We want your teams to be able to experience the redesign the way that it was designed to be experienced - smooth and at ease!
Here are some suggestions we have for you [@Alex is there any way we can get the 1 - 3 to be a little more prominent visuals, almost like "check off" items to guide the customer through each of them]:
Check out the new experience
- Take 3 minutes to check out the new experience in a special preview instance, instructions here
Plan to set aside time for testing and any remediation needed
- We plan to upgrade customer sandboxes starting late January 2023 and will offer 4-5 weeks of sandbox testing (as opposed to the standard week of testing) to instances that have customizations ahead of the production upgrade. As always, Sugar will email in advance to begin scheduling upgrades.
- If you do not have a sandbox environment, please email support@sugarcrm.com to request one
- If your developers manage your Sugar instance and you are not partnering with Sugar's Services Team or a Sugar Authorized Partner for development resources, view our complete Technical Guide Here
- If an app or integration for Sugar uses a Module Loadable Package (MLP) that includes a custom Header or Footer, the following is needed:
- Refactoring your customization manually to use the new components accordingly.
- Updating your module manifest to indicate compatibility with Sugar 12.3 and greater
- Possibly maintaining two versions of your addon/MLP (prior to 12.3 and 12.3+)
Show your users what's coming
- Plan a brief session with your end-users to show them what's coming!