Sugar 10.0 for On-Site is Now Available

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 Explore space in the community.
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