida. Her company, Tech Benders, specializes in CRM software and provides computer consulting, support, and training services. Karen particularly enjoys helping her clients increase their bottom line through their marketing efforts and improved sales processes. In her spare time, Karen loves to spend time with family and friends, play tennis, work out, ride bikes, and write schlocky poetry.

Feel free to send your comments about the book to www.dummies@techbenders.com .

Dedication

This book is dedicated to new and existing CRM users. I know that youll be able to use this book to take your business to the next level. I hope you enjoy reading it as much as enjoyed writing it!

Author's Acknowledgments

The people at Wiley Publishing are fantastic to work with and have made writing this book a pleasure! My acquisitions editor, Kyle Looper, is a joy to work with. This is the third book Ive done with my project editor, Blair Pottenger; I know when to stick with a good thing! Brian Walls, my copy editor, made sure that all Ts were crossed and the Is dotted; Brian, your edits were always right on!

Family, friends, and fun go together, and fortunately for me I have lots of all three. Special recognition goes to my daughter, Alyssa, on her graduation from that other Florida school and to my mother for still going strong in her nineties. Bocas Swim and Racquet Club has the friendliest group anywhere; hellos go out to my various games and especially to my Almost Champions team mates on the USTA 4.0 league.

Writing a book is not easy, but having someone special in your life certainly makes it a lot more fun! Gary Kahn has loved and supported me during the writing of my last 9 books. Youre the best I couldnt have done it without you. Cant wait to see where the next Bruce concert will be!

Publishers Acknowledgments

Were proud of this book; please send us your comments through our online registration form located at www.dummies.com/register/.

Some of the people who helped bring this book to market include the following:

Acquisitions, Editorial, and Media Development

Project Editor: Blair J. Pottenger

Acquisitions Editor: Kyle Looper

Copy Editor: Brian Walls

Technical Editor: Michael Lonski, Sujata Pamidi

Editorial Manager: Kevin Kirschner

Editorial Assistant: Amanda Foxworth

Sr. Editorial Assistant: Cherie Case

Cartoons: Rich Tennant (www.the5thwave.com)

Composition Services

Project Coordinator: Katie Key

Layout and Graphics: Reuben W. Davis, Sarah E. Philippart, Christine Williams

Proofreader: Joni Heredia, Amanda Steiner

Indexer: Potomac Indexing, LLC

Special Help: Chris Harrick (Senior Director of Product Marketing, SugarCRM)

Publishing and Editorial for Technology Dummies

Richard Swadley , Vice President and Executive Group Publisher

Andy Cummings , Vice President and Publisher