Sugar Fall '19 Is Live

https://www.youtube.com/watch?v=lA6E0UqpfkA

Sugar Sell

• Relationships to the Business Centers module have been added to Contacts, Leads, and Users, allowing business hour calculations to be leveraged in sales-focused SugarBPM processes (e.g. lead routing).

• Several stock SugarBPM process definitions which can be modified to suit your needs are now available:
  • Automatic Forecast Update automatically updates the related opportunity or revenue line items when a quote is closed.
  • Lead Routing automatically routes leads to sales representatives in the appropriate territory and sends the new owner a task due in one business day and an email notification.
  • Quote Discount Approval requests approval from the sales representative's supervisor when a quote is negotiated with a discount greater than 20%.
  • Stagnant Opportunity Reminder sends an email reminder to sales representatives when their open opportunity is 15 days away from its expected close date and if the opportunity does not close on time.

• Shared email accounts can now be used as the From address in emails sent using SugarBPM Send Message and End events.

• SugarIdentity-enabled instances now support creating and editing non-user employee records.

Sugar Serve

• Knowledge base article search from Sugar Portal's Home page allows portal users better access to self-service issue resolution and case deflection prior to creating cases.

• Administrators now have additional Portal configuration options:
  • Case deflection configuration: The home page search box may be disabled via the "Enable search before opening a case" option.
  • Contact creation via portal registration: Portal registration submission now creates a new contact record in Sugar. The contact's Lead Source field is automatically set to "Support Portal User Registration".
  • 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.

• 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".

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

• 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.

• The Sugar Portal user experience has been updated with the following enhancements:
  • When signing up for Sugar Portal, registrants may now choose their own username and password as well as provide their company's name.
  • Portal users now have the ability to reset their password from a link on the portal's login page.
  • Searching for help from the portal home page displays matching knowledge base articles which can help answer a customer's question prior to creating a case.
  • The home page's "All Open Cases" and "Recently Resolved Cases" dashlets allow portal users to view their company's open cases as well as cases closed within the last 7 days.
  • The home page's Knowledge Base Categories & Published Articles dashlet allows portal users to locate and access knowledge base articles.
  • Portal users can preview a record directly from the module's list view by clicking the Preview button to the far right of each record's row.

• Relationships to the Business Centers module have been added to Contacts and Users, allowing business hour calculations to be leveraged in more customer service SugarBPM processes.

• Shared email accounts can now be used as the From address in emails sent using SugarBPM Send Message and End events.

• SugarIdentity-enabled instances now support creating and editing non-user employee records.

Sugar Ultimate / Enterprise

• Administrators now have additional 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.

• 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".

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

• 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.

• The Sugar Portal user experience has been updated with the following enhancements:
  • When signing up for Sugar Portal, registrants may now choose their own username and password as well as provide their company's name.
  • Portal users now have the ability to reset their password from a link on the portal's login page.
  • Portal users can preview a record directly from the module's list view by clicking the Preview button to the far right of each record's row.

• Shared email accounts can now be used as the From address in emails sent using SugarBPM Send Message and End events.

• SugarIdentity-enabled instances now support creating and editing non-user employee records.

Sugar Professional

• SugarIdentity-enabled instances now support creating and editing non-user employee records.