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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.

SugarCRM has released version 2.0.1 of the Sugar Plug-in for Microsoft Word.

 

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

 

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

MS Word Plug-in User Guide 2.x

MS Word 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 Word 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.

SugarCRM Mobile 9.0 is now available for download on iOS and Android devices.

 

This release introduces the Comment Log field to SugarCRM Mobile. This field is available to be added to the Mobile DetailView of most modules and is displayed by default on the Cases module. This release also addresses issues identified in prior releases of SugarCRM Mobile.

 

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

SugarCRM Mobile for Android Release Notes 9.0

SugarCRM Mobile for iOS Release Notes 9.0

 

SugarCRM Mobile 9.0 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 SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store

 

Mobile Developers

SugarCRM Mobile SDK version 9.0.508-1.4.2-2 is now available for Sugar Mobile developers to extend the capabilities of the SugarCRM 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 9.0.508-1.4.2-2. 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 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 Summer '19 Is Live

Posted by Rich Green Employee Jul 31, 2019

Sugar Summer '19 has been released and is now available for all Sugar cloud customers. 

 

The Summer '19 release changes the game by introducing Sugar’s robust suite of customer experience solutions, empowering your marketing, sales and services 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, Clint Oram (Chief Strategy Officer and SugarCRM Co-Founder), Logan Henderson (GM of Sugar Market), Zac Sprackett (Senior Vice President of Product Management), and I (Rich Green, CTO and CPO) discuss the exciting innovations that make up the New Sugar and showcase key features now available in Sugar Summer ’19:

 

Summer '19 will significantly benefit customers running in the cloud environment with the following feature updates:

 

All Users


  • A new field on user records, License Type, allows administrators to grant each user access to one or more products including SugarCRM's new offerings, Sugar Sell and Sugar Serve.

  • For cases, tasks, and opportunities, a new view has been added, Tile View, that displays records as tiles in an interactive, drag-and-drop interface.
    The Tile View is available in Sell, Serve, Enterprise, and Ultimate editions
  • The Emails list view can now be filtered using the From, To, Cc, Bcc, and Direction fields. 
  • The Comment Log field has been enhanced with the following functionality:
    • 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. 
  • The new Date Resolved field on the Cases module captures the date and time each case is resolved.
  • SugarBPM has been enhanced with the following functionality:
    • 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.

SugarBPM is available in Sell, Serve, Enterprise, and Ultimate editions

  • The new SugarCloud Insights page allows administrators to easily monitor their instance's database and file system storage usage, license usage, as well as gain access to PHP error logs and access logs. 
  • 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. 

 

  • Sugar now supports TLS encryption for LDAP single sign-on.
 

Sugar Serve Users


  • The Service Console dashboard provides a powerful work environment for customer service agents by incorporating SLAs and region-specific business hours, insightful dashlets, and a cohesive case research and action experience.
    • The Overview tab contains 9 pre-configured dashlets to help users plan their current work, keep track of their backlog, and check in on their throughput as well as the team's responsibilities. 
    • The Cases tab is detail-rich list of the agent's cases prioritized by follow-up date which draws their attention to overdue and approaching SLA commitments while providing one-click access to investigate more or take action.
    • Clicking each case opens a drawer containing 4 dashlets which combine to provide a single place to gather deeply related information, log progress, and communicate with customers.

  • Sugar Serve includes stock process definitions that automate complex SLAs by routing cases, prioritizing work, and updating follow-up dates using your organization's multi-region business centers and their business hours.

 

  • Sugar Serve includes stock process definitions that automatically send email notifications to customers, support representatives, and managers to inform them of case updates, case assignment, and missed SLAs.

  • The new Business Centers module is available for designating distinct time zones, operating hours, and holidays for different business centers in your organization. For distributed organizations, accounts and cases can be assigned to their relevant business center, and each case's business center assignment is leveraged by SugarBPM to calculate accurate follow-up dates.

  • Fifteen new customer-service focused stock reports are available in the Reports module.

  • The new Interactions dashlet is available on record view to see a history of past calls, emails, meetings, and notes related to the record as well as to create new interactions.

 

  • The new Comment Log dashlet is available on record view for viewing the Comment Log of a record and adding new entries.

 

  • The new Record View dawshlet is available on record view with configurable tabs to display embedded record and list views of records related to the one you are viewing.

Sugar Sell Users


  • The new Business Centers module is available for designating distinct time zones, operating hours, and holidays for different business centers in your organization. For distributed organizations, accounts can be assigned their relevant business center.
  • The new Interactions dashlet is available on record view to see a history of past calls, emails, meetings, and notes related to the record as well as to create new interactions.

     

  • The new Comment Log dashlet is available on record view for viewing the Comment Log of a record and adding new entries.

 

  • The new Record View dashlet is available on record view with configurable tabs to display embedded record and list views of records related to the one you are viewing.

 

This release also includes additional fixes to address issues in previous releases of Sugar, detailed in the 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 Summer '19 Developer Resources

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

 

Additional Documentation & Release Notes

Please review our release notes for the new versions using the following links and the Knowledge Base article, "What to Expect When Upgrading to 9.1," to learn more about the new features available, as well as the additional fixes to address issues identified in prior releases:

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 1.2.0 of the Sugar Connector for LinkedIn Sales Navigator.

 

This latest release includes support for the upcoming Summer '19 release. More information on this release can be found in the Sugar Connector for LinkedIn Sales Navigator 1.2.0 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.

SugarCRM has released version 2.3.2 of the IBM Notes Plug-in.

 

This latest release introduces compatibility with the upcoming Summer '19 release. More information on this release can be found in the IBM Notes Plug-in 2.3.2 Release Notes.

 

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 IBM Notes 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.

Rich Green

Mobile SDK 8.0 Is Live

Posted by Rich Green Employee Jul 8, 2019

SugarCRM Mobile SDK version 8.0.502-1.4.2-2 is now available for Sugar Mobile developers.

 

Using the SugarCRM Mobile SDK, mobile developers can extend the capabilities of the SugarCRM 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 8.0.502-1.4.2-2.

 

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 SugarCRM Mobile 8.0 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

Hint 5.1.2 Is Live

Posted by Rich Green Employee Jul 8, 2019

HINT logo

 

SugarCRM has released version 5.1.2 of SugarCRM Hint. Hint provides a wide range of important, useful, and actionable insights about your contacts and accounts. Insights include social media, work information, company details, news, and more, all by leveraging names and email addresses already stored in Sugar. Users can also quickly import the enhanced data into Sugar with a single click. Uncover key insights and receive real-time notifications of key information at every stage of your sales, marketing, and customer service cycles with actionable intelligence.

 

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 this specific advisory, please refer to the following Security Advisory announcement: 

 

The 5.1.2 version of Hint release also includes updates to support Sugar's upcoming Summer '19 (9.1) release. More information about this release can be found Hint 5.1.2 Release Notes.

 

If you are hosted in the SugarCloud, no action is required as this vulnerability has been patched in the cloud environment. If you have additional questions related to how your instance has been affected, please open a case with our support team. Installation and upgrade documentation for customers hosted on-site (outside of the SugarCloud environment), as well as 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 5.1.2 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.

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 Mobile 8.0 is now available for download on iOS and Android devices.

 

This release introduces drill-through charts to SugarCRM Mobile, allowing users to tap on reports with charts in dashlets to open a list view of the chart data. This release also addresses issues identified in prior releases of SugarCRM Mobile.

 

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

SugarCRM Mobile for Android Release Notes 8.0

SugarCRM Mobile for iOS Release Notes 8.0

 

SugarCRM Mobile 8.0 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 SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store

 

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

Rich Green

Version 9.0.1 Now Available

Posted by Rich Green Employee Jun 28, 2019

Sugar 9.0.1 is now available for all customers running Sugar's on-premise release (see: annual release model).

 

This release addresses issues identified in prior releases. Please review the 9.0.1 release notes using the following links to learn more about the variety of fixes included in this release:

Developers: The Developer sections of the UltimateEnterprise, and Professional Release Notes include important information about updates to the v11.4 and v11.5 REST API. Please review these sections for more information. 

 

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

 

Please review the 9.0.x Supported Platforms prior to installing or upgrading to 9.0.1.

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.

  
Rich Green

Mobile SDK 7.0.0 Is Live

Posted by Rich Green Employee Jun 12, 2019

SugarCRM Mobile SDK version 7.0.0.498-1.4.2-2 is now available for Sugar Mobile developers.

 

Using the SugarCRM Mobile SDK, mobile developers can extend the capabilities of the SugarCRM 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 7.0.0.498-1.4.2-2.

 

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 SugarCRM Mobile 7.0.0 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.

  

SugarCRM Mobile 7.0.0 is now available for download on iOS and Android devices.

 

This release addresses issues identified in prior releases of SugarCRM Mobile.

 

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

SugarCRM Mobile for Android Release Notes 7.0.0

SugarCRM Mobile for iOS Release Notes 7.0.0

 

SugarCRM Mobile 7.0.0 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 SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using the following links:

Google Play Store

Apple App Store 

 

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

Rich Green

Mobile SDK 6.5.2 is Live

Posted by Rich Green Employee May 23, 2019

SugarCRM Mobile SDK version 6.5.2.497-1.4.2-2 is now available for Sugar Mobile developers.

 

Using the SugarCRM Mobile SDK, mobile developers can extend the capabilities of the SugarCRM 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.

 

Changes to the Mobile SDK include:

  • Global search on SugarCRM Mobile now uses Sugar's Elasticsearch engine via the /rest/v10/globalsearch API endpoint
  • Handlebars.js has been upgraded from version 4.0.11 to version 4.0.13
  • Cordova CLI has been upgraded from version 7.1.0 to version 8.1.2

Developers are encouraged to review more information on these changes in the Mobile SDK Release Notes 6.5.2.497-1.4.2-2 and the Mobile SDK Release Notes 6.5.0.494-1.4.2-2 .

 

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 with all 6.5.x versions of SugarCRM Mobile 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.

SugarCRM Logo

SugarCRM Mobile 6.5.2 is now available for download on Android devices.

 

This release addresses an issue affecting Android users' ability to log in to some Sugar instances after upgrading to SugarCRM Mobile 6.5. More details about this update may be found in the SugarCRM Mobile for Android Release Notes 6.5.2.

 

SugarCRM Mobile 6.5.2 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 SugarCRM Mobile will be upgraded through the phone or tablet’s native upgrade functionality. Alternatively, upgrades can be performed by searching for “SugarCRM Mobile” in the application store for your device or using this link to the 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!