Sugar Q1 2021 (10.3) for SugarCloud is Live


SugarCRM is excited to announce the release of Sugar Q1 2021 for all Sugar Enterprise and Professional customers hosted on the SugarCloud. This release includes the following feature updates for customers leveraging the SugarCloud platform:

Sugar Ultimate / Enterprise

Sales-Focused Enhancement

Seamless integration with Sugar Discover: This release natively integrates Sugar Discover's revenue analytics dashlets, eliminating the need for Sugar Discover customers to install the dashlets via Module Loader.

Dashboard and User Interface Enhancements

Dashboard floating actions button: The new floating actions button appears on dashboards throughout Sugar and replaces the dashboard actions menu for common tasks such as creating dashboards, duplicating dashboards, and adding dashlets.

Multiple note attachments: You can now attach multiple files to notes using the new Attachments field. The system-level "Is Attachment" field can be used to differentiate between directly-created notes and notes that are an attachment to another record (i.e. email, knowledge base article, or other note) in SugarBPM and the Reports module.

Viewing and refreshing reports from dashlets: Previously available to only the owner of a dashboard, the "View Report" and refresh chart options are now available on the Saved Reports Chart dashlet for all users.

Editing records from report drill-through: Users can now edit records via preview pane when drilling through report charts.

Filtering on inactive users: You can now locate records assigned to inactive users by filtering on user status.

Enhanced filtering for Meetings and Calls: New list view filters show records where the current user is a guest.

Added field value for call status: A new value, "In Progress", is available for the Status field on the Calls module.

Added field values for case source: Three new values are available for the Source field on the Cases module: Chat, Phone, and Chatbot.

Preserving field height in edit mode: Text boxes that are expanded in record view remain expanded after switching to edit view.

Copying field values without triggering edit mode: Users can click and drag to highlight and copy text from field values in record view.

Resizing dashlets: Dashlets can now be resized by dragging their sides, bottom, or corners.

SugarBPM Enhancements

Combined Start events: Start events can now be applied to both new and updated records at once so that it is no longer necessary to create process definitions with multiple start events in most cases.

Link to a process in an email: It is now possible to configure Activity elements to send an email to the selected process user with a link to the process awaiting their execution.

Studio and Administration Enhancements

Data Archiver admin utility: A new module lets administrators move non-essential records to a hidden archive table or hard-delete them from the database.

Read-only field option: Admin users now have the ability to make a field read-only always or conditionally.

More field types available for mass update: Admin users can now enable mass update for most field types in Sugar including checkbox, multiselect, and date field types, among others.

New Sugar Logic function: A new function for calculated fields, dayofmonth, has been added to extract the number of the day of the month from a date or datetime field.

Studio access to relationship-based relate fields: Previously, relationship-based relate fields could not be edited in Studio. Now, they are in the module's Fields list in Studio, where you can adjust their field-level settings (e.g., enabling them for audit).

Improved click-to-call: When the Click-to-Call option (formerly called SkypeOut Integration) is enabled, all phone number fields in Sidecar modules are displayed as clickable links so you can dial out using your computer's default telephony application.

New schedulers: Two new schedulers have been added. The Run Active Data Archives/Deletions job performs the archive or delete actions defined by the new Data Archiver module; the Process Time-Aware Schedules job automatically updates the statuses on purchased line item records.

Package scan health check: Package Scanner now runs a full health check against module loadable packages before installation.

Sugar Professional

Sales-Focused Enhancement

Seamless integration with Sugar Discover: This release natively integrates Sugar Discover's revenue analytics dashlets, eliminating the need for Sugar Discover customers to install the dashlets via Module Loader.

Dashboard and User Interface Enhancements

Dashboard floating actions button: The new floating actions button appears on dashboards throughout Sugar and replaces the dashboard actions menu for common tasks such as creating dashboards, duplicating dashboards, and adding dashlets.

More information about this new functionality can be found in the following SugarClub update:

Multiple note attachments: You can now attach multiple files to notes using the new Attachments field. The system-level "Is Attachment" field can be used to differentiate between directly-created notes and notes that are an attachment to another record (i.e. email, knowledge base article, or other note) in the Reports module.

Viewing and refreshing reports from dashlets: Previously available to only the owner of a dashboard, the "View Report" and refresh chart options are now available on the Saved Reports Chart dashlet for all users.

Editing records from report drill-through: Users can now edit records via preview pane when drilling through report charts.

Filtering on inactive users: You can now locate records assigned to inactive users by filtering on user status.

Enhanced filtering for Meetings and Calls: New list view filters show records where the current user is a guest.

Added value for call status: A new value, "In Progress", is available for the Status field on the Calls module.

Preserving field height in edit mode: Text boxes that are expanded in record view remain expanded after switching to edit view.

Copying field values without triggering edit mode: Users can click and drag to highlight and copy text from field values in record view.

Resizing dashlets: Dashlets can now be resized by dragging their sides, bottom, or corners.

Studio and Administration Enhancements

Data Archiver admin utility: A new module lets administrators move non-essential records to a hidden archive table or hard-delete them from the database.

Read-only field option: Admin users now have the ability to make a field read-only always or conditionally.

More field types available for mass update: Admin users can now enable mass update for most field types in Sugar including checkbox, multiselect, and date field types, among others.

New Sugar Logic function: A new function for calculated fields, dayofmonth, has been added to extract the number of the day of the month from a date or datetime field.

Studio access to relationship-based relate fields: Previously, relationship-based relate fields could not be edited in Studio. Now, they are in the module's Fields list in Studio, where you can adjust their field-level settings (e.g., enabling them for audit).

Improved click-to-call: When the Click-to-Call option (formerly called SkypeOut Integration) is enabled, all phone number fields in Sidecar modules are displayed as clickable links so you can dial out using your computer's default telephony application.

New schedulers: Two new schedulers have been added. The Run Active Data Archives/Deletions job performs the archive or delete actions defined by the new Data Archiver module; the Process Time-Aware Schedules job automatically updates the statuses on purchased line item records.

Package scan health check: Package Scanner now runs a full health check against module loadable packages before installation.

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 SugarCloud will receive further communication regarding their automatic upgrades shortly per the SugarCloud Policy Guide - Upgrade Policy. Please visit the Supported Platforms page for a complete list of supported browsers and other platform information.

Sugar Q1 2021 Developer Resources

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

Any additional questions should be directed to the Dev Club in SugarClub or emailed to developers@sugarcrm.com.

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:

What to Expect When Upgrading to 10.3 (Q1 2021)

To learn more about the new features available, as well as the additional fixes to address issues identified in prior releases, please review the appropriate release notes for your edition of Sugar:

Sugar Ultimate 10.3.0 (Q1 2021) Release Notes

Sugar Enterprise 10.3.0 (Q1 2021) Release Notes

Sugar Professional 10.3.0 (Q1 2021) Release Notes


The Q1 2021 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 customers hosted on SugarCloud, as well as greater predictability for Sugar updates for on-site customers.


To ensure you are up-to-date on the latest information about Sugar Enterprise and Sugar Professional, please join the Enterprise & Professional group in SugarClub, or the other product-specific groups in Explore for additional updates.

Anonymous