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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.        

 

Alex Nassi

7.7 End of Life

Posted by Alex Nassi Employee Nov 9, 2017

Sugar 7.7 reached its End-of-Life (EOL) date on October 15th, 2017. All customers deployed On-Premise on this version in production should upgrade to version 7.9 as SugarCRM will no longer provide customer support, maintenance patches, or bug fixes for 7.7. The same will be true for 7.8 on December 1, 2017 when it reaches End-of-Life as well. Version 7.9 will be supported through November 15, 2018. More information about On-Premise releases can be found here: New Sugar Release Process.

 

Upgrade paths can be found at Upgrade Paths for On-Site Installations and information on upgrading can be found at the following links:

 

Please review the Supported Versions page on the Support site for a complete list of Sugar EOL dates.

If you want to ensure you are up-to-date on all latest Sugar releases, please click the ‘Follow’ button under the Releases space in the community.

The Sugar Connector for Marketo 3.1.4 has been released!

 

This release addresses bugs identified in prior releases, includes support for PHP 7.1, and includes compatibility with the upcoming Sugar Fall '17 (7.10) release.

 

More information on the Sugar Connector for Marketo 3.1.4, including the release notes, supported platforms, user guide, and the installation guide can be found on the Installable Connectors page.

 

The Sugar Connector for Marketo 3.1.4 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 Mobile 6.0.1 is now available for download on iOS and Android devices.

 

This latest SugarCRM Mobile release fixes issues identified in prior releases, specifically an issue where dropdown fields dependent on a parent dropdown are incorrectly visible in SugarCRM Mobile when the dependency is not satisfied.

 

You can review more details about this update through the following release notes:

SugarCRM Mobile for Android Release Notes 6.0.1

SugarCRM Mobile for iOS Release Notes 6.0.1

 

SugarCRM Mobile 6.0.1 is compatible with Sugar 7.7 and above and supports iOS 11 and Android 8.0. For information about what is new in SugarCRM Mobile 6.0.0, please review SugarCRM Mobile 6.0.0 Released! in the community.

 

All existing installations of SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store 

 

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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SugarCRM Mobile 5.2.0 is now available for download on iOS and Android devices.

 

This latest SugarCRM Mobile release adds the ability to import image or file attachments (e.g. .doc, .pdf, .xls, .jpg) from emails to the Notes module, as well as fixes for a number of issues identified in prior releases. You can review more details about this update through the following release notes:

SugarCRM Mobile for Android Release Notes 5.2.0

SugarCRM Mobile for iOS Release Notes 5.2.0

 

SugarCRM Mobile 5.2.0 is compatible with Sugar 7.7 and above. For information about what is new in SugarCRM Mobile 5.0.0, please review SugarCRM Mobile 5.0.0 Released! in the community.

 

All existing installations of SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store 

 

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 Logo

We have officially released SugarCRM Mobile 5.1.0!

 

Account view SugarCRM Mobile

This latest release addresses bugs identified in prior releases and includes the following new features and enhancements:

  • Users now have the option to create new records when editing relate-type fields (e.g. Accounts Name).
  • All file types (e.g. .jpg, .gif, .doc, video) can now be downloaded and viewed within the mobile app, and shared (e.g. email, text message) using the available options in your device's share menu.


You can review more details about this update through the following release notes:

SugarCRM Mobile for Android Release Notes 5.1.0

SugarCRM Mobile for iOS Release Notes 5.1.0

 

SugarCRM Mobile 5.1.0 is compatible with Sugar 7.7 and above. For information about what is new in SugarCRM Mobile 5.0.0, please review SugarCRM Mobile 5.0.0 Released! in the community.

 

All existing installations of SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store 

 

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 Logo

We have officially released version 1.3 of the SugarCRM Mobile Application Configuration Service, or MACS!

 

This latest release addresses bugs identified in prior releases and provides support for SugarCRM Mobile 5.0.x.

 

You can review more details about MACS and this update through the following links:

 

The Mobile Application Configuration Service can be accessed by eligible customers and partners through the Mobile Tools Portal or the Download Manager by selecting "Mobile Tools" from the dropdown. 

 

The Mobile Application Configuration Service and SugarCRM Mobile 5.0 are compatible with Sugar 7.7 and above.

 

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!

We have officially released SugarCRM Mobile 5.0.2!

 

Account view SugarCRM Mobile

This latest release addresses bugs identified in prior releases. Specifically, this release fixes an issue encountered while scrolling on the Details tab and an issue where some Android users receive errors when logging into the app. You can review more details about this update through the following release notes:

SugarCRM Mobile for Android Release Notes 5.0.2

SugarCRM Mobile for iOS Release Notes 5.0.2

 

SugarCRM Mobile 5.0.2 is compatible with Sugar 7.7 and above. For information about what is new in SugarCRM Mobile 5.0.0, please review SugarCRM Mobile 5.0.0 Released! in the community.

 

All existing installations of SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store 

 

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 Logo

We have officially released SugarCRM Mobile 5.0.1!

 

Account view SugarCRM Mobile

This latest release addresses bugs identified in prior releases. You can review more details about this update through the following release notes:

SugarCRM Mobile for Android Release Notes 5.0.1

SugarCRM Mobile for iOS Release Notes 5.0.1

 

SugarCRM Mobile 5.0.1 is compatible with Sugar 7.7 and above. For information about what is new in SugarCRM Mobile 5.0.0, please review SugarCRM Mobile 5.0.0 Released! in the community.

 

All existing installations of SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store 

 

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 Logo

We have officially released SugarCRM Mobile 5.0.0!

 

Account view SugarCRM Mobile

This latest release addresses bugs identified in prior releases and includes the following new features and enhancements:

  • The user interface has been improved including:
    • A new login process to streamline app access.
    • An all new detail view simplifying access to and working with records.
    • Changes to the filter and sort buttons on lists of records.
    • Changes to the action menus on detail view and lists of records.
  • SugarCRM Mobile can now be configured and distributed via Mobile Device Management solutions.
  • The app's database can now store an increased number of records for offline access.
  • Users can configure the app to log in using their finger print via iOS's Touch ID service.
  • Administrators can now preset the instance name in deep link URLs to allow the instance URL to be auto-populated on the login page.

 

SugarCRM Mobile 5.0.0 is compatible with Sugar 7.7 and above.

 

You can review more details about this update through the following release notes:

SugarCRM Mobile for Android Release Notes 5.0.0

SugarCRM Mobile for iOS Release Notes 5.0.0

 

All existing installations of SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store 

 

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 Logo

Alex Nassi

Version 7.8.2.0 Released!

Posted by Alex Nassi Employee Mar 30, 2017

We have officially released version 7.8.2.0 for all commercial editions. The 7.8.2.0 release is available to download for On-Site customers and is being automatically applied to On-Demand instances running an earlier version of Sugar releases 7.x or 6.x.

 

This latest release addresses bugs identified in prior releases, specifically an issue causing list view pages to experience performance degradation when loading. You can review more details about 7.8.2.0 through the following release notes:

 

Customers hosting Sugar on their own servers can review the following installation and upgrade instructions:

 

For information about what is new in 7.8, please review Version 7.8 Released! in the community.

 

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 Logoblank_placeholder

We are pleased to announce that version 4.4 of the Customer Journey Plug-in is now available!

 

This release addresses bugs identified in prior releases and improved functionality. Some highlights include:

  • Customer Journey templates are now created from a single design view with intuitive drag-and-drop capabilities for reordering stages and activities.
  • Admins can now import Customer Journey templates including all related stages and activities via the actions menu in the Customer Journey Templates module tab. Import can be used to upload new templates or update existing templates that have been edited in another instance.
  • The Customer Journey dashlet can now be added to the Customer Journey module's intelligence pane.
  • A new set of Customer Journey demo templates are included with this version. The new templates apply real-world use case scenarios and demonstrate a more diverse sampling of journey activities.
  • The "Days From Stage Started" and "Days From Previous Activity Completed" options are now available for Meeting and Call activities' start dates (Previously available only for Task activities).
  • Admins can enable or disable templates via the list-view mass actions menu.
  • When starting a journey, the Customer Journey panel will now automatically expand if it was previously closed.
  • A quick-preview action has been added to the activities in the Customer Journey panel.

 

More information on the Customer Journey Plug-in 4.4.0, including the release notes, supported platforms, user guide, admin guide, and the installation guide can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.4.0 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.

We have officially released version 1.2 of the SugarCRM Mobile Application Configuration Service, or MACS!

 

This latest release addresses bugs identified in prior releases and provides users the ability to delete apps created in MACS.

 

You can review more details about MACS and this update through the following links:

 

The Mobile Application Configuration Service can be accessed by eligible customers and partners through the Mobile Tools Portal or the Download Manager by selecting "Mobile Tools" from the dropdown. 

 

The Mobile Application Configuration Service is compatible with Sugar 6.7.1 and above.

 

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!

Alex Nassi

Version 7.8.1.0 Released!

Posted by Alex Nassi Employee Mar 13, 2017

We have officially released version 7.8.1.0 for all commercial editions. The 7.8.1.0 release is available to download for On-Site customers and is being automatically applied to On-Demand instances running an earlier version of Sugar releases 7.x or 6.x.

 

This latest release addresses bugs identified in prior releases. You can review more details about 7.8.1.0 through the following release notes:

 

Customers hosting Sugar on their own servers can review the following installation and upgrade instructions:

 

For information about what is new in 7.8, please review Version 7.8 Released! in the community.

 

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 Logoblank_placeholder

We have officially released versions 7.7.2.1 and 7.8.0.1 for all commercial editions. The reason for these patches is SugarCRM recently detected security vulnerabilities that have since been carefully investigated and addressed. As always, we take data security and the protection of your private information very seriously at SugarCRM. We have taken action to minimize potential risks.

 

These latest releases also addresses bugs identified in prior releases, specifically issues around campaign opt outs not being recorded on Contact records, and performance issues caused by the creation of new users. 

 

For more information regarding the specific advisories, please refer to the following Security Advisory announcements:

 

Following our investigations, we have no reason to believe that the vulnerabilities were exploited. However, we recommend that you take the immediate steps below to ensure that your data stays protected and that you can take advantage of the aforementioned bug fixes:

 

On-Demand Customers

If you are hosted in Sugar On-Demand, no action is required as these vulnerabilities and bugs have been patched in our On-Demand environment. If you have additional questions related to how your instance has been affected, please open a case with our support team.

 

On-Site Customers

If you host your instance On-Site (in any environment outside of our Sugar On-Demand 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:

 

Version 7.8.0

Please visit our Download Manager to download the latest patch for your release, 7.8.0.1, which address these vulnerabilities. Our Installation and Upgrade Guide contains the appropriate guidance to apply these patches to your instance.

 

Version 7.7.x

Please visit our Download Manager to download the latest patch for your release, 7.7.2.1, 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, and you are running a commercial version of Sugar, 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

The release notes for 7.7.2.1 can be found at the following links:

 

The release notes for 7.8.0.1 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.