Skip navigation
All Places > Admin > Blog

Admin

3 posts

My name is Katherine Spencer, and I am Sugar’s Director of User Experience Design. Every one of Sugar’s quarterly releases includes a variety of enhancements to improve upon our customer experience platform and empower users with the best tools to do their jobs. My team and I are always working to facilitate this by providing the best user interface possible, helping companies effectively market, serve, and sell to customers. I am excited to highlight some of the User Interface (UI) updates that we are launching with the Q2 2020 release.

 

Data Density - There is plenty to look forward to in SugarCRM’s latest release. The first thing that you will probably notice is the compact new layout of our standard record view. By moving the labels to the left, and replacing empty data fields with pills, we can fit more information onto the screen as well as show you all of your empty data fields at quick glance. This will make it much easier to find and update empty data fields. I think that you are going to like the data density, but don’t worry if you don’t as you can move the labels back to the original location in your user preferences.

 

Type-ahead powered by Hint - Sugar Hint users are going to love this addition in the upcoming release. When you create a new account, simply start to type in the company name or website and the Hint data engine will provide you with a dropdown list of companies to select. You won’t even have to finish typing the full name.

 

Accessibility - Finally, you will notice that some of the colors have changed in this release. The User Experience design team at Sugar is constantly working to make our product more accessible for all users. Text is easier to read when there is good contrast between the foreground and background colors, so our new color choices improve color contrast, making fonts easier to read and meeting accessibility guidelines.

 

Our job on the user experience design team is to make your interactions with the Sugar family of products as easy and enjoyable as possible. We hope that this release makes your Sugar experience better, and we have more improvements planned!

Last year, SugarCRM launched Sugar Connect to bring key customer experience activities into the apps you use most—email and calendaring. Connect synchronizes Microsoft Office 365 and Google G Suite data directly with Sugar, incorporating emails, calendar events, tasks, and contacts into Sugar’s unified customer view.

 

Since our initial launch, Connect has been updated monthly, introducing innovative new features and platform improvements. In the most recent release, we added email tracking functionality, giving users the ability to track emails sent from G Suite and Outlook 365 and view statistics of opens, links clicked, and replies.

 

In the upcoming Sugar Connect release (currently targeted for April 19, 2020), we are significantly improving both user experience and security by adding support for Sugar Identity and moving SugarCRM authentication to the server side. Due to this, Sugar Connect will only connect with the Sugar instance that is specified in the “CRM Data Source” in the Sugar Connect portal.

 

Administrators need to take the following actions to verify or change the CRM Data Source before April 19, 2020 to ensure users’ access to Sugar Connect is not affected:

 

  1. Admin logs in to the Sugar Connect Portal
  2. On the left menu bar, click on “CRM Data Source”
  3. Under Server URL, enter the URL of your Sugar instance. If this is already configured to your Sugar instance, then your tenant is correctly configured.
  4. After the “CRM Data Source” is configured, link the Sugar Connect users to the CRM by clicking on “Link CRM User”

 

Sugar Connect customers are required to complete this verification by April 19, 2020. In addition to this post, email communications are being sent to Sugar Connect admins, who will also receive in-app notifications when logging in to the Sugar Connect portal.

 

For any questions, please reply below or contact the SugarCRM Customer Support team.

You already use teams and roles to control what your users can see and do in Sugar, but did you know that Admins have a complete toolkit of options available to control who's using your Sugar instance in the first place?

 

It's simple to add multiple layers of security to your Sugar instance by leveraging the following user-authentication tools - all of which are available in the admin panel:

 

  1. Advanced password management
  2. Bot protection via CAPTCHA and honeypot
  3. External authentication via SSO and AD integration
  4. OAuth 2 support
  5. Session rules including timeouts and IP address tracking and validation

 

For more information on all of these options and links to the related documentation, check out the Understanding Security Layers for User Authentication article in the Sugar Support Knowledge Base.