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2019

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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.