Sugar Q3 2020 (10.1) for SugarCloud is Live

Purchases and Purchased Line Items Features

• Purchases and Purchased Line Items
  • Purchases represent each good or service a customer has bought while Purchased Line Items capture each time it was bought, providing a historically accurate record of sales and customer value while supporting post-sale operations.
• Automatic purchase generation
  • Purchases and purchased line items are automatically generated for "Closed Won" opportunities with revenue line items, with the ability for administrators to implement an approval process to precede purchase generation, restrict purchases to certain types of sales, or further modify the behavior.
• Active Subscriptions dashlet
  • The Active Subscriptions dashlet is now based on purchases and purchased line items.

Opportunities and Revenue Line Items Features

• Managing revenue line items at the opportunity level
  • The expected close date, sales stage, and service start date can now be set at the opportunity level and pushed to all open related revenue line items.
• Configurable Revenue Line Items fields during opportunity creation
  • The Revenue Line Items subpanel in the opportunities create view now respects the customizations made in Studio for the Revenue Line Items subpanel layout in the Opportunities module.
• Discounting revenue line items in percentage
  • Revenue line items now support discounts in percentage (e.g. 20.00%).

Negative quantity amounts

• Support for negative "Quantity" values, which can be used for credits or price adjustments, has been added to the Revenue Line Items and Quoted Line Items modules.

Workforce Management Features

• Shifts and Shift Exceptions
  • The Shifts and Shift Exceptions modules have been added to manage sales representatives' working hours as well as exceptions to their working hours (e.g. paid time off), which can be used in round-robin assignments in SugarBPM.
• Round robin by availability
  • Round Robin actions in SugarBPM™ can now assign new leads based on the availability of sales representatives according to their shifts, shift exceptions, and holidays. New leads can be responded to in a timely manner and improve lead conversion rates.

Console Management Features

• Add and remove dashlets in module tab drawers
  • The module tab drawers (e.g. Account Detail drawer) in the Renewals Console can now be configured to add or remove dashlets.
• Module tab list configuration
  • Administrators can now designate which fields to display as columns as well as the left-to-right order of the field columns in the module tab's list view when configuring the module tab lists.
• Module tab list preview
  • The new preview table in the Console Settings window automatically updates in real-time to reflect your field selections and the designated order of the field columns configured in the Columns list.

Record View Dashlet Features

• Additional supported modules
  • The Record View dashlet can now be added for additional Sidecar modules (Quotes, Calls, Meetings, Opportunities, Revenue Line Items), including custom modules.
• Record View dashlet layout configurable for all supported modules
  • The Record View Dashlet layout can now be configured in Studio for all supported Sidecar modules, as well as custom modules.

Comment Log Features

• Email notification on mentions in comment log entries
  • Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
• System Comment Log Email Notification template
  • Administrators can configure the comment log email notification template via Emails > View Email Templates.

SugarBPM list view refresh

• The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.

Tile view filter refresh

• The Refresh button has been added to the tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.

Additional configurable system email templates

• Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".

Auto-focus cursor on first field in record view

• When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

• Hyperlinks in text area fields are now clickable and will open the link in a new tab.

Managing Employees

• SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.

Workforce Management Features

• Shifts and Shift Exceptions
  • The Shifts and Shift Exceptions modules have been added to manage customer service agents' working hours as well as exceptions to their working hours (e.g. paid time off), which can be used in round-robin assignments in SugarBPM.
• Round robin by availability
  
  • Round Robin actions in SugarBPM™ can now assign new cases based on the availability of customer service agents according to their shifts, shift exceptions, and holidays. New cases can be responded to in a timely manner for improved customer experience.

Console Management Features

• Add and remove dashlets in module tab drawer
  • The Case Detail drawer in the Service Console can now be configured to add or remove dashlets.
• Module tab list configuration
  • Administrators can now designate which fields to display as columns as well as the left-to-right order of the field columns in the Cases tab's list view when configuring the module tab lists.
• Module tab list preview
  • The new preview table in the Console Settings window automatically updates in real-time to reflect your field selections and the designated order of the field columns configured in the Columns list.

Record View Dashlet Features

• Additional supported modules
  • The Record View dashlet can now be added for additional Sidecar modules (Calls, Meetings), including custom modules.
• Record View dashlet layout configurable for all supported modules
  • The Record View Dashlet layout can now be configured in Studio for all supported Sidecar modules, as well as custom modules.

Comment Log Features

• Email notification on mentions in comment log entries
  • Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
• System Comment Log Email Notification template
  • Administrators can configure the comment log email notification template via Emails > View Email Templates.

Purchases and Purchased Line Items Features

• Purchases and Purchased Line Items
  • Purchases represent each good or service a customer has bought while Purchased Line Items capture each time it was bought, providing a historically accurate record of sales and customer value while supporting post-sale operations.
• Active Subscriptions dashlet
  • The Active Subscriptions dashlet is now based on purchases and purchased line items.

SugarBPM list view refresh

• The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.

Tile view filter refresh

• The Refresh button has been added to the tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.

Additional configurable system email templates

• Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".

Auto-focus cursor on first field in record view

• When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

• Hyperlinks in text area fields are now clickable and will open the link in a new tab.

Managing Employees

• SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.

Opportunities and Revenue Line Items Features

• Managing revenue line items at the opportunity level
  • The expected close date, sales stage, and service start date can now be set at the opportunity level and pushed to all open related revenue line items.
• Configurable Revenue Line Items fields during opportunity creation
  • The Revenue Line Items subpanel in the opportunities create view now respects the customizations made in Studio for the Revenue Line Items subpanel layout in the Opportunities module.
• Discounting revenue line items in percentage
  • Revenue line items now support discounts in percentage (e.g. 20.00%).

Negative quantity amounts

• Support for negative "Quantity" values, which can be used for credits or price adjustments, has been added to the Revenue Line Items and Quoted Line Items modules.

Workforce Management Features

• Shifts and Shift Exceptions
  • The Shifts and Shift Exceptions modules have been added to manage employees' regular working hours as well as exceptions to their working hours (e.g. paid time off), which can be used in round-robin assignments in SugarBPM.
• Round robin by availability
  • Round Robin actions can now assign records based on the availability of users according to their shifts, shift exceptions, and holidays.

Record View Dashlet Features

• Additional supported modules
  • The Record View dashlet can now be added for additional Sidecar modules (Quotes, Calls, Meetings, Opportunities, Revenue Line Items), including custom modules.
• Record View dashlet layout configurable for all supported modules
  • The Record View Dashlet layout can now be configured in Studio for all supported Sidecar modules, as well as custom modules.

Comment Log Features

• Email notification on mentions in comment log entries
  • Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
• System Comment Log Email Notification template
  • Administrators can configure the comment log email notification template via Emails > View Email Templates.

SugarBPM list view refresh

• The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.

Tile view filter refresh

• The Refresh button has been added to the tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.

Additional configurable system email templates

• Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".

Auto-focus cursor on first field in record view

• When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.

Clickable hyperlinks in text area fields

• Hyperlinks in text area fields are now clickable and will open the link in a new tab.

Managing Employees :

• SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.