Rich Green

Sugar Q2 2020 (10.0) for Sugar Cloud is Live

Blog Post created by Rich Green Employee on Apr 7, 2020

Sugar Q2 2020 (10.0) has been released and is now available for all Sugar cloud customers running Sugar Sell, Sugar Serve, Sugar Enterprise, and Sugar Professional.

 

The Q2 2020 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. Q2 2020 is the first release using the New Naming Convention for Sugar Releases, instead of being named "Spring '20," to better serve our customers in the southern hemisphere.

 

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

 

Sugar Q2 2020 includes the following feature updates for customers leveraging the SugarCloud platform:

Sugar Sell

Tile View Updates
  • Leads Tile View
    • Tile View is now available for the Leads module.
  • Sticky filters
    • A filter applied to the tile view will automatically apply to the module's list view and vice versa and will continue to apply as you toggle between the Tile View tabs, switch between the list view and tile view, or navigate away from the module.
  • Custom field support
    • Both stock and custom fields are now available to add to the Tile Options Header and Tile Options Body fields to be displayed in tile view.
  • Re-ordering column headers
    • The left-to-right order of the tile view column headers can be changed in Tile View settings.
  • Field validation
    • Field validation rules for records are now enforced when moving tiles from one column to another in tile view.
  • RTL support
    • Tile View is now compatible with right-to-left (RTL) languages.

Add revenue line items on lead conversion

  • You can now add revenue line items to a new opportunity when converting a lead.

Product Catalog availability

  • The Product Catalog, Product Category, Product Types, and Manufacturers modules, which were previously admin-only, will be globally visible for all users on upgrade. Administrators can restrict user access to these modules via standard team and role restrictions. Audit Log functionality has also been added for the Product Catalog module.

Cookie consent

  • SugarCRM strongly prioritizes data privacy so, to conform with various data privacy laws around the world, Sugar will require users to consent to the use of cookies in the application on initial login.

Edge browser support

  • Sugar is now supported for use in the Edge browser.

Record View Features

  • Updated record view
    • As Sugar continues to innovate on user experience, the record view has been redesigned to give users more information without having to scroll down the page.
  • Field name placement
    • Users now have the option in their profile to configure where field names are placed in relation to their field values; the default is "Beside Field Value" and provides a more compact record view than the alternative layout, which shows labels "Above Field Values".
  • Empty field pills
    • Record view is now more compact with empty fields represented by a single empty field pill instead of a field name and a blank value.
Learn more about these and other user interface updates in Exciting Updates to Sugar’s User Interface in Q2 2020!

 

 

Viewing long record names

  • Hovering over a truncated record name will now display the full text as a tooltip.

Reporting on Target Lists

  • The Target Lists module is available to use in reports.

Exporting Users reports

  • Regular (non-admin) users can now export reports that target the Users module.

Dashboard limit

  • The maximum number of dashboards that can be listed under the Home module tab has increased from 20 to 50 dashboards.

Console Management Features

  • Default sort order
    • Administrators can now designate the field column(s) to be sorted in descending or ascending order when configuring the module tab lists to modify the list's sort order.
  • Restore default console
    • The console configurations can be restored back to the default out-of-the-box settings by clicking the Restore Defaults link at the bottom of the Console Settings window.
SugarBPM Features
  • Process sequencing
    • It is now possible to assign a sequence for processes with the same target module running at the same time by using the Run Order field.
  • Portal Name in email templates
    • The Portal Name field on the Contacts module is now available in the Fields Selector tool when designing process email templates.

 

General Administration Features

 

Sugar Serve

Quick-create cases

  • Users can now create cases from any page in Sugar using the Quick Create menu.

SugarBPM Features

  • Process sequencing
    • It is now possible to assign a sequence for processes with the same target module running at the same time by using the Run Order field.
  • Portal Name in email templates
    • The Portal Name field on the Contacts module is now available in the Fields Selector tool when designing process email templates.

 

Cookie consent

  • SugarCRM strongly prioritizes data privacy so, to conform with various data privacy laws around the world, Sugar will require users to consent to the use of cookies in the application on initial login.

Edge browser support

  • Sugar is now supported for use in the Edge browser.

Record View Features

  • Updated record view
    • As Sugar continues to innovate on user experience, the record view has been redesigned to give users more information without having to scroll down the page.
  • Field name placement
    • Users now have the option in their profile to configure where field names are placed in relation to their field values; the default is "Beside Field Value" and provides a more compact record view than the alternative layout, which shows labels "Above Field Values".
  • Empty field pills
    • Record view is now more compact with empty fields represented by a single empty field pill instead of a field name and a blank value.

Learn more about these and other user interface updates in Exciting Updates to Sugar’s User Interface in Q2 2020!

 

 

Viewing long record names

  • Hovering over a truncated record name will now display the full text as a tooltip.
;

Product Catalog availability

  • The Product Catalog, Product Category, Product Types, and Manufacturers modules, which were previously admin-only, will be globally visible for all users on upgrade. Administrators can restrict user access to these modules via standard team and role restrictions. Audit Log functionality has also been added for the Product Catalog module.

Exporting Users reports

  • Regular (non-admin) users can now export reports that target the Users module.

Dashboard limit

  • The maximum number of dashboards that can be listed under the Home module tab has increased from 20 to 50 dashboards.

Portal Help link

  • A Help link to the portal user documentation has been added to the portal user menu.

Tile View Features

  • Sticky filters
    • A filter applied to the tile view will automatically apply to the module's list view and vice versa and will continue to apply as you toggle between the Tile View tabs, switch between the list view and tile view, or navigate away from the module.
  • Custom field support
    • Both stock and custom fields are now available to add to the Tile Options Header and Tile Options Body fields to be displayed in tile view.
  • Re-ordering column headers
    • The left-to-right order of the tile view column headers can be changed in Tile View settings.
  • Field validation
    • Field validation rules for records are now enforced when moving tiles from one column to another in tile view.
  • RTL support
    • Tile View is now compatible with right-to-left (RTL) languages.

Console Management Features

  • Default sort order
    • Administrators can now designate the field column(s) to be sorted in descending or ascending order when configuring the module tab lists to modify the list's sort order.
  • Restore default console
    • The console configurations can be restored back to the default out-of-the-box settings by clicking the Restore Defaults link at the bottom of the Console Settings window.

General Administration Features

 

Sugar Ultimate / Enterprise

Edge browser support

  • Sugar is now supported for use in the Edge browser.

Cookie consent

  • SugarCRM strongly prioritizes data privacy so, to conform with various data privacy laws around the world, Sugar will require users to consent to the use of cookies in the application on initial login.

Record View Features

  • Updated record view
    • As Sugar continues to innovate on user experience, the record view has been redesigned to give users more information without having to scroll down the page.
  • Field name placement
    • Users now have the option in their profile to configure where field names are placed in relation to their field values; the default is "Beside Field Value" and provides a more compact record view than the alternative layout, which shows labels "Above Field Values".
  • Empty field pills
    • Record view is now more compact with empty fields represented by a single empty field pill instead of a field name and a blank value.
Learn more about these and other user interface updates in Exciting Updates to Sugar’s User Interface in Q2 2020!

 

 

Viewing long record names

  • Hovering over a truncated record name will now display the full text as a tooltip.

Add revenue line items on lead conversion

  • You can now add revenue line items to a new opportunity when converting a lead.

Quick-create cases

  • Users can now create cases from any page in Sugar using the Quick Create menu.

Product Catalog availability

  • The Product Catalog, Product Category, Product Types, and Manufacturers modules, which were previously admin-only, will be globally visible for all users on upgrade. Administrators can restrict user access to these modules via standard team and role restrictions. Audit Log functionality has also been added for the Product Catalog module.

Reporting on Target Lists

  • The Target Lists module is available to use in reports.

Exporting Users reports

  • Regular (non-admin) users can now export reports that target the Users module.

Portal Help link

  • A Help link to the portal user documentation has been added to the portal user menu.

Dashboard and Dashlet Features

  • Dashboard limit
    • The maximum number of dashboards that can be listed under the Home module tab has increased from 20 to 50 dashboards.
  • Interactions dashlet
    • A new dashlet is available for record views to see a list of calls, emails, meetings, and notes related to the record as well as to create new interactions.
  • Comment Log dashlet
    • A new dashlet is available for record views for viewing the Comment Log of a record and adding new entries.
  • Record View dashlet
    • A new dashlet is available for record views that shows a tabbed view of different records related to the current one you are viewing.

 

 

 

Tile View Features

  • Leads Tile View
    • Tile View is now available for the Leads module.
  • Sticky filters
    • A filter applied to the tile view will automatically apply to the module's list view and vice versa and will continue to apply as you toggle between the Tile View tabs, switch between the list view and tile view, or navigate away from the module.
  • Custom field support
    • Both stock and custom fields are now available to add to the Tile Options Header and Tile Options Body fields to be displayed in tile view.
  • Re-ordering column headers
    • The left-to-right order of the tile view column headers can be changed in Tile View settings.
  • Field validation
    • Field validation rules for records are now enforced when moving tiles from one column to another in tile view.
  • RTL support
    • Tile View is now compatible with right-to-left (RTL) languages.

SugarBPM Features

  • Process sequencing
    • It is now possible to assign a sequence for processes with the same target module running at the same time by using the Run Order field.
  • Portal Name in email templates
    • The Portal Name field on the Contacts module is now available in the Fields Selector tool when designing process email templates.

 

General Administration Features

 

Sugar Professional

Edge browser support

  • Sugar is now supported for use in the Edge browser.

Cookie consent

  • SugarCRM strongly prioritizes data privacy so, to conform with various data privacy laws around the world, Sugar will require users to consent to the use of cookies in the application on initial login.

Record View Improvements

  • Updated record view
    • As Sugar continues to innovate on user experience, the record view has been redesigned to give users more information without having to scroll down the page.
  • Field name placement
    • Users now have the option in their profile to configure where field names are placed in relation to their field values; the default is "Beside Field Value" and provides a more compact record view than the alternative layout, which shows labels "Above Field Values" than the alternative layout, which shows labels "Above Field Values".
  • Empty field pills
    • Record view is now more compact with empty fields represented by a single empty field pill instead of a field name and a blank value.
Learn more about these and other user interface updates in Exciting Updates to Sugar’s User Interface in Q2 2020!

 

 

Viewing long record names

  • Hovering over a truncated record name will now display the full text as a tooltip.

Dashboard limit

  • The maximum number of dashboards that can be listed under the Home module tab has increased from 20 to 50 dashboards.

Reporting on Target Lists

  • The Target Lists module is available to use in reports.

Exporting Users reports

  • Regular (non-admin) users can now export reports that target the Users module.

Product Catalog availability

  • The Product Catalog, Product Category, Product Types, and Manufacturers modules, which were previously admin-only, will be globally visible for all users on upgrade. Administrators can restrict user access to these modules via standard team and role restrictions. Audit Log functionality has also been added for the Product Catalog module.

General Administration Features

 

This release also includes additional fixes to address issues in previous releases of Sugar, detailed in the Serve, Sell, Ultimate, Enterprise, and Professional 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 Q2 2020 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

The SugarU team showcases more of the exciting improvements and updates across the entire Sugar customer experience landscape in the following video, also available through SugarU:

 

 

To learn more about the new features available, as well as the additional fixes to address issues identified in prior releases, please review the following content:

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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