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2019
Rich Green

Hint 5.0 is Live

Posted by Rich Green Employee Jan 28, 2019

HINT logo

 

SugarCRM has released version 5.0 of SugarCRM Hint. Hint provides a wide range of important, useful, actionable insights about your contacts and accounts. Insights include social media, work information, company details, news and more, all by leveraging names and email addresses already stored in Sugar. Users can also quickly import the enhanced data into Sugar with a single click. Uncover key insights at every stage of your sales, marketing, and customer service cycles with actionable intelligence.

 

In the following video, SugarCRM Chief Strategy Officer and Co-Founder, Clint Oram, highlights the major features of this release. More details on all of the exciting Hint 5.0 updates are explained further after the video.

 

 

Hint 5.0 introduces Hint Insights, providing configurable alerts and account insights designed to help users proactively identify upsell opportunities and potential churn risks more efficiently. Delivery methods and new functionality in this release include:

 

Proactive and Personalized Account Alerts

Users can personalize the types of alerts and delivery method to stay updated and proactive at all times with breaking developments, funding, personnel changes, general, M&A, and other news about key accounts.

Preferences

Hint Insights Dashlet

The Hint Insights dashlet can be added to users' dashboards for real-time news updates on accounts of their choice. News selection options on this dashlet include Financial, Press Releases, Personnel, and other general account insights to keep users in the know.

Hint Insights Dashlet

Real-time Browser Notifications

Browser notifications allow users to receive news stories about key accounts in real-time. Notifications from Hint are effortlessly displayed to the user as a desktop notification to receive important updates.

Browser Notification

Email Alerts and Digests

Users can configure Hint to send emails containing instant news updates, a daily digest, and a weekly digest of all news stories.

Email Notification Preferences

News Searching

On the Hint panel, stories in the News section can now be searched by keyword and filtered by category.

Dashlet Search Bar

 

Hint 5.0 also introduces compatibility with the new Winter '19 release. More information about this release can be found in the Hint 5.0 Release Notes.

 

Customers hosted in the SugarCloud will have their version of Hint upgraded to version 5.0 automatically. Installation, upgrade, and usage documentation for Hint can be found at the following links:

Hint User Guide

Hint Installation Guide

Please note, on-site customers (non-SugarCloud) must first uninstall existing Hint versions before upgrading to Hint 5.0.

 

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.

SugarCRM is pleased to announce that version 4.8.2 of the Customer Journey Plug-in is now available.

 

This latest release includes support for the newly released Winter '19 (8.3) version of Sugar. More information on this release can be found in the Customer Journey Plug-in 4.8.2 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 4.8.2 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.

SugarCRM has released version 2.6.2 of the Sugar Plug-in for Microsoft Outlook.

 

This latest release includes improvements to the sync failure handling process. With this new release, when a record fails to sync, users will be provided with detailed information about the failed records via a dialog box. Additionally, the records will be unmarked from sync and excluded from future sync actions.

 

Sugar Plug-in for Microsoft Outlook 2.6.2 also addresses issues identified in prior releases of the Outlook Plug-in. More information on the new functionality as well as issues addressed in this update can be found in the MS Outlook Plug-in Release Notes 2.6.2.

 

Installation, upgrade, and usage documentation for this release can be found at the following links:

MS Outlook Plug-in User Guide 2.x

MS Outlook Plug-in Installation Guide 2.x

 

Users can either download the plug-in from the Download Manager with an appropriate download key or by going to their user profile in the application and selecting the 'Downloads' tab. Please review the Supported Platforms for the Outlook Plug-in before installing.

 

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

Winter '19 (8.3) is Live

Posted by Rich Green Employee Jan 18, 2019

Sugar Winter '19 is now live and available for all customers hosted in the Sugar Cloud environment. Winter '19 is the next step in our core Sugar Cloud updates (New Sugar Release Process), providing accelerated delivery of new innovations for Cloud customers, as well as heightened levels of predictability for Sugar updates.

 

Sugar Winter '19 will significantly benefit customers running in the Sugar Cloud environment through the major features introduced in this release, detailed below.

 

Comment Log

The Comment Log field, a shared log of messages, comments, or other text, has been added to the Bugs and Cases modules and is available to be added by administrators to other modules. This new feature enables users to foster collaboration and provide a time-stamped record within Sugar so that everyone is on the same page.  With the comments log, important customer information doesn’t get lost in email or side conversation, but rather right in the context of the Sugar record. 

Comment Log

Exporting Reports

Sugar has expanded capabilities for all report types to export to CSV, thus allowing users to extract data from reports to use for gathering deeper insights.

Export Reports

Product Catalog Updates

Product Catalog Quick Picks Dashlet 

The Product Catalog Quick Picks dashlet allows users to access products that are recently used or marked as favorites and add them as line items on opportunities and quotes, giving users quick access to the products they use the most.

Favoriting Product Catalog Records

Product catalog records can now be marked as favorites via the Product Catalog list view/record view, Product Catalog dashlet, or Product Catalog Quick Picks dashlet.

Reporting on Product Catalog 

The Product Catalog module now is available to use in reports to give users a better picture of products within Sugar.

Quick Picks Dashlet

Quoted Line Item Currency

Users now have the ability to change the line item's currency when creating or editing quotes.

Quoted Line Item Currency Select

Advanced Workflow Updates

Process Validation 

The enhanced Process Validator lets users validate Advanced Workflow process definition designs on import and on an as needed basis. The validation job detects configuration errors as well as sequencing mistakes.

Admin Configuration

Process auto-save and auto-validate options have been added to Sugar's System Settings page in a new panel labeled "Advanced Workflow". This is also where users will find the Error Number of Cycles setting, which has been relocated in this version. 

Process Email Template To/From Variables

The Fields Selector tool now lets users insert the current (i.e. "changes to") and the old (i.e. "changes from") values of a changed field into process email templates.

Multi-Layer Module Relationships 

Create a new Sugar record and relate it to the target Sugar record or to a record related to the target record. 

Change Fields

Change the value of one or more fields on the target record, on records related to the target record, or on records related to that related record.

Advanced Workflow features are only available in Enterprise and Ultimate Edition
Process Validator

 

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

Developers: The following resources have been made available to assist developers with the changes associated in this release:

  

Please review the release notes using the following links and the Knowledge Base article, "What to Expect When Upgrading to 8.3," to learn more about the new features available, as well as the variety of fixes to address bugs identified in prior releases:

 

Customers hosted in the Sugar Cloud environment will receive further communication regarding their automatic upgrades shortly per the Sugar Cloud Policy Guide - Upgrade Policy. Additional information about best practices for upgrades in the Sugar Cloud environment can be found in Webinar: Sugar Cloud Upgrade Best Practices [Recording]. Please visit the Supported Platforms page for a complete list of supported browsers and other platform information.

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.