by Integros LLC

Quick Info is a SugarCRM add-on that helps users view linked records with no clicks. Investigate related information as deeply as you need without wasting time switching windows or tabs.

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Installation Guide

Once you have the package (e.g. quick-info-vX.X.zip), you can upload it to your Sugar instance via Module Loader. For doing that please perform following steps:

1. Navigate to Admin > Module Loader.

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2. If you are updating from an older version, first uninstall the old package by clicking "Uninstall" and select "Do Not Remove Tables" to preserve your existing timeline data in Sugar.

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3. To install the new package, click the "Choose File" button in the Module Upload panel to open a file selection window from your browser. Find and select the new .zip package (version may differ from the one mentioned on the picture).

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4. Click the Upload button to load the package 5. Once the upload has completed, сlick the Install button to the right of the uploaded package name.

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6. Review the License Agreement and select "Accept" to agree to the terms. Click "Commit" to run the installation.

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7. Wait for the progress bar to reach 100% and for the success message to appear before continuing to the next steps.

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8. Navigate to Admin > Display Modules and Subpanels, then move Quick Info module from Hidden Modules to Display Modules and click "Save"

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9. Configure License Settings Navigate to Admin > Quick Info chapter:

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Please complete installation: validate your subscription Key:

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Now, you may continue with Configuration Guide to complete addon configuring

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