July 2024

July 2024

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

market user
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Please review the Market section below for additional details about recent Sugar Market updates and enhancements. 

sell serve user admin

sell serve dev
  • Generative AI: Opportunity summarization & case summarization, including next best action recommendations
  • Service Insights Reports: Brand-new, out-of-the-box reports for all Sugar Serve users. These reports cover use cases such as SLA trends, time-to-close trends, and cases created vs cases resolved on a particular day.
  • Sugar Connect (Mail & Calendar Integration): New Meeting Scheduler landing pages (for easy & intuitive meeting scheduling)
  • Consistent Chart Colors across Sugar Sell
  • Ability to lock quote conversion rates
  • Product Catalog feature added to Sugar Serve
  • SugarCRM Mobile App: Timeline on Mobile, Link existing activities to Smart Guides (builds product parity with our desktop version)
  • Report Versioning is now available in Enhanced Forecasting, which comes standard with Sell Premier
  • SugarLive is now available for Self-Service portal

For more details about this release, you can also review  Announcing SugarCRM's 14.1 Release: New Service Insights Reports and AI-Powered Summarization Features and the Sell & Serve section below. 

Sugar Market

Quarterly Spotlight

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SugarClub Release Updates Release Notes
Sugar Market Guides Blog Posts & Updates
Training 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!

Join Sugar Documentation & Resources for more upcoming useful updates!

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Sugar Sell & Serve

Users & Administrators

Quarterly Spotlight

Generative AI: Opportunity summarization & case summarization, including next best action recommendations

Service Insights Reports: Brand-new, out-of-the-box reports for all Sugar Serve users

Sugar Connect (Mail & Calendar Integration): New Meeting Scheduler landing pages (for easy & intuitive meeting scheduling)

Consistent Chart Colors across Sugar Sell

Ability to lock quote conversion rates

Product Catalog feature added to Sugar Serve

SugarCRM Mobile App: Timeline on Mobile, Link existing activities to Smart Guides (builds product parity with our desktop version)

Report Versioning is now available in Enhanced Forecasting, which comes standard with Sell Premier

SugarLive is now available for Self-Service portal
AI Case Summary AI Opportunity Summary Service Insight Reports
Chart Color Consistency Report Versioning
SugarClub Release Updates Release Notes
Sugar Sell Guides Sugar Serve Guides
Events Help Articles & Training

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!

More articles are coming soon! Turn page notifications on for this page, July 2024, to be notified of updates regarding this release.

Join Sugar Documentation & Resources for more upcoming useful updates!
Blog Posts & Updates

AI, Connect, Mobile App, & More

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

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Sugar Sell & Serve

Developers

Blog Posts & Updates Developer Guides
Event Recaps Mobile Development

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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