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Recent Sugar Enterprise Updates

Sugar Enterprise and Professional Q1 2022 are Live

Rich Green
7 minute read time

SugarCRM is excited to announce the release of Sugar Enterprise and Sugar Professional Q1 2022.

Highlights of Sugar Enterprise 11.3.0 (Q1 2022) include the following feature updates: 

  • Updated user interface: We have revamped Sugar with a more modern look and feel! The improvements include a sharp, new font and updates to UI elements in dashboards, dashlets, list views, record views, and dark mode. This release also includes updates to the look and feel of graphic charts for reports and dashlets, improving speed, animation, and color palettes.
  • Re-designed Admin page: The Admin page's user interface has been refreshed to give it a clean style, new icons, and easier navigation. The Admin page also now includes a search box so that the admin links and the corresponding description can be located quickly and easily.
  • Dropdown-conditional record view layouts: Administrators can now define record view layouts that will change based on the value selected from a given dropdown field on the record.
  • Forecasting at the opportunity level: New fields have been added to the Opportunities module to allow for forecasting at the Opportunity level. "Forecast" lets you cascade the Forecast value to the eligible revenue line item fields while creating or editing an opportunity. "Forecasted Likely" totals the value of revenue line items' Likely fields that have been included in the forecast. 
  • Lead Conversion Improvements:
    • Create revenue line items during lead conversion: Leads can now be converted faster by creating the entire opportunity from the Lead Conversion page. Multiple revenue line items can now be added when creating an opportunity during lead conversion compared to a previous limitation of one. 
    • View and add product catalog records: The Product Catalog and Product Catalog Quick Picks dashlets are now shown in the Convert Lead layout and can be used to add products to the Revenue Line Items subpanel. 

  • Send scheduled reports as CSV: As an alternative to PDF, you can now schedule a report to be sent as a CSV file - or as both a PDF and a CSV - by changing the File Type(s) field on the Report Schedules record view. 
  • Escalation improvements: When escalating an account or case, the record's related account (i.e., an account's Member Of field or a case's Account Name field) will be automatically added to the escalation. In addition, the import wizard can now be used to import escalation records into Sugar.

  • Sugar Market interactions in the Timeline dashlet: Customer interactions that happened through Sugar Market are integrated into the timeline dashlet, allowing users to be able to see the customers’ entire journey with their product and brand.

Highlights of Sugar Professional 11.3.0 (Q1 2022) include the following feature updates:

  • Updated user interface: We have revamped Sugar with a more modern look and feel! The improvements include a sharp, new font and updates to UI elements in dashboards, dashlets, list views, record views, and dark mode. This release also includes updates to the look and feel of graphic charts for reports and dashlets, improving speed, animation, and color palettes. 
  • Re-designed Admin page: The Admin page's user interface has been refreshed to give it a clean style, new icons, and easier navigation. The Admin page also now includes a search box so that the admin links and the corresponding description can be located quickly and easily

 

 

  • Send scheduled reports as CSV: As an alternative to PDF, you can now schedule a report to be sent as a CSV file - or as both a PDF and a CSV - by changing the File Type(s) field on the Report Schedules record view. 
  • Review the Sugar Professional Release Notes to learn more about all of the new features and enhancements in this release, as well as additional fixes to address issues in previous releases of Sugar

Customers will receive further communication regarding their automatic upgrades shortly per the SugarCloud Policy Guide - Upgrade Policy as this release represents the next step in the SugarCRM quarterly feature delivery model, providing accelerated delivery of new innovations for customers hosted on SugarCloud. Please visit the Supported Platforms page for a complete list of supported browsers. 

Additional Documentation & Release Notes

To learn more about this release, please review the following content: 

Sugar Q1 2022 Developer Resources

Our Developer Advocacy team has made available the following resources to assist developers with the changes associated with this release:

Any additional questions should be directed to the Dev Club in SugarClub or emailed to developers@sugarcrm.com.

To ensure you are up-to-date on the latest information about Sugar Enterprise and Professional, please join the Enterprise & Sell group in SugarClub, or the other product-specific groups in Explore for additional updates.