New Features | SugarCRM v6.2

by dev on May 04, 2011

What’s New in SugarCRM v6.2?

New features, enhancements, and other changes in Sugar 6.2 are as follows:

  • New Connectors
  • Sugar Dashlet additions and enhancements
  • My Activity Stream enhancements
  • Administrator enhancements
  • Studio enhancements
  • Other/miscellaneous changes

New connectors

The following connectors are new in Sugar 6.2:

  • IBM LotusLive* — Access IBM LotusLive meetings and files from within Sugar
  • Google Docs — Access Google Docs and upload documents to Google Docs from within Sugar
  • Cisco WebEx meetings — Manage and attend online meetings using Cisco WebEx within Sugar
  • GoToMeeting meetings — Manage and attend online meetings using GoToMeeting within Sugar

* Note: The IBM LotusLive Connector requires registration of your Sugar application with LotusLive. Registration will be available starting May 8, 2011 from within LotusLive. Information regarding how to register your Sugar application can be found within the Connector settings in the adminstration page in the Sugar application.

Sugar Dashlet additions and enhancements

The following are new to Sugar Dashlets in Sugar 6.2:

  • My Quotes and My Documents Sugar dashlets — These two new dashlets are available to add to the Home pages.
  • Auto-refresh data in Sugar dashlets — Individual users can set an auto-refresh interval per dashlet. Administrators can enable and disable auto-refreshing, as well as control the minimum auto-refresh interval that users are able to set.
  • My Sugar Feed dashlet is now known as My Activity Stream — See the list below for additions and enhancements to the Activity Stream features in Sugar 6.2.

Activity Stream Dashlet enhancements

The following are new to the My Activity Stream dashlet in Sugar 6.2:

  • Filter by records identified as “My Favorites”.
  • View user pictures within posts.
  • Reply to and delete posts.
  • Twitter and Facebook feeds — View a posts from a Facebook News Feed and/or a Twitter feed.

Administrator enhancements

The following abilities have been added for users with administrator (admin) privileges in Sugar:

  • Delete Private Teams — Admin users can delete private teams associated with deleted users. Deleted private teams no longer appear in the User selection lists.
  • Enable/Disable modules for Global Search — Administrators can select the modules that users can search when using Global Search. This includes both standard and custom modules that have been deployed in Sugar.
  • Display/hide available languages — Administrators are able to manage languages that are available to users.
  • Set system default theme — System default theme can be set by the administrator.
  • Change other admin passwords — System Administrators can change each other’s passwords.

Studio enhancements

The following enhancements have been made to Studio within the Developers Tool section of admin responsibilities:

  • Copy/Sync Edit and Detail Views — Modifications made to the EditView layout can be copied to the DetailView. The DetailView can also be synced with the EditView so that any changes made to the EditView are automatically reflected in the DetailView.
  • Create custom Relate fields to relate to Users — The Users module can be selected for custom Relate fields that can be used to relate records to Users.
  • Search for records using date and number ranges — Admin users can manage settings for date/datetime and number fields in order to enable users to run module searches on date and number ranges.
  • Calculated Fields — Formulas can be created to determine the values within fields. Date and Datetime fields and date-related functions are supported.
  • Dependent Fields — Formulas can be created to determine whether a field is visible within the EditView and DetailView layouts.

Other/Miscellaneous enhancements

Additional changes in Sugar 6.2 include, but are not limited to, the following:

  • New Javascript charts — A new charting engine is used in place of the former Flash engine. Charts are no longer Flash-based. HTML5 browser capabilities are used to render bolder, brighter images. Charts can be displayed in PDFs generated through HTML5-enabled browser in Reports.
  • Modules under the Campaigns and Activities tabs are split out into individual module tabs for easier access and navigation for the user
  • “Closed” records can be filtered out of ListViews by selecting a new “Open Items” checkbox in the module Basic Searches. Note: For upgraded instances with customized Basic Search layouts, the “Open Items” checkbox can be added using Studio.
  • Campaigns subpanel appears under Accounts to consolidate all campaign-related information associated with the account
  • “Create” icon/link to full EditView appears in module pages for quick access.
  • “Assigned to” field appears in Document records to specify an owner of the record. Note: For upgraded instances with customized Document layouts, the “Assigned to” checkbox can be added using Studio.
  • “Date Created“ field appears in default ListViews to indicate when a particular record was created and to enable sorting by the date in descending or ascending order. Note: For upgraded instances with customized Document layouts, the “Date Created” checkbox can be added using Studio
  • Capability exists for administrator to disable the Downloads tab in User Settings for all users.
  • Capability exists to map Account Addresses to both the Primary and the Other Address of related Contacts.
  • “rem“ link no longer appears in the Opportunity subpanel under Accounts.
  • “Print“ link/icon is now located at the bottom of each page.
  • “Help“ link is now located in the slider bar menu at the top of each page.
  • New “Back to Top“ link appears at the bottom of each page.
  • Right to Left (RTL) theme added to enhance the experience of languages that read from right-to-left.

Issues addressed in Sugar 6.2

The list of bugs addressed in Sugar 6.2 has been omitted from this document due to the large number. To view a full list or detailed information on a particular issues addressed in Sugar 6.2, use the SugarCRM Bug Trackerlocated at

To view the complete list of bugs fixed in this specific release, run a search using “6.2.0-Beta5” in the Targeted Release field. Look for the bugs marked “Fixed” in the Resolution field.

To report a new issue found in this release, use “6.2.0-Beta5” in the Found in Release field. Check the Bug Tracker for known issues prior to submitting bugs. You will be able to update existing bugs with additional information, as necessary.