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Zac Sprackett

Hint 5.2.1 Is Live

Posted by Zac Sprackett Employee Nov 7, 2019

HINT logo

 

SugarCRM has released version 5.2.1 of Sugar Hint. Hint automates the process of researching and recording up-to-date and accurate information on prospects and customers. It provides a wide range of important, useful, and actionable insights about your contacts and accounts. Hint is always working for you in the background, gathering relevant news and informing you of important opportunities to build better relationships. The Hint product family is a cornerstone of SugarCRM's No-Touch platform, enabling your employees to spend more time on the thing that matters: building customers for life.

 

Version 5.2.1 addresses an issue where Sugar instances with Hint installed may be inaccessible via Internet Explorer. More information about this release can be found in the Hint 5.2.1 Release Notes.

 

Customers hosted in the SugarCloud will have their version of Hint upgraded to version 5.2.1 automatically. Installation, upgrade, and usage documentation for Hint can be found at the following links:

Note: On-site customers (non-SugarCloud) must first uninstall existing Hint versions before upgrading to Hint 5.x.x. However, upgrading from 5.0.x to 5.2.1 does not require an uninstall.

Hint is supported for use on Sugar versions 8.0 and above. Please review the Supported Platforms for Hint before installing. Hint can be purchased by contacting your SugarCRM sales representative.

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.

Sugar Mobile 13.0 is now available for download on iOS devices.

 

This release addresses an issue when running Sugar Mobile on Apple's latest iOS release, iOS 13, where attempting to log back in to Sugar Mobile after a session timeout may result in a 400 error. More details about this update may be found through the Sugar Mobile 13.0 for iOS Release Notes.

 

Sugar Mobile 13.0 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

All existing installations of Sugar Mobile will be upgraded through the phone or tablet's native upgrade functionality. Alternatively, upgrades can be performed by searching for "Sugar Mobile" in the Apple App Store.

 

Mobile Developers

Sugar Mobile SDK version 13.0.515-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store, or, for ease of distribution and control, through an MDM.

 

More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 13.0.515-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK.

 

If you want to ensure you are up-to-date on all our latest releases, please click the "Follow" button under the Releases space in the community.

 
Zac Sprackett

Hint 5.2.0 Is Live

Posted by Zac Sprackett Employee Oct 28, 2019

HINT logo

 

SugarCRM has released version 5.2.0 of Sugar Hint. Hint automates the process of researching and recording up-to-date and accurate information on prospects and customers. It provides a wide range of important, useful, and actionable insights about your contacts and accounts. Hint is always working for you in the background, gathering relevant news and informing you of important opportunities to build better relationships. The Hint product family is a cornerstone of SugarCRM's No-Touch platform, enabling your employees to spend more time on the thing that matters: building customers for life.

 

The 5.2.0 version of Hint introduces the ability for users to click the preview button on a contact, lead, or account record to open a tabbed view in the intelligence pane containing both the record preview and the Hint panel. This release also includes improvements for issues identified in prior releases of Hint. More information about this release can be found in the Hint 5.2.0 Release Notes.

 

Customers hosted in the SugarCloud will have their version of Hint upgraded to version 5.2.0 automatically. Installation, upgrade, and usage documentation for Hint can be found at the following links:

Note: On-site customers (non-SugarCloud) must first uninstall existing Hint versions before upgrading to Hint 5.x.x. However, upgrading from 5.0.x to 5.2.0 does not require an uninstall.

Hint is supported for use on Sugar versions 8.0 and above. Please review the Supported Platforms for Hint before installing. Hint can be purchased by contacting your SugarCRM sales representative.

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.

Sugar 8.0.5 is now available for all customers running Sugar's on-premise release (see: annual release model).

 

This release addresses an issue identified in a prior release where users would encounter an error uploading files while using the 12.1.2 version of Safari. Please review the 8.0.5 release notes using the following links to learn more about this release:

 

Customers hosting Sugar on their own servers can review the following installation and upgrade instructions:

 

Please review the 8.0.x Supported Platforms prior to installing or upgrading to 8.0.5.

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.    

Sugar Mobile 12.0 is now available for download on iOS and Android devices.

 

This release addresses issues identified in prior releases of Sugar Mobile. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 12.0

Sugar Mobile for iOS Release Notes 12.0

 

Sugar Mobile 12.0 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

All existing installations of Sugar Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “Sugar Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store

 

Mobile Developers

Sugar Mobile SDK version 12.0.514-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store, or, for ease of distribution and control, through an MDM.

 

More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 12.0.514-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK. 

 

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.

Today, we are excited to announce that Sugar Discover is generally available to customers!

 

Sugar Discover Overview

Sugar Discover unlocks the true value of your CRM by automatically monitoring performance across your key business metrics, surfacing deep insights into the factors impacting those metrics and empowering you to make more timely, data-driven decisions.

 

Learn more about Sugar Discover (and our recent Sugar Connect release) from Chief Product Officer, Rich Green, in the video below:

 

Key Features 

Immediate Insight Into Sales Performance

Sugar Discover is a purpose-built analytics solution for SugarCRM, providing immediate insight into sales performance, without the need for complicated setup and integration. It comes with an extensive, out-of-the-box set of high- value metrics and analytics to track trends in sales velocity, conversion rates, pipeline generation, and much more.

Automate Your Analytics

Sugar Discover continuously tracks and analyzes your key sales metrics, automatically surfacing what’s important now so you are always in-the-know when key metrics trend significantly above or below target or break from historical patterns.

Quickly Get to the Root Cause

Unlike general-purpose BI tools, Sugar Discover provides an augmented analytics experience through Discovery Insights - related facts and patterns that are dynamically generated as you explore data - helping you quickly identify root causes and take action.

Historical Context, No Spreadsheets Required

Powered by a high-performance analytics engine that automatically tracks changes in opportunities over time, Sugar Discover makes it simple to visualize historical trends of performance metrics, compare current and past performance, perform cohort analysis, and many other use cases that typically involve cutting-and-pasting snapshots of data into spreadsheets.

Analytics Made Easy

Sugar Discover empowers all users, regardless of technical skill level, to make data-driven decisions using:

  • An intuitive drag-and-drop report design
  • Simple, yet powerful filtering capabilities
  • Discovery Insights to augment exploration surfacing significant differences or trends 
  • Calculated fields to create custom metrics

Who can use Sugar Discover? 

To purchase Sugar Discover, customers must also be Sugar Sell, Ultimate, Enterprise, or Professional customers running a US-hosted SugarCloud instance. Please review the Supported Platforms for additional details.

 

Learn more about Sugar Discover

Learn more about Sugar Discover by reading through the guides below and watch the video to see Sugar Discover in action:

Contact your Account Representative or Sugar Partner for a demo of Sugar Discover today.

 

Today, we are excited to announce that Sugar Connect is generally available to customers!  

 

Sugar Connect Overview

Sugar Connect harmonizes your CX applications by surfacing key customer data and activities into the apps you use most — email and calendaring. As a key component of Sugar’s No-Touch Information Management vision, Connect provides critical context when it matters most, during real-time email communications with customers. Further, it keeps all of your customer account information up to date without ever having to leave your email tool. Connect synchronizes Microsoft Office 365 and Google G Suite data directly with Sugar Sell, Serve, Enterprise, and Pro, incorporating email, calendar events, tasks, and contacts into the unified customer view provided by the Sugar platform.

 

Learn more about Sugar Connect (and our upcoming Sugar Discover release) from Chief Product Officer, Rich Green in the video below:

 

Key Features

 

360-degree Customer View

  • Gain complete visibility into the health of your accounts, lead, and opportunities right from your email app.
    • Access Sugar information from a sidebar when reading or composing an email
    • Create, update and delete records and fields in Sugar Sell and Serve
    • Attach emails to Opportunities, Contacts, or Accounts
    • See all customer emails in the sidebar
    • Access and use CRM email templates

 

Automate Data Entry

  • Archive important emails to Sugar, while automatically syncing your calendar and contacts
    • Archive all inbound and outbound emails
    • Specify exactly which Opportunity, Contact, or Account you’d like the email to be archived to
    • Sync and access shared calendars so you don’t need to maintain events in multiple calendars
    • Relate events to attendees’ records in Sugar

 

Effortless CRM

  • Access and update Sugar, without leaving your email
    • Provides server-side integration with Microsoft Office 365 and Google G Suite
    • Provides client-side integration with Windows Outlook
    • Provides client-side integration with MacOS Outlook

 

Scheduling Assistant

  • Easily schedule meetings with your customers, without the back-and-forth
    • Allow customers to select times that work for you and them
    • Set minimum scheduling notice times, to avoid last-minute meetings
    • Automatically save meeting attendees as new leads in CRM

 

Who can use Sugar Connect? 

Sugar Connect customers need to fit into the following categories:

  • Email: Office 365 or G Suite
  • CRM: Sugar Sell, Sugar Serve, Ultimate, Enterprise, or Professional (SugarCloud or on-premise)

Please review the Supported Platforms for additional details.

 

Learn more about Sugar Connect

Customers can learn more about Sugar Connect through the following resources:

Contact your Account Representative or Sugar Partner for a demo of Sugar Connect today.
Alex Nassi

Sugar Fall '19 Is Live

Posted by Alex Nassi Employee Oct 9, 2019

Sugar Fall '19 has been released and is now available for all SugarCloud customers running Sugar Sell, Sugar Serve, Sugar Enterprise, and Sugar Professional.

 

The Fall '19 release further advances Sugar’s robust suite of customer experience solutions, empowering your marketing, sales and service teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences. Learn more about the first intelligent, no-touch customer experience (CX) platform and how to exceed expectations and create customers for life:

This release represents the next step in the SugarCRM quarterly feature delivery model, providing accelerated delivery of new innovations for Sugar Cloud customers, as well as greater predictability for Sugar updates for on-site customers.

 

In the video below, Zac Sprackett (Senior Vice President of Product Management) showcases key, recently introduced features across the Sugar customer experience landscape:

 

 

Sugar Fall '19 includes the following feature updates for customers leveraging the SugarCloud platform:

 

Sugar Sell

  • Relationships to the Business Centers module have been added to Contacts, Leads, and Users, allowing business hour calculations to be leveraged in sales-focused SugarBPM processes (e.g. lead routing).

  • Several stock SugarBPM process definitions which can be modified to suit your needs are now available:
    • Automatic Forecast Update automatically updates the related opportunity or revenue line items when a quote is closed.
    • Lead Routing automatically routes leads to sales representatives in the appropriate territory and sends the new owner a task due in one business day and an email notification.
    • Quote Discount Approval requests approval from the sales representative's supervisor when a quote is negotiated with a discount greater than 20%.
    • Stagnant Opportunity Reminder sends an email reminder to sales representatives when their open opportunity is 15 days away from its expected close date and if the opportunity does not close on time.
  • Shared email accounts can now be used as the From address in emails sent using SugarBPM Send Message and End events.

 

  • SugarIdentity-enabled instances now support creating and editing non-user employee records.

 

Sugar Serve

  • Administrators now have additional Portal configuration options:
    • Case deflection configuration: The home page search box may be disabled via the "Enable search before opening a case" option.
    • Contact creation via portal registration: Portal registration submission now creates a new contact record in Sugar. The contact's Lead Source field is automatically set to "Support Portal User Registration".
    • Display/hide modules in navigation bar: Administrators now have the ability to control which modules appear in the portal's navigation bar.
    • Portal contact information: The company's contact information (e.g. phone, email) can now be displayed for portal users requiring additional assistance logging into their account.
    • Portal logo: Administrators now have the ability to change the image that appears on the upper left of the portal screen by configuring the Logomark URL field.
  • Portal registration submission now creates a new contact record in Sugar and the contact's Lead Source field is automatically set to "Support Portal User Registration".
  • A new Source field option for "Portal" has been added to the Cases and Bugs modules.
  • Cases, bugs, and notes created in Sugar will automatically be visible in the portal as the Show in Portal/Display in Portal checkbox is now enabled by default in the system.

 

  • Relationships to the Business Centers module have been added to Contacts and Users, allowing business hour calculations to be leveraged in more customer service SugarBPM processes.
  • Shared email accounts can now be used as the From address in emails sent using SugarBPM Send Message and End events.
  • SugarIdentity-enabled instances now support creating and editing non-user employee records.

Sugar Ultimate / Enterprise

  • Administrators now have additional Portal configuration options:
    • Display/hide modules in navigation bar: Administrators now have the ability to control which modules appear in the portal's navigation bar.
    • Portal contact information: The company's contact information (e.g. phone, email) can now be displayed for portal users requiring additional assistance logging into their account.
    • Portal logo: Administrators now have the ability to change the image that appears on the upper left of the portal screen by configuring the Logomark URL field.
  • Portal registration submission now creates a new contact record in Sugar and the contact's Lead Source field is automatically set to "Support Portal User Registration".
  • A new Source field option for "Portal" has been added to the Cases and Bugs modules.
  • Cases, bugs, and notes created in Sugar will automatically be visible in the portal as the Show in Portal/Display in Portal checkbox is now enabled by default in the system.
  • The Sugar Portal user experience has been updated with the following enhancements:
    • When signing up for Sugar Portal, registrants may now choose their own username and password as well as provide their company's name.
    • Portal users now have the ability to reset their password from a link on the portal's login page.
    • Portal users can preview a record directly from the module's list view by clicking the Preview button to the far right of each record's row.
  • Shared email accounts can now be used as the From address in emails sent using SugarBPM Send Message and End events.
  • SugarIdentity-enabled instances now support creating and editing non-user employee records.

Sugar Professional

  • SugarIdentity-enabled instances now support creating and editing non-user employee records.

 

This release also includes additional fixes to address issues in previous releases of Sugar, detailed in the Ultimate, Serve, Sell, Professional, and Enterprise Release Notes.

 

Customers hosted in the Sugar cloud environment will receive further communication regarding their automatic upgrades shortly per the Sugar Cloud Policy Guide - Upgrade Policy. Please visit the Supported Platforms page for a complete list of supported browsers and other platform information.

 

Sugar Fall '19 Developer Resources

Our Developer Advocacy team has made available the following resources to assist developers with the changes associated in this release:

 

Additional Documentation & Release Notes

To learn more about the new features available, as well as the additional fixes to address issues identified in prior releases, please review the KB article “What to Expect When Upgrading to 9.2” and the appropriate release notes:

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.        

 

SugarCRM has released versions 9.0.2 and 8.0.4 for all editions and are available for download to on-site customers. At SugarCRM, we consider data security and the protection of your private information our highest priority. This latest release includes important security updates. As part of our ongoing security review process, we have recently detected security vulnerabilities and, to minimize potential risks, those issues have been investigated and addressed in this updated release. 

 

For more information regarding the specific advisories, please refer to the following Security Advisory announcements:

 

Following our investigations, we have no indication that the vulnerabilities were exploited. However, administrators are strongly encouraged to upgrade their Sugar instances running the 9.0.1 or 8.0.3 versions of Sugar or prior to 9.0.2 or 8.0.4 to prevent potential exploitation of these weaknesses.

 

If you host your instance on-site (in any environment outside of the SugarCloud environment), please carefully review the following instructions and take the actions outlined below at the earliest opportunity. Failure to take these actions could leave you exposed to malicious attacks.

 

Please visit our Download Manager to download the latest patch for your release, 9.0.2 or 8.0.4, which address these vulnerabilities. Our Installation and Upgrade Guide contains the appropriate guidance to apply these patches to your instance.

 

If upgrading now is not an option, please open a case with our support team to request a hotfix for the security vulnerabilities. We will then supply a module loadable package that can be applied to your current version and edition of Sugar. Please note that we will only supply hotfixes for supported versions. Support tickets can be opened via our portal or by emailing support@sugarcrm.com. If you are not familiar with the support process, please review our knowledge base article on Working With Sugar Support.

 

Release Notes

More information on the updates in this release can be found at the following links:

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.  

SugarCRM is pleased to announce that version 5.1.0 of the Customer Journey Plug-in is now available.

 

This latest release includes the following new features and enhancements:

 

This latest release also addresses issues identified in prior releases of the Customer Journey Plug-in. More information on this release can be found in the Customer Journey Plug-in 5.1.0 Release Notes.

 

More information on the Customer Journey Plug-in, including the user guideadmin guideinstallation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 5.1.0 can be downloaded through SugarExchange.

 

If you want to ensure you are up-to-date on all our latest releases, please click the 'Follow' button under the Releases space in the community.  

Sugar Mobile 11.0 is now available for download on iOS and Android devices.

 

At SugarCRM, we consider data security and the protection of your private information our highest priority. This latest release includes important security updates. As part of our ongoing security review process, we have recently detected a security vulnerability:

To minimize potential risks, this issue has been investigated and addressed in this updated release.

 

Following our investigations, we have no indication that the vulnerability was exploited. However, all Sugar Mobile users are strongly encouraged to upgrade through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “Sugar Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store

 

This release also addresses issues identified in prior releases of SugarCRM Mobile. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 11.0

Sugar Mobile for iOS Release Notes 11.0

 

Sugar Mobile 11.0 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

Mobile Developers

Sugar Mobile SDK version 11.0.512-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store, or, for ease of distribution and control, through an MDM.

 

This version of the SDK adds 64-bit support for the Android app. Mobile developers are strongly encouraged to upgrade and rebuild custom applications created with MACs or the SDK to include the fix for Security Advisory sugarcrm-sa-2019-048 as described above. More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 11.0.512-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK. 

 

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.

Rich Green

Hint 5.1.3 Is Live

Posted by Rich Green Employee Sep 24, 2019

HINT logo

 

SugarCRM has released version 5.1.3 of SugarCRM Hint. Hint automates the process of researching and recording up-to-date and accurate information on prospects and customers.  It provides a wide range of important, useful, and actionable insights about your contacts and accounts. Hint is always working for you in the background, gathering relevant news and informing you of important opportunities to build better relationships.  The Hint product family is a cornerstone of SugarCRM's No-Touch platform, enabling your employees to spend more time on the thing that matters: building customers for life.

 

The 5.1.3 version of Hint includes updates to support Sugar's upcoming Fall '19 (9.2) release. More information about this release can be found in the Hint 5.1.3 Release Notes.

 

Customers hosted in the SugarCloud will have their version of Hint upgraded to version 5.1.3 automatically. Installation, upgrade, and usage documentation for Hint can be found at the following links:

Note: On-site customers (non-SugarCloud) must first uninstall existing Hint versions before upgrading to Hint 5.x.x. However, upgrading from 5.0.x to 5.1.3 does not require an uninstall.

Hint is supported for use on Sugar versions 8.0 and above. Please review the Supported Platforms for Hint before installing. Hint can be purchased by contacting your SugarCRM sales representative

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.
Rich Green

Mobile SDK 10.0 Is Live

Posted by Rich Green Employee Sep 3, 2019

Sugar Mobile SDK version 10.0.510-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store, or, for ease of distribution and control, through an MDM.

 

More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 10.0.510-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK release is compatible Sugar Mobile 10.0 and is available for SugarCRM customers or SugarCRM OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK. 

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.

SugarCRM is pleased to announce that version 5.0.2 of the Customer Journey Plug-in is now available.

 

This latest release addresses issues identified in prior releases of the Customer Journey Plug-in. More information on this release can be found in the Customer Journey Plug-in 5.0.2 Release Notes.

 

More information on the Customer Journey Plug-in, including the user guideadmin guideinstallation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 5.0.2 can be downloaded through SugarExchange.

 

If you want to ensure you are up-to-date on all our latest releases, please click the 'Follow' button under the Releases space in the community.

Rich Green

Sugar Mobile 10.0 Is Live

Posted by Rich Green Employee Aug 28, 2019

Sugar Mobile 10.0 is now available for download on iOS and Android devices.

 

This release changes the name of SugarCRM Mobile to Sugar Mobile and addresses issues identified in prior releases of SugarCRM Mobile.

 

More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 10.0

Sugar Mobile for iOS Release Notes 10.0

 

Sugar Mobile 10.0 is compatible with Sugar 9.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

All existing installations of Sugar Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “Sugar Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store

 

If you want to ensure you are up-to-date on all our latest releases, please click the ‘Follow’ button under the Releases space in the community.