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September 2025

September 2025

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

Sugar Sell & Serve
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  25.2 Release Notes for more details!


Dropdown Editor has been updated and modernized to simplify and streamline the admin experience

modernized dropdown editor screenshot

Format dropdown lists to add style and make information stand out

Formatted Dropdown Fields Formatting Dropdown Fields - Admin
Visual formatting of dropdown fields Admin view of configuring dropdown fields

Ability to add related records to the Record View dashlet based on the "Relate To" Flex Relate relationship

Screenshot showing the related records in a focus drawer

View recent Opportunity record changes to quickly understand how Opportunities change over time

Screenshot showing the changes of opportunities and how they have changed

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

Screenshot showing the needed follow-ups section

Create activities directly from the "Next Steps" section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets

screenshot showing the next steps section and creating activities

Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings

engaged contacts list screenshot

Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions

Roles menu in Sugar showing that access can be deactivated


Sugar Connect (Mail & Calendar Integration)

Email data is now populated during record creation

Screenshot showing Sugar Connect and creating a record from email

Previously archived emails can now be archived to additional records using the "Archive With Options" functionality

Screenshot showing the Archive to Email window

Administrators can now define the language used for all outgoing Sugar Connect service communications

Screenshot showing General Settings for Sugar Connect

The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler have been updated to match the Sugar look and feel

 Screenshot showing the updated scheduler landing page

Users can now choose whether embedded images are included by default in archived emails

Screenshot showing the General Options and that embedded images can be saved by default


SugarCRM Mobile App

Users can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency

Map with multiple stops in mobile view Mobile app showing selection of multiple stops Driving directions with multiple stops

Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App

Screenshot showing the mobile app opening links


Developer Information
Sugar Sell Sugar Serve
  •   Sugar Sell 25.2 is Live  
  •  Sugar Sell Release Notes 25.2
  •  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 25.2 Supported Platforms
  •  Sugar Connect Updates  
  •  Mobile App Updates  
  •  Sugar Discover Updates 
  •  Sugar Hint Updates   
  •  Sugar Serve 25.2 is Live  
  •  Sugar Serve Release Notes 25.2
  •  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 25.2 Supported Platforms
  •  Sugar Connect Updates 
  •  Mobile App Updates  
  •  Sugar Hint Updates  
News, Updates, & Events Help Articles & Training
  •  [ACTION REQUIRED] Sugar Sell 25.2.0 Microsoft Exchange Online Updates  
  •  Update to Known SugarBPM Issues Due to Non-Standard Configuration Changes  
  •  [Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2  
  •  Customer Roadshow - Berlin – 23 Oct 2025
  •  Customer Roadshow - Chicago – 6 Nov 2025
  •  The Future of CRM is Coming Fast and We’re Bringing it to You Live  
  •  A Smarter, Simpler Sugar Status Page Experience   
  •  Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way 
  •  What's New in SugarCRM: A Recap of Our Latest Webinar  

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!

Subscribe to Sugar News to be notified of important updates and information from SugarCRM!

Help Articles & Guides

  • What to Expect When Upgrading to 25.2  
  • Understanding Sugar's Release Cadence  
  • Package Builder and Deployer
  • Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet
  • Integrating With Microsoft Connector for Admins  
  • Creating Role-Based Dropdown Lists  
  • Troubleshooting Missing Data in Discover Reports  

Join the Sugar Documentation & Resources group for more useful updates!


Quick Videos

  •  Lead Prediction in Sugar Sell  
  •  How to Access SugarLive 
  •  Sugar Reports: "Is Anything" Operand 
  •  Show Distinct Report Results in Sugar  
  •  Personalizing Your Sugar View  
  •  Behind the Build: A Sugar Admin's Guide to Package Builder and Deployer  
  •  Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field 
  •  Sugar Discover - Create New Custom Report 
  •  Sugar Discover - How to Update a Sales Stage Name 
  •  Sugar Discover - How to Change a Calculated Field Definition 
  •  Sugar Discover - How to Replace a Field 
  •  Sugar Discover - How to Change a Field Name 
  •  Sugar Discover - How to Find a Hidden Field 
  •  Enhanced Forecasting in Sugar Sell Premier  
  •  Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports  
  •  Sugar Connect: How to Use Meeting Scheduler and Integrations 
AI Information & Updates

Release Updates

  •  Intelligence add-on is now built into Sugar  
  •  Engaged Contacts Section & More 
  •  Restrict User Access via Roles, Needed Follow-ups, & More  

Documentation

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

News & Updates

  •  Sugar Intelligence Add-On is Now Available to Enterprise and Enterprise+ 
  •  Introducing the Intelligence Add-on 
  •  Intelligence Add-On FAQs 

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

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Sugar Sell & Serve

Developers

Blog Posts & Updates Developer Guides
  •  Official Sugar REST API Postman Collection Is Live!  
  •  Updates to our Release Version Convention that affect Module Loadable Packages 
  •   Developer Guide 25.2
  •   Schema 25.2.0
  •  Sugar 25.2 Customization Guide  
  •  Modern UI Technical Guide  
  •  Mobile Developer Updates  
Event Recaps
  • Sugar 25.2 Developer Webinar Recap | Recording | Slides  
  • Tools & Techniques to Accelerate Sugar Development Recap |  Recording | Slides   
  • SugarBPM Best Practices Recap | Recording | Slides  
  • June 4th Dev Office Hours Open Table  Recap |  Recording | Slides   
  • Metadata Best Practices 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!

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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 25.2 Release Notes for more details!


Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports

Currency Selection - Admin Currency Selection - User
Currency Selection Screenshot

Screenshot showing a user view of multiple currencies


Users can now filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM 

1) Users can now select additional fields to add to the view 2) Required columns are added the view
1) Users can now select additional fields to add to the view 2) Required columns are added the view
3) Users can then apply a filter to that view 4) The view is updated to show the customer accounts based on the filter
3) Users can then apply a filter to that view 4) The view is updated to show the customer accounts based on the filter

Product Updates Release Notes & Product Guides
  •  sales-i 25.2.0 has been released!  
  •  sales-i 25.1.2 has been released! 
  •  sales-i 25.1.1 has been released! 
  •  sales-i 25.1.0.6 has been released! 
  •  sales-i 25.1.0 has been released!  
  • sales-i 25.2.0 Release Notes
  • sales-i Documentation
Quick Videos & Updates Training Sessions
  •  New Resource: sales-i Data Extract Guide 
  •  sales-i 25: A Day in the Life  
  •  sales-i 25 Extras: Adding Meaningful Insights To The Home Screen 
  •  sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins 
  •  sales-i 25 Extras: Nylas Email Sync Setup    

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

  •  Enquiries — Build Custom Reports with Confidence 
     2 October 2025 3:00 PM (UK)
  •  Alerts — Stay Ahead with Smarter Sales Rules 
    9 October 2025 3:00 PM (UK)
  •  Home Page, Dashboards & Insights — Make sales-i Your Own 
     16 October 2025 3:00 PM (UK)

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

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!


Search across all lists in Email Builder
Users can now search across all lists at once within Email Builder when selecting recipients, making it easier to find the people to send to

Recipients searching in Sugar Market

Email template type consolidation
The three email template types have been merged into a single view, with a Type field added to accurately reflect each template type

Screenshot showing all email templates in one place
SugarClub Release Updates Release Notes & Guides
  •  Sugar Market 25.12.0 has been released!  
  •  Sugar Market 25.10.0 has been released!  
  •  Sugar Market 25.9.0 has been released!  
  •  Sugar Market 25.8.0 has been released!  
  •  Sugar Market 25.7.0 has been released!  
  •  Sugar Market 25.6.0 has been released!  
  •  Sugar Market 25.5.0 has been released! 
  •  Sugar Market Release Notes
  •  Sugar Market User Guide
  •  SugarIdentity Guide
  •  Sugar Market Integration Guide
  •  Supported Platforms
  •  REST API Documentation
Blog Posts & Help Articles Training Sessions
  •  Available Now! The Certified Sugar Market Specialist Exam 2025 
  •  Understanding Nurture Builder 2.0 vs Nurture Builder 1.0  
  •  Improving Email Deliverability  
  •  ACTION REQUIRED: On-site Sugar Enterprise customers using the Sugar Market connector must not upgrade to 25.1.0 
  •  Retiring Bullhorn CRM Integration with Sugar Market  

Join Sugar Documentation & Resources for more upcoming useful updates!

  • Please visit Event Recordings > Sugar Market Academy to view recordings from previous sessions

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!

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