Save list view configuration: You can now save and load search, filter, and column configurations as presets for the Customer, Prospect, and Opportunities list views.
Sync emails sent in Outlook: Emails sent from your synced Outlook account are now saved as email interactions in sales-i, associated to the related contact record.
Sync calendar events created in Outlook: Calendar events created in your synced Outlook account are now saved as interactions in sales-i, associated to the related contact record.
Fixed Issues
Alert builder reports using both AND and OR operators returned incorrect results. Alert builder reports can now use either AND or OR operators, but not both.
Digit group separators were missing from values in Snapshot report export files. Snapshot report export files now display digit group separators for all values.
The user's ID was displayed in mention notification emails. The user ID is no longer displayed in mention notification emails.
Adding options to a List custom section for the Customer module triggered an error. Adding options to a List custom section for the Customer module no longer triggers an error.
When masquerading across multiple instances, the list of available users did not update when switching instances. The list now updates correctly for each instance.
An error occurred when a user attempted to open the Product Associations insights report before product associations were completed in a newly created instance. This error has been resolved.
When there was no sales data for the first product association surfaced in the Product Associations insights report, the report appeared blank. A link is now displayed to select another product association.
Visit support.sugarcrm.com for sales-i documentation, current release notes, and past release notes