Sugar Sell Q4 2020 is Live

Sales-Focused Enhancements

• Coterminous add-ons: Sellers can now create add-on revenue line items that automatically coterminate with previously purchased services.

• Automatically updated renewal opportunities: Renewal service opportunities are automatically kept up-to-date as midterm service add-ons are won.

• Flexible service durations: The Service Duration field on line items can be modified if the selected product catalog item does not have the Lock Duration field checked.
• Duration-based line item calculations: As sellers change the duration of catalog-based service line items, the calculated amount automatically prorates according to the base catalog duration.

• Edit an RLI's service duration from the opportunity: The new Service Duration field on opportunities allows users to set the duration across related service line items.

• Multiple quotes from one RLI: You can now generate multiple quotes from the same revenue line item(s).

• Group your report results by account for purchased line items: You can now select the related account as a group-by option for purchased line item reports.
• Increased shift visibility: The Shifts and Shift Exceptions subpanels have been added to the Employees and Users modules so you can view the work schedule of each user.

Dashboard and User Interface Enhancements

• Flexible Dashboards
  • Resizable dashlets: Dashlets can now be resized independently of other dashlets by clicking and dragging their lower corners.
  • Unlimited dashlets: Dashboards can now be configured to include an unlimited number of dashlets.
  • Auto-saved dashboards: When dashboards are created, or when new dashlets are added or resized on a dashboard, changes are automatically saved.
  • More information available in New and Improved flexible dashboards

• Expanded access to the Active Subscriptions dashlet: The Active Subscriptions dashlet is now available for all record view dashboards where the module has a relationship to Accounts.

• Knowledge Base Search dashlet: The new Knowledge Base Search dashlet allows you to search for articles and browse the tree-based article view.
• Contact Interactions dashlet: The Interactions dashlet is now available for the Contacts module.
• Audit log for activities: You can now enable Audit Log for the Calls, Meetings, and Tasks modules.
• Descriptive logic hook audit logs: Audit log entries generated by a change made via logic hook now show the name of the specific logic hook, if provided, as the source.
• Increased list view filter limit: The default number of List View filters has been increased to 50.
• Configurable subpanel columns: You can now resize your subpanel column widths, having your changes preserved, and select which default fields you want to display in your subpanels by clicking the Gear icon.

SugarBPM Enhancements

• "Is one of" operator in field evaluations: The "is one of" operator is now available in SugarBPM field evaluations on multiselect fields to allow more complex criteria to be represented in one condition.
• Relate fields in field evaluations: Relate fields created in Studio are now available in process definition field evaluations so they can be used as criteria in conditions.
• Send message to all teams on the record: When sending emails to teams using Send Message and End events, it is now possible to dynamically add all teams on the target record to the recipient list.

Studio and Administration Enhancements

• New Studio field types and options
  • AutoIncrement: An auto-increment field type allows admins to add a unique numerical ID to module records.
  • Required If: The administrator can make fields conditionally required.
• Sugar Logic updates
  • str_replace(): This new formula lets you replace portions of text within a string.
  • year(): This new formula lets you return the year value from a date field.
  • isInList(): This updated formula now lets you pass a multiselect field as a second parameter.
• Email and connector security
  
  • OAuth2 for Google Mail and Exchange Online: Sugar now supports OAuth2 connections to Google Mail and Exchange Online when configuring the system outbound email, system inbound email, and user email accounts.
  • Microsoft connector: Administrators can configure the Microsoft connector via Admin > Connectors to allow Sugar to connect to the Microsoft API Services via OAuth2 to send outbound emails as well as receive inbound emails.

SugarIdentity Enhancements

• Change Password capability for users: The Change Password option is now available for SugarIdentity-enabled instances to allow users to change their password in Sugar.
• Update existing user records via import: SugarIdentity-enabled instances now support updating existing user records via import.
• SugarCloud Settings link: The SugarCloud Settings link is now available on the Admin page for administrators to easily access the SugarCloud Settings console.