Sugar Serve Q2 2022 is Live

SugarCRM is excited to announce the release of Sugar Serve Q2 2022.

In the video below,  (Chief Technology Officer),  (Senior Product Marketing Manager), and I discuss key, recently introduced features across the entire Sugar customer experience landscape:

Highlights of Sugar Serve Q2 2022 include the following feature updates: 

  • List View Enhancements
    • Pagination Improvements: Pagination controls have been added to lists in Sugar (e.g., list views, subpanels), allowing users to clearly see which records are being shown on the current page, navigate through the list of records easily, and jump to any other page from the current page thereby accelerating the user’s ability to find a specific record. The selection of records in the list view now shows users the number of selected records across pages making working with selections much more intuitive.
    • Freeze First Column: Users now have the option to freeze the first column of data on a list view making it easier to maintain the context and record name when scrolling through the other columns in a list. The frozen column is sticky per user per list view.
    • Frozen Header Row: List view headers remain frozen while scrolling so users can easily keep the context of the data when reading through a list of search results. The space available for filters is now capped and will scroll as to not crowd the list view.

  • Set Preferred Sending Account for Emails: Users can now select which email accounts to prioritize in the "From" email dropdown. From accounts are organized by favorited email accounts, followed by preferred accounts, and then all other accessible accounts. A new checkbox field, "Preferred Sending Account" has been added to the Outbound Email module that will control this functionality.
  • More Support for Dropdown-Conditional and Role-Based Layouts: Support for dropdown-conditional and role-based layout definitions has now been added to the Record View Dashlet and Preview View layouts. Administrators can configure these views through the Layout menus in Studio.
  • Cloud Drive Integration: The Cloud Drive dashlet lets users access and interact with Google Drive or Microsoft OneDrive files from any dashboard in Sugar.

  • DocuSign Integration: We’ve made some improvements for Sugar customers who use DocuSign to manage electronic signatures. Users can now send documents such as quotes and contracts for signature directly from within Sugar. Signature status and the signed documents are maintained with their originating Sugar records, providing an uninterrupted workflow.

  • Review the Sugar Serve Release Notes 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

Customers will receive further communication regarding their automatic upgrades shortly per the SugarCloud Policy Guide - Upgrade Policy as this release represents the next step in the SugarCRM quarterly feature delivery model, providing accelerated delivery of new innovations for customers hosted on SugarCloud. Please visit the Supported Platforms page for a complete list of supported browsers. 

Additional Documentation & Release Notes

To learn more about this release, please review the following content:

Sugar Q2 2022 Developer Resources

Our Developer Advocacy team has made available the following resources to assist developers with the changes associated with this release:

Any additional questions should be directed to the Dev Club in SugarClub or emailed to

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.