Sugar Spring ’19 (9.0) Now Available

Hot off the presses, Sugar 9 has arrived! Sugar 9 has been released and is now available for all on-site customers.

On Sugar 9 as summarized by SugarCRM Chief Product Officer, Rich Green:

“Empowering our customers to accelerate sales is at the heart of our new Sugar 9 release. As a business accelerator and innovator, our mandate is to consistently exceed our customers’ expectations and to thrill them with rapid delivery of new products and capabilities, feature enhancements and performance improvements. To that end, we have upped our game big time in Sugar 9, anchoring every new capability on acceleration. With these significant enhancements, customers can now collaborate and communicate more effectively, know more about their customers to quickly make better decisions, and do more with faster quotes and more automation. Most importantly, Sugar 9 really screams – like SpaceX fast – boosting performance throughout the product.

Whether the customer is an individual user or a senior manager, Sugar 9 offers game-changing enhancements to accelerate their business, allowing them to collaborate more, know more and do more.”

SugarCRM’s Senior Vice President of Product Management, Zac Sprackett, showcases key features available in Sugar Spring ’19 and Sugar 9 in the video below.

A brief summary includes major updates to:

SugarBPM (Formerly Advanced Workflow) Updates SugarBPM features are only available in Enterprise and Ultimate Edition
SugarBPM Enabling our customers to map out and enforce their business processes is a difference maker. Over the years, we’ve built an incredibly powerful BPM engine, and we’re taking it to a new level in Spring ’19. Our workflow engine is jam-packed with so many new BPM features that we’ve rebranded it as SugarBPM, allowing us to recognize the truly awesome breadth and depth of these new capabilities.
Enhanced Operators for “Listen” Events Global process termination settings can now listen for changes to a field, including changes to or from a specified value. This allows administrators to, for example, restart timed events by terminating a running process and starting it over when a certain field changes.
Tagging Support The tags feature, already commonly used in other parts of Sugar, is now available on record views and list views for SugarBPM modules (i.e. Process Definitions, Process Business Rules, and Process Email Templates) allowing for better organization and quick navigation for administration and maintenance of business processes.
Import and Export Improvements Process definitions with Gateway references to Business Rule actions will retain their business rule mappings when they are exported from Sugar Spring ’19 (9.x) or higher and then imported to another instance running the same or higher version. In addition, any tags that are applied to SugarBPM module records will export and import as part of the .bpm package.
Group Outbound Email Accounts
Shared Email Accounts Whether for Sales or Customer Service, CRM is a team game. Teams that want to communicate with their customers through a single channel can now create and send email from shared email accounts. Outgoing accounts created via the Emails module now include a Teams field, allowing users to share the outbound account with the right team or teams. Members of included teams will be able to send email from the new outgoing email account. By default, these accounts are assigned to the user’s private team. Shared outgoing email accounts can be quickly and easily set up by one person, and then instantly accessible to teams.
“Reply-To” Name and Email Address Users can now configure the “Reply-to” name and address in each outgoing email account.
Comment Log Updates
Collapsible Comment Log Entries Comment Log entries are now expandable and collapsible. Admins can configure how many characters to display by default. Comment Log Available on the Basic Template The Comment Log field is now available to be added to the record view layout in custom modules built using the Basic template.
Platform Improvements
Significant Application Performance Improvements One of the most important aspects of Sugar is overall performance. No matter how proficient users become at working in Sugar, they can only operate as quickly as the system allows them. We’ve made huge improvements this year in tuning Sugar so you can access the information you need in the moment you need it. API performance has been optimized with measurements showing improvements in List View performance of up to 600% with large datasets.

This release also includes additional fixes to address issues in previous releases of Sugar, detailed in the Ultimate, Enterprise, and Professional Release Notes.

Customers hosted in the Sugar cloud environment will receive further communication regarding their automatic upgrades shortly per the Sugar Cloud Policy Guide – Upgrade Policy.

Please visit the Supported Platforms page for a complete list of supported browsers and other platform information, and reach out to us with any questions!

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