Alex Nassi

Sugar Fall '19 Is Live

Blog Post created by Alex Nassi Employee on 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.        

 

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