Rich Green

Sugar Q3 2020 (10.1) for SugarCloud is Live

Blog Post created by Rich Green Employee on Jul 14, 2020

Sugar Q3 2020 (10.1) has been released and is now available for all Sugar Sell, Sugar Serve, Sugar Enterprise, and Sugar Professional customers hosted on the SugarCloud platform.

 

The Q3 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 customers hosted on SugarCloud, as well as greater predictability for Sugar updates for on-site customers. Q3 2020 continues using the New Naming Convention for Sugar Releases, instead of being named "Summer '20," to better serve our customers in the southern hemisphere.

 

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

 

Sugar Q3 2020 includes the following feature updates for customers leveraging the SugarCloud platform:

Sugar Sell

Purchases and Purchased Line Items Features

  • Purchases and Purchased Line Items
    • Purchases represent each good or service a customer has bought while Purchased Line Items capture each time it was bought, providing a historically accurate record of sales and customer value while supporting post-sale operations.
  • Automatic purchase generation
    • Purchases and purchased line items are automatically generated for "Closed Won" opportunities with revenue line items, with the ability for administrators to implement an approval process to precede purchase generation, restrict purchases to certain types of sales, or further modify the behavior.
  • Active Subscriptions dashlet
    • The Active Subscriptions dashlet is now based on purchases and purchased line items.

 

 

Opportunities and Revenue Line Items Features

 

 

 

Negative quantity amounts

  • Support for negative "Quantity" values, which can be used for credits or price adjustments, has been added to the Revenue Line Items and Quoted Line Items modules.

Workforce Management Features

  • Shifts and Shift Exceptions
    • The Shifts and Shift Exceptions modules have been added to manage sales representatives' working hours as well as exceptions to their working hours (e.g. paid time off), which can be used in round-robin assignments in SugarBPM.
  • Round robin by availability
    • Round Robin actions in SugarBPM™ can now assign new leads based on the availability of sales representatives according to their shifts, shift exceptions, and holidays. New leads can be responded to in a timely manner and improve lead conversion rates.

 

Console Management Features

  • Add and remove dashlets in module tab drawers
    • The module tab drawers (e.g. Account Detail drawer) in the Renewals Console can now be configured to add or remove dashlets.
  • Module tab list configuration
    • Administrators can now designate which fields to display as columns as well as the left-to-right order of the field columns in the module tab's list view when configuring the module tab lists.
  • Module tab list preview
    • The new preview table in the Console Settings window automatically updates in real-time to reflect your field selections and the designated order of the field columns configured in the Columns list.

 

Record View Dashlet Features

Comment Log Features

  • Email notification on mentions in comment log entries
    • Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
  • System Comment Log Email Notification template
    • Administrators can configure the comment log email notification template via Emails > View Email Templates.

 

SugarBPM list view refresh

  • The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.

Tile view filter refresh

  • The Refresh button has been added to the tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.

 

Additional configurable system email templates

  • Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".

Auto-focus cursor on first field in record view

  • When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

  • Hyperlinks in text area fields are now clickable and will open the link in a new tab.

Managing Employees

  • SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.

 

Sugar Serve

Workforce Management Features

  • Shifts and Shift Exceptions
    • The Shifts and Shift Exceptions modules have been added to manage customer service agents' working hours as well as exceptions to their working hours (e.g. paid time off), which can be used in round-robin assignments in SugarBPM.
  • Round robin by availability
    • Round Robin actions in SugarBPM™ can now assign new cases based on the availability of customer service agents according to their shifts, shift exceptions, and holidays. New cases can be responded to in a timely manner for improved customer experience.

 

Console Management Features

  • Add and remove dashlets in module tab drawer
    • The Case Detail drawer in the Service Console can now be configured to add or remove dashlets.
  • Module tab list configuration
    • Administrators can now designate which fields to display as columns as well as the left-to-right order of the field columns in the Cases tab's list view when configuring the module tab lists.
  • Module tab list preview
    • The new preview table in the Console Settings window automatically updates in real-time to reflect your field selections and the designated order of the field columns configured in the Columns list.

 

Record View Dashlet Features

Comment Log Features

  • Email notification on mentions in comment log entries
    • Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
  • System Comment Log Email Notification template
    • Administrators can configure the comment log email notification template via Emails > View Email Templates.

 

 

Purchases and Purchased Line Items Features

  • Purchases and Purchased Line Items
    • Purchases represent each good or service a customer has bought while Purchased Line Items capture each time it was bought, providing a historically accurate record of sales and customer value while supporting post-sale operations.
  • Active Subscriptions dashlet
    • The Active Subscriptions dashlet is now based on purchases and purchased line items.

SugarBPM list view refresh

  • The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.

Tile view filter refresh

  • The Refresh button has been added to the tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.

 

Additional configurable system email templates

  • Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".

Auto-focus cursor on first field in record view

  • When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

  • Hyperlinks in text area fields are now clickable and will open the link in a new tab.

Managing Employees

  • SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.

 

Sugar Ultimate / Enterprise

Opportunities and Revenue Line Items Features

 

 

 

Negative quantity amounts

  • Support for negative "Quantity" values, which can be used for credits or price adjustments, has been added to the Revenue Line Items and Quoted Line Items modules.

Workforce Management Features

  • Shifts and Shift Exceptions
    • The Shifts and Shift Exceptions modules have been added to manage employees' regular working hours as well as exceptions to their working hours (e.g. paid time off), which can be used in round-robin assignments in SugarBPM.
  • Round robin by availability
    • Round Robin actions can now assign records based on the availability of users according to their shifts, shift exceptions, and holidays.

 

Record View Dashlet Features

Comment Log Features

  • Email notification on mentions in comment log entries
    • Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
  • System Comment Log Email Notification template
    • Administrators can configure the comment log email notification template via Emails > View Email Templates.

 

SugarBPM list view refresh

  • The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.

Tile view filter refresh

  • The Refresh button has been added to the tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.

 

Additional configurable system email templates

  • Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".

Auto-focus cursor on first field in record view

  • When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

  • Hyperlinks in text area fields are now clickable and will open the link in a new tab.

Managing Employees :

  • SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.

 

Sugar Professional

Negative quantity amounts

  • Support for negative "Quantity" values, which can be used for credits or price adjustments, has been added to the Quoted Line Items module.

Comment Log Features

  • Email notification on mentions in comment log entries
    • Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
  • System Comment Log Email Notification template
    • Administrators can configure the comment log email notification template via Emails > View Email Templates.

 

Additional configurable system email templates

  • Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".

Auto-focus cursor on first field in record view

  • When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

  • Hyperlinks in text area fields are now clickable and will open the link in a new tab.

Managing Employees :

  • SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.

 

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

 

Sugar Q3 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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