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121 Posts authored by: Rich Green Employee

Sugar Mobile 20.0 is now available for download on iOS and Android devices.

 

This latest update includes the following new features and enhancements:

  • Several filters (e.g. My Favorites, Recently Viewed) are now available when selecting a product for a line item in quotes or opportunities.
  • The Revenue Line Items module now has a menu option to generate a quote from the revenue line item record.
  • The Quotes module now has a menu option to automatically create an opportunity from the quote record.
  • Selecting an account during contact creation now allows you to automatically populate the contact's address with the account's address.
  • When logging a call, it is now possible to relate it to any record, rather than just the record where the call originated.

 

More details about this update, including details about issues addressed from prior releases, may be found through the following release notes:

Sugar Mobile for Android Release Notes 20.0

Sugar Mobile for iOS Release Notes 20.0

 

Sugar Mobile 20.0 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

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

Google Play Store

Apple App Store

 

Mobile Developers

Sugar Mobile SDK version 20.0.536-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store or Google Play store. For ease of distribution and control, apps can also be distributed through an MDM.

 

This version of the SDK corresponds to the production version of Sugar Mobile 20.0. More information on this release of the SDK can be found in the Mobile SDK Release Notes 20.0.539-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK.

 

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. 

Sugar 10.0.1 is now available for download to all on-site customers.

 

This update addresses issues identified in the Sugar 10.0 release including a blank space improperly appearing in the module's record view in place of any dependent fields that are hidden in the layout. Please review the release notes pertaining to your version of Sugar below to learn more about this release:

 

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

 

Please review the 10.0.x Supported Platforms prior to installing or upgrading to 10.0.1.

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.

Sugar Mobile 19.0 is now available for download on iOS and Android devices.

 

This latest update adds links to the Leads detail view for new contacts, accounts, or opportunities created while converting the lead. More details about this update, including details about issues addressed from prior releases, may be found through the following release notes:

Sugar Mobile for Android Release Notes 19.0

Sugar Mobile for iOS Release Notes 19.0

 

Sugar Mobile 19.0 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

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

Google Play Store

Apple App Store

 

Mobile Developers

Sugar Mobile SDK version 19.0.536-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store or, for ease of distribution and control, through an MDM.

 

This version of the SDK corresponds to the production version of Sugar Mobile 19.0. More information on this release of the SDK can be found in the Mobile SDK Release Notes 19.0.536-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK.

 

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. 

Rich Green

Hint 5.2.2 Is Live

Posted by Rich Green Employee Apr 10, 2020

SugarCRM has released version 5.2.2 of Sugar Hint. Hint automates the process of researching and recording up-to-date and accurate information on prospects and customers. It provides a wide range of important, useful, and actionable insights about your contacts and accounts. Hint is always working for you in the background, gathering relevant news and informing you of important opportunities to build better relationships. The Hint product family is a cornerstone of SugarCRM's No-Touch platform, enabling your employees to spend more time on the thing that matters: building customers for life.

 

Version 5.2.2 includes compatibility updates for Q2 2020 and 10.0 Sugar releases. More information about this release can be found in the Hint 5.2.2 Release Notes.

 

Customers hosted in the SugarCloud will have their version of Hint upgraded to version 5.2.2 automatically. Installation, upgrade, and usage documentation for Hint can be found at the following links:

Note: On-site customers (non-SugarCloud) must first uninstall existing Hint versions before upgrading to Hint 5.x.x. However, upgrading from 5.0.x to 5.2.2 does not require an uninstall.

Hint is supported for use on Sugar versions 8.0 and above. Please review the Supported Platforms for Hint before installing. Hint can be purchased by contacting your SugarCRM sales representative.

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.

Sugar 10.0 has been released and is now available for all Sugar on-site customers running Sugar Enterprise and Sugar Professional.

 

The 10.0 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:

 

Coinciding with the Q2 2020 release, the Sugar 10.0 annual release incorporates features and enhancements from the preceding Sugar Cloud quarterly releases (Summer '19, Fall '19, and Winter '20, as well as Q2 2020). This 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 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.

New Tile View

  • For leads, cases, tasks, and opportunities, a new view has been added, Tile View, that displays records as tiles in an interactive, drag-and-drop interface.

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.

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.

Editing via subpanel preview

  • Users now have the option to edit a record's fields when previewing the record from a related-records subpanel.

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.

Email filters

  • The Emails list view can now be filtered using the From, To, Cc, Bcc, and Direction fields.

Quick-create cases

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

Case resolution field

  • Date Resolved field on the Cases module captures the date and time each case is resolved and automatically clears if the case is re-opened.

New "Portal" option for Source fields

  • A new Source field option for "Portal" has been added to the Cases and Bugs modules.

Add revenue line items on lead conversion

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

Negative currency amounts for revenue line items

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

Support for service products

  • Services and other duration-based products can now be added to the product catalog and added one-off as revenue line items and quoted line items.
    • New fields for service products
      • Several new service-related fields have been added to the Accounts, Opportunities, Revenue Line Items, Quoted Line Items, and Product Catalog modules including Service (checkbox), Service Start/End Date, Service Duration, Renewable (checkbox), and Date of Next Renewal.
    • Calculated end dates
      • The service's end date on revenue line items and quoted line items is automatically calculated using the line item's start date and the duration taken from the product catalog.
    • Quote PDF templates
      • New quote and invoice templates containing service-related fields have been added to PDF Manager for the Quotes module. The templates are named "Quote (with services)" and "Invoice (with services)" and can be accessed from a Quote record's Actions 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.

 

 

 

 

Comment Log features

  • URLs in Comment Log entries are now clickable and will open the link in a new tab.
  • Users can now insert a link to a Sugar record in the form of a clickable pill in Comment Log entries.
  • Users can now be tagged in Comment Log entries, which causes the tagged user to receive a notification in Sugar.

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.
  • SugarBPM and emails
    • The Portal Name field on the Contacts module is now available in the Fields Selector tool when designing process email templates.
    • The Emails module is now available as a target module when creating process definitions in SugarBPM.
    • A "From" user can now be configured in SugarBPM's Send Message events so that emails sent from processes have a more personalized sender.
    • Shared email accounts can now be used as the From address in emails sent using SugarBPM Send Message and End events.

 

 

Portal Features

  • Records displayed in portal by default
    • 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.
  • Contact creation via portal registration
    • 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".
  • 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.
  • Sugar Portal's user-facing features

 

 

General Administration Features

  • Activity Stream Purger scheduler
    • The Activity Stream Purger scheduler has been added and can be enabled to prune activity stream records that are older than 6 months from the activities table.
  • Editing preview layouts
    • Administrators can now edit the Preview View layout in Studio.
  • Relate Fields Denormalization
    • Administrators with very large database tables can optimize their database structure for faster sorting and data load on list view pages.
  • Module Loader REST API
    • Nine new REST API endpoints have been added for performing actions in Module Loader including uploading, installing, and enabling packages.
  • Managing employees
    • SugarIdentity-enabled instances now support creating and editing non-user employee records.
  • StartTLS for LDAP
    • Sugar now supports StartTLS encryption for LDAP.

 

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".
  • 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.

Quick-create cases

  • Users can now create cases from any page in Sugar using the Quick Create menu.
Editing via subpanel preview
  • Users now have the option to edit a record's fields when previewing the record from a related-records subpanel.

Email filters

  • The Emails list view can now be filtered using the From, To, Cc, Bcc, and Direction fields.

Shared filters for List View dashlets

  • Custom filters applied to List View dashlets are now shared with all members of the associated team(s) that have access to the shared dashboard.

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

  • 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.

Comment Log Enhancements

  • URLs in Comment Log entries are now clickable and will open the link in a new tab.
  • Users can now insert a link to a Sugar record in the form of a clickable pill in Comment Log entries.
  • Users can now be tagged in Comment Log entries, which causes the tagged user to receive a notification in Sugar.

General Administration Features

  • Activity Stream Purger scheduler
    • The Activity Stream Purger scheduler has been added and can be enabled to prune activity stream records that are older than 6 months from the activities table.
  • Editing preview layouts
    • Administrators can now edit the Preview View layout in Studio.
  • Relate Fields Denormalization
    • Administrators with very large database tables can optimize their database structure for faster sorting and data load on list view pages.
  • Module Loader REST API
    • Nine new REST API endpoints have been added for performing actions in Module Loader including uploading, installing, and enabling packages.
  • StartTLS for LDAP
    • Sugar now supports StartTLS encryption for LDAP.

 

This release also includes additional fixes to address issues in previous releases of Sugar, detailed in the Ultimate, Enterprise, and Professional Release Notes.

 

Sugar 10.0 is compatible and supported for new installations and upgrades for customers running a MySQL, DB2, Oracle, or MSSQL stack. Please visit the Supported Platforms page for a complete list of supported configurations. Changes to supported platforms in this release include:

  • Platform
    • PHP: Removed support for 7.1
  • Database
    • Oracle: Added support for 19, removed support for 12c
    • DB2: Added support for 11.1, removed support for 10.5
  • Browser
    • Edge: Added support for the Edge browser

 

Sugar 10 will support upgrades from Version 9.0.3 on all supported platforms. Customers hosting their Sugar instance on their own servers can review the installation and upgrade instructions for these releases, found at the following links:

 

Please visit the Supported Platforms page for a complete list of supported browsers and other platform information.

 

Sugar 10.0 Developer Resources

Our Developer Advocacy team has made available the following resources to assist developers with the changes associated in this release:

 

Sugar 8.0 End-of-Support

Sugar 8.0 will reach its End-of-Support (EOS) date on October 30, 2020, an extension from the previously announced date of April 30, 2020 due to the effects of the COVID-19 virus. All customers deployed on-site and still using Sugar 8.0 in production should review Sugar Version 8.0.x Support for Security Extended and Sugar 8 End-of-Support is April 30, 2020 for more details, including information about Sugar's Technical Advisory Service for upgrade planning.

 

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.

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.

SugarCRM has released versions 9.0.3 and 8.0.6 for all editions and are available for download to on-site customers. At SugarCRM, we consider data security and the protection of your private information our highest priority. This latest release includes important security updates. As part of our ongoing security review process, we have recently detected security vulnerabilities and, to minimize potential risks, those issues have been investigated and addressed in this updated release.

 

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

 

Following our investigations, we have no indication that the vulnerabilities were exploited. However, administrators are strongly encouraged to upgrade their Sugar instances running the 9.0.2 or 8.0.5 versions of Sugar or prior to 9.0.3 or 8.0.6 to prevent potential exploitation of these weaknesses.

 

If you host your instance on-site (in any environment outside of the SugarCloud 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. No action is needed for instances hosted on Sugar Cloud as these vulnerabilities have already been remedied per Sugar Cloud policy.

 

Please visit our Download Manager to download the latest patch for your release, 9.0.3 or 8.0.6, 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, 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

More information on the updates in this release 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.  

With the unprecedented effects of COVID-19 felt by our global community, we'd like to notify you that we are extending security support for all Sugar Enterprise and Professional instances on version 8.0.x, through October 30, 2020.

 

In previous communications, we shared an End-of-Support date of April 30, 2020; however, due to recent events, we have made the decision to extend the 8.0 security support window. We understand the rapidly evolving challenges that many businesses are now facing, and we make this decision to provide the utmost support to our community as we remain unwavering in our dedication to our customers' success.

 

If you are in the process of upgrading to a supported version, we recommend that you stay the course. A supported version will benefit your business by diminishing the level of effort required for continuous fixes, enhancements and security updates. While we are extending the services, we still urge you to upgrade as soon as possible if you have not begun the process. For further assistance, please contact SugarCRM Support at support@sugarcrm.com.

 

If you are seeking additional assistance with upgrades, SugarCRM offers a Technical Advisory Service for upgrade planning. This packaged offering includes planning assistance, a health check review, a project plan template, and a post-upgrade review to ensure successful outcomes. For any additional information, contact us at tamservices@sugarcrm.com.

 

Sincerely,

 

Rich Green
Chief Technical and Product Officer, SugarCRM

Sugar Mobile 18.0 is now available for download on iOS and Android devices.

 

This release introduces the Processes dashlet to Sugar Mobile, allowing users to approve, reject, and route SugarBPM processes from their mobile device. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 18.0

Sugar Mobile for iOS Release Notes 18.0

 

Sugar Mobile 18.0 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

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

Google Play Store

Apple App Store

 

Mobile Developers

Sugar Mobile SDK version 18.0.534-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store, or, for ease of distribution and control, through an MDM.

 

This version of the SDK corresponds to the production version of Sugar Mobile 18.0. More information on this release of the SDK can be found in the Mobile SDK Release Notes 18.0.534-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK. 

 

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. 

The Sugar Connector for Marketo 3.1.9 is now available.

 

This release includes compatibility updates for the upcoming Q2 2020 release.

 

More information on the Sugar Connector for Marketo 3.1.9, 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 3.1.9 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 the release of version 1.3.0 of the Sugar Connector for LinkedIn Sales Navigator.

 

This latest release includes support for the upcoming Q2 2020 release. More information on this release can be found in the Sugar Connector for LinkedIn Sales Navigator 1.3.0 Release Notes

 

For more information on the Sugar Connector for LinkedIn Sales Navigator, please review the following resources:

 

Upgrade instructions can be found in the Sugar Connector for LinkedIn Sales Navigator Installation Guide.

 

Sugar Connector for LinkedIn Sales Navigator can be downloaded through SugarExchange. Usage of the Sugar Connector for LinkedIn Sales Navigator requires a license from SugarCRM and a valid Sales Navigator License (Team or Enterprise) from LinkedIn. To purchase Sugar Connector for LinkedIn Sales Navigator, please contact your SugarCRM Sales Representative or Sugar Reseller Partner.

 

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.

Sugar Mobile 17.0 is now available for download on iOS and Android devices.

 

This release improves the Comment Log so that long entries are now truncated on detail view but can be tapped to view the full text. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 17.0

Sugar Mobile for iOS Release Notes 17.0

 

Sugar Mobile 17.0 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

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

Google Play Store

Apple App Store

 

Mobile Developers

Sugar Mobile SDK version 17.0.531-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store, or, for ease of distribution and control, through an MDM.

 

This version of the SDK corresponds to the production version of Sugar Mobile 17.0.531-1.4.2-2. More information on this release of the SDK can be found in the Mobile SDK Release Notes 17.0.531-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK. 

 

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 has released version 2.3.3 of the IBM Notes Plug-in.

 

This latest release fixes an issue where some users are unable to connect IBM Notes to Sugar due to TLS 1.2 enforcement. More information on this release can be found in the IBM Notes Plug-in 2.3.3 Release Notes.

 

Please note that IBM Notes Plug-in will reach End-of-Life on August 30, 2020 as explained in Sugar Plug-in for IBM Notes End-of-Life .

 

Installation, upgrade, and usage documentation for this release can be found at the following links:

IBM Notes Plug-in User Guide 2.x 

IBM Notes Plug-in Installation Guide 2.x

 

Users can either download the plug-in from the Download Manager with an appropriate download key or by going to their user profile in the application and selecting the 'Downloads' tab. Please review the Supported Platforms for the Outlook Plug-in before installing.

 

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

SugarCRM Enterprise and SugarCRM Professional Version 8 have begun the End-of-Support process. This is a follow up to two previous notices sent in 2019.

 

As detailed on SugarCRM's End-Of-Support site, all on-premise releases are supported for 18 months from the General Availability date followed by an additional six months of security-only updates. Sugar 8 was released in April 2018 and will reach planned End-of-Support on April 30, 2020.

 

Support for Version 8 is being discontinued as SugarCRM continues to innovate and add more features and enhancements to newer editions. It is recommended that if you have not yet already upgraded, to start planning for the same. For assistance, please contact your SugarCRM Partner (if applicable) or SugarCRM Support as soon as possible.

 

If you need additional assistance with upgrades, Sugar offers a Technical Advisory Service for upgrade planning. This packaged offering includes planning assistance, a health check review, project plan template and post-upgrade review to ensure successful outcomes. For any additional information, please contact us at: tamservices@sugarcrm.com.

 

If you have already upgraded, we thank you for your continued support.

 

Sincerely,

 

Rich Green

Chief Technical and Product Officer, SugarCRM

Sugar Mobile 16.1 is now available for download on iOS and Android devices.

 

This release enhances the use of tags in Sugar Mobile by introducing the abilities for users to filter by tags in Global Search and to tap a record's tag in detail view to see a list of all records in Sugar with that tag. This release also updates the quoted line item worksheet totals so the totals footer on Quote records' Quoted Line Items tab now matches the configuration in your Sugar instance's Quotes Configuration. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 16.1

Sugar Mobile for iOS Release Notes 16.1

 

Sugar Mobile 16.1 is compatible with Sugar 8.0 and above. Please review the Mobile Supported Platforms page for more information about device compatibility.

 

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

Google Play Store

Apple App Store

 

Mobile Developers

Sugar Mobile SDK version 16.1.527-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the Sugar Mobile app and distribute their custom apps through the Apple App Store, Google Play store, or, for ease of distribution and control, through an MDM.

 

This version of the SDK corresponds to the production version of Sugar Mobile 16.1.527-1.4.2-2. More information on this release of the SDK can be found in the Mobile SDK Release Notes 16.1.527-1.4.2-2. Installation and usage documentation for this can be found on the Mobile SDK page in the Support portal and at the following links:

 

This latest Mobile SDK is available for Sugar customers or Sugar OEM Partners (for use and distribution with their authorized OEM solution) running Enterprise or Ultimate editions of Sugar 8.0 or higher. Please review the Mobile Supported Platforms before customizing the SDK. 

 

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.