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Recent Sugar Enterprise Updates

Version 7.7 Released!

Alex Nassi
8 minute read time

We are pleased to announce that version 7.7 is now available for all commercial editions!

This release will significantly benefit customers with the following updates:

Developers: Please review the Development Changes sections of the Ultimate, Enterprise, Corporate, and Professional Release Notes to learn more about changes that could affect integrations and custom development.

Please review our release notes for the new versions using the following links to learn more about the new features available:

7.7 will support upgrades from 7.6.x, 7.5.x, 6.7.x, and 6.5.x on all supported platforms. Customers hosted in our On-Demand environment will receive further communication regarding their automatic upgrades shortly. Customers hosting their Sugar instance on their own servers can review the installation and upgrade instructions for these releases, found at the following links:

7.7 is a Long Term Support (LTS) release and will be supported for 18 months.


Sugar 7.7 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 include the additions of:

  • Added support for PHP 5.5 New
  • Added support for Windows Server 2012 R2 New
  • Added support for IIS 8.5 New
  • Removed Support for Windows 7 Updated
  • Removed support for Elastic Search 1.3.1 Updated
  • Removed support for MySQL 5.1 Updated
  • Updated versions of Firefox, Safari, and Chrome Updated

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.

Knowledge Base

  • The Knowledge Base module has been updated to use the Sidecar user interface.
Screen Shot 2016-04-14 at 6.11.52 PM.png

Tagging

  • End Users: Sidecar modules contain a Tags field where users can create and share tags which can be used to identify records in filters, dashlets, and reports.
  • Administrators: Users with administrator or developer access can utilize the Tags module to manage the system-wide tag repository.
Screen Shot 2016-04-14 at 10.14.27 PM.png

Global Search

  • Improvements have been made to the Global Search user interface and functionality (e.g. search tags, etc.).

Lead Conversion

  • End Users: Leads can now be converted by clicking the Unconverted button in the Leads record view, as well as by selecting the Convert option from the Leads subpanel actions menu.
  • End Users: Records will now be automatically associated during lead conversion if no duplicate records are found.
  • Administrators: The Lead Conversion Options setting is now available in Admin > System Settings to handle activity records during lead conversion.

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User Interface

  • Subpanels & List Views:
    • Filtered list views with "More records..." loaded remain expanded after in-line edits are saved.
    • When linking records via the Contacts subpanel in the Cases record view, the Search and Add Contacts drawer will automatically be filtered to only display contact records associated to the case's parent account.
    • Multiple users can now be selected when creating search filters using the Assigned to field in Sidecar modules.
    • The total count of records are now available in Module list views, Subpanel list views, as well as Search and Select list views.
    • User selection lists previously sorted by username are now sorted by last name, first name.
    • Administrators: Administrators now have the option to collapse all subpanels in Sidecar modules by default via Admin > System Settings.
  • The favicon (SugarCRM cube icon) in the browser tab now displays the same number corresponding to the count in the notifications box.

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Advanced Workflow

  • Related record URLs may now be embedded in process email templates.
  • Administrators can now append and replace teams via Change Fields and Add Related Record actions.
Screen Shot 2016-04-14 at 10.49.22 PM.png

Workflow

  • Administrators can now differentiate between a record's primary team and its current team set in workflows.
Screen Shot 2016-04-15 at 8.36.17 AM.png

D&B

  • The Contact Type field is now available as a filter criteria in the D&B People panel.
  • The D&B Usage Meter dashlet is now available to view a summary of used and remaining credit information for each available metered service (e.g. Accounts, Family Tree, etc.).
  • The GU DUNS field is now available as a filter criteria in the D&B Company Information panel.

Reporting

  • Summation Report, Summation Report with Details, and Matrix Report can now be grouped by "Week" for Date and Datetime fields (e.g. Start Date, Date Created, etc.).
Screen Shot 2016-04-15 at 8.42.17 AM.png

Email

  • Recipients can now be dragged and dropped across the To, CC, and BCC fields in the Compose Email window for Sidecar modules.
  • The Move To BCC option is now available when composing emails in the Emails module.

Screen Shot 2016-04-15 at 9.36.30 AM.png

Quotes

  • The Quotes (Bill To) and Quotes (Ship To) subpanels are now available in the Accounts and Contacts record views in order to display the related quote records accordingly.
Screen Shot 2016-04-15 at 9.41.25 AM.png

Forecasts

  • The Forecast module's commit history now displays a timestamp.
Screen Shot 2016-04-15 at 9.46.16 AM.png

Language

  • Users may now choose the traditional Chinese language as their preferred language in Sugar.
Screen Shot 2016-04-15 at 9.55.00 AM.png

Performance, Security, Platform

  • Tracker sessions are now logged for Sidecar modules.
  • Improvements have been made to load record view layouts faster when multiple dropdown fields and values exist in the layout.
  • Platform Updates:
    • Upgrades are now supported on all database stacks (MySQL, DB2, Oracle, MSSQL).
    • PHPMailer is now being installed by composer and is upgraded to version 5.2.9.
  • Security Updates:
    • The "Load login screen in same window to avoid pop-up blocking" option can now be enabled via Admin > Password Management to load the SAML login screen in the current window and prevent pop-up blockers from disallowing single sign-on.
    • SimpleSAMLphp library 2.6.1 supported : SimpleSAMLphp library 2.6.1 is now supported in Sugar.
    • Password encryption has been strengthened for increased system security.

Screen Shot 2016-04-15 at 9.58.58 AM.png

Screen Shot 2016-04-15 at 9.58.03 AM.png

Portal

  • The Knowledge Base Categories & Published Articles dashlet is now available on the Knowledge Base list view in the portal.
  • Sugar logic is now supported in the portal.
Screen Shot 2016-04-15 at 10.05.49 AM.png
  • in reply to Johannsen Quinio

    Hi Johannsen Quinio,

    Tags from BWC versions of the Knowledge Base are now known as Categories in 7.7 (since Tag has a different connotation now in 7.7). The tree itself can be added as a dashboard, which I believe is the functionality you're looking for:

     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

    There is more information on this change in the What to Expect When Upgrading to 7.7 article.

    I hope this helps!

  • in reply to Chris Raffle

    Sorry but I don't think best solution was to create extra subpanel rather than fix the bug?  :-(
    Not even a critical bug, and not one customer out of more than 100 has ever noticed or mentioned it, even myself.

  • in reply to Vincent Amari

    Hi Vincent & Johannsen,

    We realize the importance of moving to Quotes into the sidecar framework, and that is a significant effort we are planning towards a future release. The reason for splitting the original Quotes

    The reason for splitting the original Quotes subpanel into separate Bill To and Ship To subpanels is because of a bug in the original subpanel. The original subpanel would aggregate all quotes for the given account or contact regardless of whether it was listed as the bill to, ship to, or both. The bug was encounted when the record was listed as both the bill to and ship to value on a given quote. For instance, if your subpanel view was supposed to return 5 records at a time, the records displayed to the user would be reduced by one for every quote where the bill to and ship to values were the same. This would give the appearance that there actually less quotes related to the parent record. In addition, the original subpanel provided no context in terms of what relationships an account or contact had with the quote. It was just known that it would be, at a minimum, a bill to or ship to record on the quote.

    As a result, it was determined that the best solution was to introduce the separate subpanels to provide a greater granularity for users to know the correct relationships as well as eliminate the aforementioned bug with how the original subpanel displayed records.

  • in reply to Vincent Amari

    I totally agree with you on # 1.

    As for # 2, I think there are far more business valuable functionalities that they could have added other than this. For example, bringing the Quotes module into side car view rather than sub panels.