Sugar Connect 40.0 is Live

16 Oct 2023

2 minute read time

SugarCRM is pleased to announce the release of version 40.0 of Sugar Connect.

Review the Sugar Connect Release Notes for more information about this release, including any feature enhancements and fixed issues.

Auto-archive inbound messages: Inbound messages can now be auto-archived to Sugar in both Google Workspace and Office 365.
Auto-archive messages tenant setting: Administrators can now establish the default auto-archive behavior for inbound and outbound messages for their users in the Sugar Connect Portal.

The following issues have been resolved:

93033: Email templates that are used to compose an email with Sugar Connect do not retrieve variables from related modules.
92951: The Email Tracking Dashboard shrinks the left side when a long URL is tracked, making it difficult to see the content on the left side of the dashboard.
92111: Sugar Connect may not remove events in the external calendar that have been unassigned in Sugar.

Learn more about Sugar Connect

Getting Started With Sugar Connect
- Sugar Connect Quick Start Guide
Sugar Connect User Guides
Sugar Connect Administration Guide
- Sugar Connect Deployment and Administration Guide
Supported Platforms
- Plug-ins Supported Platforms

All existing installations of Sugar Connect will be upgraded automatically.

To ensure you are up-to-date on the latest information about Sugar Connect, please Subscribe to New Blog Posts in Sugar Connect Updates in SugarClub or visit Product Updates for additional product updates.

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John Kitsmiller 6 months ago

We have been moving files to "Copy to CRM" folder upon receiving the email. This was to ensure all emails related to a Contact/Lead were archived and a user didn't have to remember to archive emails (they didn't always).

With the new Auto Archival to Office 365, does it mean all emails will be auto archived if they only hit the inbox, and we don't need the Copy to CRM folder any longer?
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John Kitsmiller 6 months ago in reply to John Kitsmiller

Andrew Blue any chance you can comment?
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Andrew Blue 6 months ago in reply to John Kitsmiller

John Kitsmiller The new feature added in Sugar Connect 40.0 to auto-archive inbound messages means that you would no longer need to move everything to Copy to CRM when it hits your inbox. If you enable the setting to auto-archive inbound messages at either the user or individual contact level, Sugar Connect will automatically archive messages to Sugar. You can get rid of your Copy to CRM rule in your inbox! :)

Also note above that we've given administrators the ability to define a policy for auto-archiving messages. The functionality is similar to how administrators define policy for calendar sync settings where a setting can be always enabled, enabled by default, disabled by default, or always disabled. Previously auto-archive settings were left to each individual user to enable or disable. Now, if an administrator wants all incoming and/or outgoing messages to be archived they can make that happen by making individual user settings always enabled.

We hope you find these new options useful. And we love feedback so let us know the good, the bad, and the ugly as you get in and start using these new features.
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John Kitsmiller 6 months ago in reply to Andrew Blue

You made my day Andrew Blue !!!
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John Kitsmiller 6 months ago in reply to Andrew Blue

You made my day Andrew Blue !!!
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