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Recent Sugar Serve Updates

Sugar Serve 25.1 is Live

Zac Sprackett
8 minute read time

SugarCRM is excited to announce the release of Sugar Serve 25.1.

This update highlights some of the key enhancements in this release of Sugar Serve. Visit the April 2025 page in Release Central to find everything to prepare for updates across the Sugar platform, including new blogs and updates, events, videos, release announcements, documentation, and more, across recent, current, and upcoming releases.

Please note that the SugarCRM product version number scheme has been simplified, changing this version number from what would have been 15.0 to 25.1. Please review A Simpler, More Consistent Versioning Scheme for Sugar Products for more details!  

Release Central

Sugar Serve Feature & Enhancement Highlights

  • Track Account Interactions: Improve your account relationships with immediate insight into the most recently held call or meeting, automatically displayed in the new Last Interaction field.
    Last Interaction Field - List View Last Interaction Field - Record View
    Last Interaction Field - Demo Movie camera Last Interaction Field - Demo Movie camera
  • Exclude Duplicate Report Results: A new "Show distinct results" checkbox has been added to Rows and Columns reports to filter out duplicates caused by related records matching report filters multiple times.
    Duplicate Report Results Report Wizard with New Checkbox Report Without Duplicates
  • Quote Worksheet Performance Improvements: When your quote contains a large number of line items, adding more to your worksheet is now a faster and smoother experience.
  • Additional Count in Consoles: When filtering on a metric tab in the Service Console, you will see how many records are in your filtered subset within the context of your search.
    Filtered Console

Additional Highlights

  •  AI Updates  
    • Account Intelligence dashlet: The AI-powered Account Intelligence dashlet analyzes your data to generate actionable insights for your accounts, helping you quickly understand an account's history and make informed decisions faster.
      Account Intelligence Demo Movie camera
      Summarizing Account History in Seconds Movie camera
  •  Sugar Connect (Mail & Calendar Integration):
    • Meeting Scheduler Styling & Design: Now you can design invitations that match your style and customize them for a better first impression. 
    • Office 365 & Google Workspace Meeting Scheduler Updates: Users can now assign event types (meetings, calls, or tasks) and whether the meeting happens once or repeats. Plus, Zoom or Google Meet links can now be added automatically for meetings.
  •  Service Insights: 
    • Discover Dashlet Focus Drawers: Drilling into charts in Discover dashlets now opens a focus drawer, allowing users to gain additional insights into their reports without navigating away from Sugar.
    • Discover Dashlet Chart Colors: Chart colors in Discover Dashlets have been updated for enhanced consistency between Discover and Sugar reports.
  •  SugarCRM Mobile App:
    • Microsoft SharePoint Support: The mobile app's Cloud Drive dashlet now supports the SharePoint integration so you can interact with your SharePoint files from any dashboard.
    • Send to DocuSign Via Cloud Drive: The mobile app’s Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected OneDrive, Dropbox, or Google Drive accounts.

This is only a summary of the updates from Sugar this quarter. Please make sure to review the Sugar Serve Release Notes  and the April 2025 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, & Everything Else You Need to Know

To learn more about this release, please review the April 2025 page in Release Central.

Also, make sure to "turn page notifications on" to be alerted when new content is added to Release Central and learn more about Release Central in About Release Central.

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