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107 Posts authored by: Rich Green Employee

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.

Rich Green

Sugar Winter '20 Is Live

Posted by Rich Green Employee Jan 14, 2020

Sugar Winter '20 has been released and is now available for all SugarCloud customers running Sugar Sell, Sugar Serve, Sugar Enterprise, and Sugar Professional.

 

The Winter '20 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) and I discuss key, recently introduced features across the entire Sugar customer experience landscape:

 

 

Sugar Winter '20 includes the following feature updates for customers leveraging the SugarCloud platform:

Sugar Sell

The Winter '20 release of Sugar Sell helps you build long-term customer relationships by automating and streamlining renewal management. This release introduces a new set of features specifically designed for businesses competing in the subscription economy, providing all of the tools you need in one place to manage your accounts and renew business, including: 

  • Service products, subscriptions, 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.
    • When a line item is identified as a renewable service and its parent opportunity moves to the "Closed Won" status, a future renewal opportunity for the next service period will automatically generate.
    • 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.
    • 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.
    • Accounts can be configured to show a Date of Next Renewal field, which reflects the earliest expected close date from all of the account's related, open, and renewable revenue line items. This is a reportable field that is hidden by default but can easily be added to account layouts in Studio.
    • 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.

 

 

 

 

  • The Renewals Console home page dashboard provides a powerful work environment for Customer Success Managers to manage accounts and opportunities in the renewal pipeline.
    • The Overview tab contains several dashlets that help users plan their current work. 
    • The Accounts tab displays the user's accounts with those having a pending renewal at the top of the list, sorted by the date of the next renewal. 
    • The Opportunities tab displays the user's open opportunities sorted by the expected close date with overdue opportunities shown first.
    • Clicking on records in the console opens a drawer where you can review subscriptions and related records and activities, log progress, and communicate with customers.
    • The console can be configured to modify its dashlets and, for the Accounts and Opportunities tabs, change each list's filter and sort order.

  • The Active Subscriptions dashlet can be added to the Account record view dashboard and shows a list of all of the current account's revenue line items which are in a "Closed Won" status, marked as "Service", have a start date in the past, and have an end date in the future.
  • Support for negative "Likely" values, which can be used for credits or price adjustments, has been added to the Revenue Line Items module.
  • Enhancements for Interactions dashlet
    • Users can now click anywhere within an interaction's row to expand or collapse the rows in the Interactions dashlet. 
    • The Interactions dashlet is no longer filtered and now displays all (i.e. scheduled, held, canceled) calls and meetings related to the record being viewed.

 

Sugar Serve

The Winter '20 release of Sugar Serve helps you build long-term customer relationships by streamlining customer service operations, introducing functionality to monitor and analyze SLA metrics and ensuring customer SLA requirements are met. This release also allows customer service managers to determine time spent actually working on cases by tracking how long a case stayed in each status.

  • Case SLA tracking and trends
    • Ten new fields have been added to cases to track trends in first response SLAs and case resolution time, using both calendar hours and business hours.
    • Nine new stock reports based on the Cases module are available for tracking SLA success and variance.

 

  • Case status tracking and trends
    • Change timers, which capture how long a field remains in each state, can be used in reports to identify trends in case processing.
    • Four new stock reports based on the Change Timers module are available for tracking historical trends in case status updates.
  • The Resolved Date field in the Cases module now automatically clears if the case is re-opened.
  • Sugar Serve includes several new stock SugarBPM process definitions which can be modified to suit your needs:
    • SLA management: A V2 version of the Case Follow-Up Date Management template has been added with further functionality around first response SLA management, including tracking when the first response was sent and whether or not the SLA was met.
    • Portal registration: When a new portal user is created, this template informs the owner of the newly created contact through email and then acknowledges the portal registration via an email to the new portal user.
    • New note notification: When a new note is added to a case, this template emails the appropriate recipient, either the case owner or the primary contact; if no primary contact exists, it updates the note description instead.

 

 

 

  • Enhancements for Interactions dashlets
    • Users can now click anywhere within an interaction's row to expand or collapse the rows in the Interactions and Case Interactions dashlets. 
    • The Interactions and Case Interactions dashlets are no longer filtered and now display all (i.e. scheduled, held, canceled) calls and meetings related to the record being viewed. 

 

Sugar Ultimate / Enterprise

  • 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.
    • 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.
    • 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.
    • 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.
  • Support for negative "Likely" values, which can be used for credits or price adjustments, has been added to the Revenue Line Items module.
  • The Resolved Date field in the Cases module now automatically clears if the case is re-opened. 

 

Sugar Professional

 

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 Winter '20 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 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 Mobile 15.0 is now available for download on iOS and Android devices.

 

This release introduces the ability for users to add, edit, and remove tags on records in Sugar Mobile when the Tags field is available on the Mobile EditView. It also includes an update to the Quoted Line Items tab on Quote records to now display all quoted line item fields configured in the Quotes Configuration page. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 15.0

Sugar Mobile for iOS Release Notes 15.0

 

Sugar Mobile 15.0 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 15.0.521-1.4.2-2 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 15.0.521 and includes an additional fix for Android included in Sugar Mobile 14.1. More information on this release of the SDK can be found in the Mobile SDK Release Notes 15.0.521-1.4.2-2. 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 2.7.1 of the Sugar Plug-in for Microsoft Outlook.

 

This latest release addresses issues identified in prior releases of the Outlook Plug-in. More information about this release can be found in the MS Outlook Plug-in Release Notes 2.7.1.

 

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

MS Outlook Plug-in User Guide 2.x

MS Outlook 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 our latest releases, please click the ‘Follow’ button under the Releases space in the community.

Rich Green

Sugar Mobile 14.1 Is Live

Posted by Rich Green Employee Dec 5, 2019

Sugar Mobile 14.1 is now available for download on Android devices.

 

This release addresses an issue that affects the ability for users on Android devices running Chrome 78.0.3904.108 to log into Sugar Mobile using SAML. More details about this update may be found through the Sugar Mobile for Android Release Notes 14.1.

 

Sugar Mobile 14.1 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 this link: Google Play 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.

Sugar Mobile 14.0 is now available for download on iOS and Android devices.

 

This release addresses an issue identified in prior releases of Sugar Mobile that could cause the app cache to exceed the allowable size. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 14.0

Sugar Mobile for iOS Release Notes 14.0

 

Sugar Mobile 14.0 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 14.0.518-1.4.2-2 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 release of the SDK removes the the AppStore build scheme. More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 14.0.518-1.4.2-2. 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 Mobile 13.0 is now available for download on iOS devices.

 

This release addresses an issue when running Sugar Mobile on Apple's latest iOS release, iOS 13, where attempting to log back in to Sugar Mobile after a session timeout may result in a 400 error. More details about this update may be found through the Sugar Mobile 13.0 for iOS Release Notes.

 

Sugar Mobile 13.0 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 Apple App Store.

 

Mobile Developers

Sugar Mobile SDK version 13.0.515-1.4.2-2 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.

 

More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 13.0.515-1.4.2-2. 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 Mobile 12.0 is now available for download on iOS and Android devices.

 

This release addresses issues identified in prior releases of Sugar Mobile. More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 12.0

Sugar Mobile for iOS Release Notes 12.0

 

Sugar Mobile 12.0 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 12.0.514-1.4.2-2 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.

 

More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 12.0.514-1.4.2-2. 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 versions 9.0.2 and 8.0.4 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 9.0.1 or 8.0.3 versions of Sugar or prior to 9.0.2 or 8.0.4 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.

 

Please visit our Download Manager to download the latest patch for your release, 9.0.2 or 8.0.4, 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.  
Rich Green

Hint 5.1.3 Is Live

Posted by Rich Green Employee Sep 24, 2019

HINT logo

 

SugarCRM has released version 5.1.3 of SugarCRM 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.

 

The 5.1.3 version of Hint includes updates to support Sugar's upcoming Fall '19 (9.2) release. More information about this release can be found in the Hint 5.1.3 Release Notes.

 

Customers hosted in the SugarCloud will have their version of Hint upgraded to version 5.1.3 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 5.1.3 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.
Rich Green

Mobile SDK 10.0 Is Live

Posted by Rich Green Employee Sep 3, 2019

Sugar Mobile SDK version 10.0.510-1.4.2-2 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.

 

More information on the changes in this release of the SDK can be found in the Mobile SDK Release Notes 10.0.510-1.4.2-2. 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 release is compatible Sugar Mobile 10.0 and is available for SugarCRM customers or SugarCRM 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

Sugar Mobile 10.0 Is Live

Posted by Rich Green Employee Aug 28, 2019

Sugar Mobile 10.0 is now available for download on iOS and Android devices.

 

This release changes the name of SugarCRM Mobile to Sugar Mobile and addresses issues identified in prior releases of SugarCRM Mobile.

 

More details about this update may be found through the following release notes:

Sugar Mobile for Android Release Notes 10.0

Sugar Mobile for iOS Release Notes 10.0

 

Sugar Mobile 10.0 is compatible with Sugar 9.0 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

 

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 2.7.0 of the Sugar Plug-in for Microsoft Outlook.

 

This latest release introduces the ability for admins to run a silent uninstall and control whether to remove or keep the Outlook plug-in configuration without prompting the user. This release also addresses issues identified in prior releases of the Outlook Plug-in. More information about this release can be found in the MS Outlook Plug-in Release Notes 2.7.0.

 

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

MS Outlook Plug-in User Guide 2.x

MS Outlook 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 our latest releases, please click the ‘Follow’ button under the Releases space in the community.

Please be advised that Sugar Plug-in for IBM Notes support will end on August 30, 2020, meaning SugarCRM will no longer be providing customer support, maintenance patches, or bug fixes. This end of life (EOL) announcement applies to the use of this plug-in for all versions and editions of Sugar.

New orders and renewals for Sugar Plug-in for IBM Notes will cease on August 30, 2019. Customers with active service contracts will continue to receive support from SugarCRM until the August 30, 2020 EOL date.

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

Any questions can be posted as a comment on this announcement or can be directed to your sales or support contact.

 

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 2.0.1 of the Sugar Plug-in for Microsoft Excel.

 

This latest release adds support for TLS 1.2 to the Excel Plug-in. More information about this release can be found in the MS Excel Plug-in Release Notes 2.0.1.

 

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

MS Excel Plug-in User Guide 2.x

MS Excel 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 Excel Plug-in before installing.

 

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.