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Choose an option below to see the important release information, especially for you! |
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Sugar Sell & Serve Users & Administrators |
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Sell & Serve Highlights These are just some of the new features and experiences available in Sugar Sell & Serve. Dropdown Editor has been updated and modernized to simplify and streamline the admin experience
Format dropdown lists to add style and make information stand out
Ability to add related records to the Record View dashlet based on the "Relate To" Flex Relate relationship
View recent Opportunity record changes to quickly understand how Opportunities change over time
Additional Highlights AI "Needed Follow-ups" shows meetings or calls that need to be followed up on, allowing users to easily open the record in a focus drawer
Create activities directly from the "Next Steps" section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets
Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings
Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions
Sugar Connect (Mail & Calendar Integration) Email data is now populated during record creation
Previously archived emails can now be archived to additional records using the "Archive With Options" functionality
Administrators can now define the language used for all outgoing Sugar Connect service communications
The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler have been updated to match the Sugar look and feel
Users can now choose whether embedded images are included by default in archived emails
SugarCRM Mobile App Users can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency
Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App
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Sugar Sell & Serve Developers |
| Blog Posts & Updates | Developer Guides |
| Event Recaps | |
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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sales-i |
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sales-i Highlights These are just some of the new features and experiences available in Sugar sales-i. Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports
Users can now filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM
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| Product Updates | Release Notes & Product Guides |
| Quick Videos & Updates | Training Sessions |
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Review previous session recordings in Event Recordings > sales-i Webinars Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM! |
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Sugar Market |
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Sugar Market Highlights These are just some of the new features and experiences available in Sugar Market. Search across all lists in Email Builder
Email template type consolidation
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| SugarClub Release Updates | Release Notes & Guides |
| Blog Posts & Help Articles | Training Sessions |
Join Sugar Documentation & Resources for more upcoming useful updates! |
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! |
