Sugar Sell Q2 2023 is Live

SugarCRM is excited to announce the release of Sugar Sell Q2 2023.

Release Central

This update highlights some of the key enhancements and updates in this release of Sugar Sell. Make sure to read the Q2 2023 page in Release Central to find all of the most important information to prepare for updates across the entire Sugar platform in one central place. Easily access new blogs and updates, events, videos, release announcements, and more, across recent, current, and upcoming releases. Ensure you also have notifications turned on for Release Central to be notified about updates across the entire Sugar platform!

Watch the following video to hear from , Sr. Director of Product Management for Sugar Sell, as she gives a quick showcase of some of the updates in this release, and then continue reading below to dive deeper into more of the new functionality that is now available.

Feature & Enhancement Details

Report Viewer Enhancements

  • New look & feel with a simplified dashboard-like experience
    The new report viewer experience has been further improved to provide a cleaner and more intuitive user experience, focusing on the three primary reports containers: Charts, Data Tables, and Runtime filters. The new experience simplifies interactions and the view options by allowing users to toggle containers on or off, as well as change the size of the split between the chart and data table to their needs.
  • Enhanced performance to view and export large reports
    Report data tables are now displayed in a simplified, lightweight mode to speed up loading time and avoid possible browser timeouts when loading larger reports.

Productivity and User Interface Enhancements

  • Configure the amount of pinned modules in the left-hand navigation bar
    Organizations now have the choice to keep the CRM consistent across the entire organization or allow users to have ownership of their experience. For those that prefer consistency, admins can control the number of modules pinned to the navigation bar for the entire organization. For those that share ownership, admins now have the ability to enable the Number of Pinned Modules to appear in the User Profile configuration so individual users can select the number of modules to appear in the navigation bar according to their preferences.
    Administrator End User
  • Focus drawers now allow in-line editing on lists of related records on the Record View Dashlet
    Users will experience a streamlined workflow as they no longer have to move to a new screen to edit records that they see in the focus drawer.
  • List View Filters include new operators and new available filters by default
    Two new filters for "Is empty" and "Is not empty" have been added to the List View search. Also, the Accounts, Cases, and Opportunities list views now have more fields available by default for filtering. See the Sugar Sell Q2 2023 Release Notes for the complete list of updates!

Guided Selling Improvements

Guided Selling is powered by Sugar Automate (formally known as Customer Journey Plug-in) and is included with Sell Premier 13.0, or as an add-on for Sell Advanced

  • Reorder Smart Guides
    The Smart Guides panel has been redesigned in a way to allow users to drag-and-drop smart guides to change the order within the Smart Guides panel, enabling quick updates to the smart guides within the screen instead of needing to scroll around the screen.

  • Mark all the child steps complete when completing the parent activity
    In a continued effort to make Sugar Automate more automated, users are now given the option to mark all child activities complete when marking the parent activity complete.

And More!

  • This is only a summary of all of the updates from Sugar this quarter. Please make sure to review the Sugar Sell Release Notes and the Q2 2023 page in Release Central to learn more about all of the new features and enhancements in this release, as well as additional fixes to address issues in previous releases of Sugar.

When Will I Be Upgraded?

Customers will receive further communication regarding their automatic upgrades shortly, per the SugarCloud Policy Guide - Upgrade Policy. You can learn more about Sugar's upgrade process in Release Central.

Enablement, Education, and Everything Else You Need to Know

To learn more about this release, please review the Q2 2023 page in Release Central. Make sure to "turn page notifications on" to be alerted when new content is added to Release Central! Learn more about Release Central in About Release CentralAdditional documentation and guides:

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