Skip navigation
All Places > Releases > Blog > Author: Clint Oram

Releases

13 Posts authored by: Clint Oram Employee

SugarCRM is pleased to announce that version 5.0.0 of the Customer Journey Plug-in is now available.

 

This latest release includes the following new features and enhancements:

  • Support for the upcoming Summer '19 release, allowing this version of the plug-in to be used with Sugar versions 7.9.x through 9.1.x.
  • Customer Journeys are now supported for use with the Target Lists module
  • It is now possible to archive a completed journey to hide it from the Customer Journeys subpanel under its parent record. 
  • Define which statuses the Customer Journey Plug-in considers "closed" for calls, meetings, and tasks in your instance.
  • Clickable internal or external URLs can now be added to an activity as reference.
  • Target Assignee options have been added to the activity template to allow for more granular control of assignees. When used, an activity-level assignee will override the journey-level assignee. In addition to the variable assignee options (ie, Current User and Parent Assignee), you can select a specific user or team as an activity's assignee.
  • Activities may now contain Related Sugar Actions that can prompt users to quickly view, create, or update a given Sugar record related to the current journey.
  • Customer Journey Web Hooks are available for use with records in all of the template modules (Customer Journey Templates, Stage Templates, and Activity Templates) via the Web Hooks subpanel under each template's record view.
  • The licensing process, including automatic license updates and the addition of expiration information in the config table, has received several improvements and updates.
  • The journey experience while using the mobile app has received several improvements, including the addition of Customer Journey subpanels and the sorting of journey activities in the correct order.

 

More information on this release can be found in the Customer Journey Plug-in 5.0.0 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 5.0.0 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.

SugarCRM is pleased to announce that version 4.8.3 of the Customer Journey Plug-in is now available.

 

This latest release adds a global Sugar configuration option to enable email notifications on journey task assignment and includes support for the upcoming Spring '19 and 9.0 versions of Sugar. More information on this release can be found in the Customer Journey Plug-in 4.8.3 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 4.8.3 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 is pleased to announce that version 4.8.2 of the Customer Journey Plug-in is now available.

 

This latest release includes support for the newly released Winter '19 (8.3) version of Sugar. More information on this release can be found in the Customer Journey Plug-in 4.8.2 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 4.8.2 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 is pleased to announce that version 4.8.1 of the Customer Journey Plug-in is now available.

 

This latest release addresses an issue identified in version 4.8 where custom modules could not be enabled for the Customer Journey Plug-in. More information on this release can be found in the Customer Journey Plug-in 4.8.1 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 4.8.1 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 is pleased to announce that version 4.8.0 of the Customer Journey Plug-in is now available.

 

This latest release includes the following new features and enhancements:

  • Support for the newly released Fall '18 (8.2) release of Sugar.
  • New Momentum functionality allows admins to define the optimal time-to-complete between activities and stages. The performance standards can then be used to gauge how efficiently the journey is moving toward completion.
  • Show or hide options in the actions menu for stages and activities at the Customer Journey Template level. This allows the admin to decide, for example, whether users can mark activities "Not Applicable" or delete stages and activities from an in-progress journey.

 

Customer Journey Plug-in 4.8 also addresses bugs identified in prior releases. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.8.0 Release Notes.

 

More information on the Customer Journey Plug-in 4.8.0 release, including the user guideadmin guideinstallation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.8.0 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.

SugarCRM is pleased to announce that version 4.7.2 of the Customer Journey Plug-in is now available.

 

This latest release includes support for Summer '18 (8.1) release and fixes critical issues identified in prior releases of the Customer Journey Plug-in. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.7.2 Release Notes.

 

More information on the Customer Journey Plug-in 4.7.2 release, including the user guideadmin guideinstallation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.7.2 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 is pleased to announce that version 4.7.1 of the Customer Journey Plug-in is now available.

 

This latest release fixes critical issues identified in the Customer Journey Plug-in 4.7.0 release. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.7.1 Release Notes.

 

More information on the Customer Journey Plug-in 4.7.1 release, including the user guideadmin guideinstallation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.7.1 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 is pleased to announce that version 4.7 of the Customer Journey Plug-in is now available!

 

This latest release includes support for the Sugar Spring '18 and Sugar 8 Releases

 

Customer Journey Plug-in 4.7 also addresses bugs identified in prior releases. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.7 Release Notes.

 

More information on the Customer Journey Plug-in 4.7, including the user guideadmin guideinstallation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.7 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 is pleased to announce that version 4.6 of the Customer Journey Plug-in is now available!

 

This latest release includes the following new features and enhancements:

  • The Customer Journey Plug-in adds support for the newly released Winter '18 version of Sugar and adds Oracle support, making the plug-in compatible with all databases that are supported by the Sugar application
  • The available journeys for a record in the journey selector dropdown are now presented in alphabetical order
  • Users can now cancel an individual journey, which closes the involved activities without deleting them
  • Timestamping has been enhanced to allow users to view and report on the date and time a journey or stage starts or ends using the Date Started and Date Completed fields
  • Customer Journey templates can now be created for the Quote Line Items module
  • Start and due dates can now be made relative to the value of a date field on the parent record
Cust


Customer Journey Plug-in 4.6 also addresses bugs identified in prior releases. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.6 Release Notes.

 

More information on the Customer Journey Plug-in 4.6, including the user guide, admin guide, installation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.6 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 is pleased to announce that version 4.5.2 of the Customer Journey Plug-in is now available!

 

This latest release includes the new GDPR Compliance Tracking template, as well as compatibility with the new Sugar Fall '17 (7.10) release.

 

Customer Journey Plug-in 4.5.2 also addresses bugs identified in prior releases. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.5.2 Release Notes.

 

More information on the Customer Journey Plug-in 4.5.2, including the user guide, admin guide, installation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.5.2 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 is pleased to announce that version 4.5.1 of the Customer Journey Plug-in is now available!

 

This latest release includes several changes to enhance performance when starting and loading customer journeys.

 

Customer Journey Plug-in 4.5.1 also addresses bugs identified in prior releases. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.5.1 Release Notes.

 

More information on the Customer Journey Plug-in 4.5.1, including the user guide, admin guide, installation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.5.1 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 is pleased to announce that version 4.5.0 of the Customer Journey Plug-in is now available!

 

This latest release includes the following new features and enhancements:

  • Several journey-specific options such as "Is Customer Journey Meeting" have been added to the list view filters for Sugar's stock Calls, Meetings, and Tasks modules
  • Tasks, calls, and meetings can now be added as sub-activities under the primary activities in Customer Journeys and Customer Journey templates
  • The due date is directly displayed on each open activity in a journey as a color-coded tag
  • The "Blocked By" field is now a multiselect so that activities may be made dependent on one or more blocker activities
  • The Customer Journey modules will be enabled by default in the mobile app

 

Customer Journey Plug-in 4.5.0 also addresses bugs identified in prior releases. More information on the new features and enhancements as well as the fixed bugs can be found in the Customer Journey Plug-in 4.5.0 Release Notes.

 

More information on the Customer Journey Plug-in 4.5.0, including the user guide, admin guide, installation guide, and the supported platforms can be found on the Installable Connectors page.

 

Customer Journey Plug-in 4.5.0 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 are pleased to announce that version 4.4.1 of the Customer Journey Plug-in is now available!

 

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

  • Adding support for Sugar 7.9, in addition to existing support for 7.7.x and 7.8.x
  • Adding support for SQLServer, in addition to existing support for MySQL
  • Guest relationships for calls and meetings, automatically adding the assigned user and related lead as guests to call and meeting activity
  • Administrators can configure activities to send email invitations to call and meeting guests from the activity template
  • Reporting improvements to include the "Progress" and "Time of Day" fields
  • A sample internal business-process template that demonstrates a procedural use case for sending newsletters

 

More information on the Customer Journey Plug-in 4.4.1, 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 4.4.1 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.