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April 2025

April 2025

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve
Enterprise
sales-i
Sugar Market

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell  and Serve  25.1 Release Notes for more details!


Track account interactions with 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 with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results Report Wizard with New Checkbox Report Without Duplicates

Quote worksheet performance improvements for worksheets containing a large number of line items


Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights


Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links


Enhanced Forecasting & Service Insights

Focus Drawers now open when drilling into charts or dashlets

Chart colors in Discover Dashlets have been updated for enhanced consistency between Discover and Sugar reports


SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts


Developer Information
Sugar Sell Sugar Serve
  •  Sugar Sell 25.1 is Live  
  •  Sugar Sell Release Notes 25.1
  •  AI Release Notes | AI Guides | More AI Information
  •  Sugar Sell Administration Guide
  •  Sugar Sell Application Guide
  •  SugarCloud Insights Release Notes  |  SugarCloud Insights Guide
  •  SugarIdentity Release Notes | SugarIdentity Guide
  •  Portal Deployment User Guide | Portal User Guide   
  •  Sugar 25.1 Supported Platforms
  •  Sugar Connect Updates  
  •  Mobile App Updates  
  •  Sugar Discover Updates 
  •  Sugar Hint Updates   
  •  Sugar Serve 25.1 is Live  
  •  Sugar Serve Release Notes 25.1
  •  AI Release Notes | AI Guides | More AI Information
  •  Sugar Serve Administration Guide
  •  Sugar Serve Application Guide
  •  SugarCloud Insights Release Notes  |  SugarCloud Insights Guide
  •  SugarIdentity Release Notes | SugarIdentity Guide
  •  Portal Deployment User Guide | Portal User Guide
  •  Sugar 25.1 Supported Platforms
  •  Sugar Connect Updates 
  •  Mobile App Updates  
  •  Sugar Hint Updates  
News, Updates, & Events Help Articles & Training
  •  Live Webinar | What's New in Sugar: Helping You Work Smarter, Sell Better, and Stay Ahead 
    7 May 2025 8am PDT | 11am EDT | 4pm BST
  •  What’s New in SugarCRM: Global Reach, Smarter Selling, and AI that Drives Results  
  •  A Simpler, More Consistent Versioning Scheme for Sugar Products 
  •  Big Changes Are Coming to Sugar This April — Here’s What It Means for You 
  •  We Listened | Moving to Semi-Annual Release Cadence 

Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!

  •  What to Expect When Upgrading to 25.1 (25.1)  
  •  Understanding Sugar's Release Cadence  
  •  Package Builder and Deployer  
  •  Show Distinct Report Results in Sugar 
  •  Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports   
  •  Integrating With Microsoft for End Users  
  •  Integrating With Microsoft Connector for Admins  
  •  Understanding Module Builder's Functions  
  •  Introduction to Relationships and Relate Fields  
  •  Understanding Relationship Creation Options  
  •  Creating Dependent Dropdown Lists  

More articles are coming soon! Turn page notifications on for this page, April 2025, to be notified of updates regarding this release.

Join Sugar Documentation & Resources for more upcoming useful updates!

AI Information & Updates

Release Updates

  •  Account Intelligence Dashlet & More 
  •  AI Sentiment Field  

Documentation

  • AI Intelligence: User Guide  | Administration Guide
  • AI Summarization: User Guide  | Administration Guide
  • AI Prediction: User Guide  | Administration Guide
  • AI Release Notes

News & Updates

  •  Introducing the Intelligence Add-on: Your Artificial Intelligence/Machine Learning Solution 
  •  Intelligence Add-on customers FAQ (Frequently Asked Questions) 

Follow  AI Updates to stay up-to-date on all new AI functionality and enhancements

Summarizing Account History in Seconds Movie camera
Summarizing Account History in 30 Seconds Movie camera
Account Intelligence Demo Movie camera

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Sugar Sell & Serve

Developers

Blog Posts & Updates Developer Guides
  •  Updates to our Release Version Convention that affects Module Loadable Packages 
  •  MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 
  •  Great News: We’re Moving to a Semi-Annual Release Cadence!    
  •   Developer Guide 25.1
  •   Schema 25.1.0
  •  Sugar 25.1 Customization Guide  
  •  Modern UI Technical Guide  
  •  Mobile Developer Updates  
Event Recaps
  •  Sugar 25.1 Developer Update Webinar Recap |  Recording | Slides  
  •  March '25 Open Round Table | Recording | Slides  
  •  SugarCRM PHP REST Client Introduction | Recap | Recording | Slides 
  •  CRM Deduplication Techniques | Recap | Recording | Slides 
  •  October '24 - Open Round Table | Recording | Slides  

Subscribe to  Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

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Sugar Enterprise

Users & Administrators

Enterprise Highlights

These are just some of the new features and experiences available in Sugar Enterprise.
Keep reading below or see the Enterprise 25.1 Release Notes  for more details!


Modern UI redesign, including color-coded navigation, a focused center pane, animation on menu selections, and an enhanced dark mode

Improved UI Movie camera Improved UI - Navigation Improved UI - Global Search

Track account interactions with 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 with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results Report Wizard with New Checkbox Report Without Duplicates

Column sorting is now available when drilling through the Report dashlet 

Sorting in Drill-Through Report Charts

Consistency in report chart coloring using the colors assigned to dropdown field values

Chart Color Consistency

Quote worksheet performance improvements for worksheets containing a large number of line items


Quote conversion rates can now be locked, preventing quotes from being affected if the conversion rates are updated


Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights


Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links


SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts


Developer Information
Release Updates & Documentation
  •  Sugar Enterprise 25.1 is Now Available  
  •  Sugar Enterprise Release Notes 25.1
  •  Sugar Enterprise Administration Guide
  •  Sugar Enterprise Application Guide
  •  Sugar 25.1 Supported Platforms
  •  SugarIdentity Release Notes | SugarIdentity Guide
  •  Portal Deployment User Guide | Portal User Guide   
  •  Sugar Connect Updates  
  •  Mobile App Updates  
  •  Sugar Hint Updates   
Blog Posts, Updates, & Events Help Articles & Training
  •  A Simpler, More Consistent Versioning Scheme for Sugar Products 
  •  Big Changes Are Coming to Sugar This April — Here’s What It Means for You 
  •  We Listened | Moving to Semi-Annual Release Cadence 
  •  Important Notice - End of Support for Sugar 13 Instances  
  •  The Scoop Q4 2024: Fresh Coat of Paint  
  •  “Hidden” Features Series: Making Round Robin Activities & Assignments in SugarBPM a Breeze 
  •  Announcing SugarCRM's 14.1 Release: New Service Insights Reports and AI-Powered Summarization Features 
  •  The Scoop Q3 2024: It’s Time for Generative AI  
  •  "Hidden" Features Series: Search Capabilities in SugarCRM, a Comprehensive Guide  
  •  Just “Role” With It: Sugar’s New Role-Specific Dashboards Provide Personalized Insights  
  •   See all installments in the "Hidden Features" Series

Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarU Live Training calendar, Developer Events, and more!

  • What to Expect When Upgrading to 25.1 (25.1)  
  • Understanding Sugar's Release Cadence  
  • Package Builder and Deployer  
  • Installing and Administering Elasticsearch  
  • Health Check Error: File System Maximum Path Length Exceeded  
  • Health Check Error: Use of Removed Zend Framework Component  
  • Health Check Error: Use of Deprecated Zend Framework Component  
  •  Show Distinct Report Results in Sugar  
  •  Integrating With Microsoft for End Users  
  •  Integrating With Microsoft Connector for Admins  
  •  Understanding Module Builder's Functions  
  •  Introduction to Relationships and Relate Fields  
  •  Understanding Relationship Creation Options  
  •  Creating Dependent Dropdown Lists  
  •  Migrating From SugarCloud to On-Site
  •  Configuring Your Navigation Bar  
  •  Sample Doc Merge Templates  
  •  Upgrade Your Learning Experience with New SugarU Course Bundles and a Special Offer 
  •  Introducing Our New Course: Intermediate SugarBPM 
  •  Introducing Our New Course: CRM for Beginners 
  •  Unlocking SugarU: Essential Resources for Sugar Administrators 
  •  Introducing Our New Course: Mastering Role-Based Dashboards in SugarCRM 
  •  ICYMI: 'Getting to Know SugarBPM' webinar is now available On-demand    
  •  Troubleshooting SugarCloud Storage  
  •  Configuring IP Addresses, Ports, and Domains  
  •  Troubleshooting Validation Errors and Warnings for Process Definitions  
  •  Disabling vs Uninstalling Module Loader Packages  
  •  Troubleshooting Outbound Email Using Command Line  
  •  Troubleshooting Outbound Email Using Sugar  
  •  Troubleshooting Outbound Email Using Sugar Logs  

More articles coming soon! Turn page notifications on for this page April 2025 to be notified of updates regarding this release.

Join Sugar Documentation & Resources for more upcoming useful updates!

^ Return to top


Sugar Enterprise

Developers

Blog Posts & Updates Developer Guides
  •  Updates to our Release Version Convention that affects Module Loadable Packages 
  •  MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 
  •  Great News: We’re Moving to a Semi-Annual Release Cadence!    
  •  Learn about SecureSmarty introduced in Sugar 14.1      
  •   Developer Guide 25.1
  •   Schema 25.1.0
  •  Sugar 25.1 Customization Guide  
  •  Modern UI Technical Guide  
  •  Mobile Developer Updates  
Event Recaps
  •  Sugar 25.1 Developer Update Webinar Recap |  Recording | Slides  
  •  March '25 Open Round Table | Recording | Slides  
  •  SugarCRM PHP REST Client Introduction | Recap | Recording | Slides 
  •  CRM Deduplication Techniques | Recap | Recording | Slides 
  •  October '24 - Open Round Table | Recording | Slides  
  •  Q4 '24 Developer Webinar | Recording | Slides  
  •  Refactoring Outdated Code | Recap | Recording | Slides  
  •  UI Extension Framework Round Table | Recording | Slides  
  •  Sugar Q3 2024 Developer Webinar | Recording | Slides 
  •  Sugar UI Modernization | Recording | Slides 
  •  Extension Framework Best Practices | Recap | Recording | Slides 
  •  Preparing for the Sugar Developer Specialist Exam |  Recap | Recording | Slides  
  •  Sugar Mobile SDK Development |  Recap | Recording |  Slides 

Subscribe to  Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top


sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 25.1 Release Notes for more details!


ERP-driven sales intelligence
sales-i connects to your ERP and transforms your sales data into real-time insights that drive smarter selling for sales reps and strategic visibility for sales leaders

Connecting Insight to Activity Movie camera
One-Click access to insights New Enquiries Guiding Sales

Sales-focused user interface
sales-i’s interface is purpose-built for sales teams, helping you stay focused and maximize every customer interaction

Intelligent Account Management Movie camera Seamless Experience Across All Devices

Custom sales analysis
Inquiries let you explore and filter your sales data by customer, product, or sales analysis fields, enabling you to uncover meaningful insights and answer complex questions quickly


Pre-built sales insights
Insights provide an invaluable collection of pre-built reports that answer common and impactful sales questions using your data


AI-powered recommendations
sales-i leverages AI to analyze your data and suggest potential sales opportunities


Real-time sales alerts
Alerts let you create custom notifications based on your data, keeping sales reps informed of important changes in customer behavior


Built-in CRM
sales-i includes a built-in CRM that lets you collect and store customer data and interactions all in one place


SugarCRM integration
sales-i data insights can be displayed directly in SugarCRM


Product Updates Release Notes & Product Guides
  •  sales-i 25.1.0 has been released!  
  • sales-i 25.1.0 Release Notes
  • sales-i Documentation
Quick Videos Training Sessions
  •  sales-i 25: Enquiries Extras 
  •  sales-i 25: The Full Picture Enquiry 
  •  sales-i 25: The Sales vs Gaps Enquiry 
  •  sales-i 25: The Matrix Enquiry 
  •  sales-i 25: Introduction to Enquiries 
  •  sales-i 25: The Variance Enquiry 
  •  sales-i 25: A.I. and Posts 
  •  sales-i 25: Enquiries in Accounts 
  •  sales-i 25: Using Opportunities 
  •  sales-i 25: Adding a Planned Interaction 
  •  sales-i 25: Searching and Editing 
  •  sales-i 25: Generating Interactions 
  •  sales-i 25: Adding, Managing, and Merging Prospects 
  •  sales-i 25: Introduction to General Accounts 
  •  sales-i 25: Adding an Unplanned Call 
  •  sales-i 25: Introduction to Interactions 
  •  sales-i 25: Navigating the Home Screen 
  •  sales-i 25: Introduction to the Home Screen 

More videos are coming soon! Turn page notifications on for sales-i Quick Videos to be notified of updates.

  •  Live Learning - Creating Campaigns using Advanced Searches (Power Users and Team Leaders) 
    17 April 2025 2:00 PM (UK)
  •  (Missing Calendar Event) 
    17 April 2025 2:00 PM Central Time (US)
  •  Live Learning - Utilising our Campaigns through Enquiries, Google Maps and My Calls. 
    24 April 2025 2:00 PM (UK)

Review previous session recordings in Webinar Recordings 

Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM!

Customers React: The Tool That Helps Sales Teams Stop Guessing and Start Growing Movie camera

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Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes  for more details!


Zoom Webinar Support


Sugar Market is now integrated with SugarIdentity

SugarClub Release Updates Release Notes & Guides
  •  Sugar Market 25.4.0 has been released! 
  •  Sugar Market 25.3.0 has been released! 
  •  Sugar Market 25.2 has been released! 
  •  Sugar Market 25.1 has been released! 
  •  Sugar Market 24.17 has been released! 
  •  Sugar Market 24.16 has been released! 
  •  Sugar Market 24.15 has been released! 
  •  Sugar Market Release Notes
  •  Sugar Market User Guide
  •  SugarIdentity Guide
  •  Sugar Market Integration Guide
  •  Supported Platforms
  •  REST API Documentation
Training Sessions Blog Posts & Help Articles
  •  Join us for Sugar Market Academy! 
  •  Sugar Market Academy Recordings in SugarU
  •  Sugar Market Academy 
    7 May 2025 10:00 AM Eastern Time (US & Canada)
  •  Sugar Market Academy 
    4 June 2025 10:00 AM Eastern Time (US & Canada)
  •  Sugar Market Academy 
    2 July 2025 10:00 AM Eastern Time (US & Canada)

Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!

  •  Everything You Need to Know About the New Form Builder! 
  •  SugarCRM Connector for Sugar Market  
  •  Creating Forms  

Join Sugar Documentation & Resources for more upcoming useful updates!

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