Introducing Sugar 7.6
- Calls and Meetings user interface : Calls and Meetings now use the improved Sidecar framework.
- Scheduling calls with zero duration : Calls can now be scheduled in Sugar with a zero duration.
- Sugar Process Author™ : Sugar Process Author allows administrators to easily create digital forms and map out fully automated business processes using an intuitive drag-and-drop interface.
- Optional Revenue Line Items module : Administrators may now choose to enable Opportunities with Revenue Line Items or use Opportunities only via Admin > Opportunities.
- Role-based record views : Administrators now have the ability to restrict a user’s Record View layout (for Sidecar modules) by role via Admin > Studio.
- Role-based dropdown options : Administrators have the ability to control the dropdown options available to users when creating or editing a record in Sidecar modules via Admin > Dropdown Editor.
- Import of role-based customizations : Role-based record view and dropdown list customizations are now included in exported Studio customizations and can be mapped to the destination instance’s roles during installation.
- Column resizing : Column sizes for list views and subpanels may now be set by administrators. End users may adjust the admin-specified column sizes on list views, subpanels, etc. by expanding and collapsing the list view columns. Sugar will render the user’s preferred column size across sessions until the user removes or resets the relevant browser cookies.
- Arabic language support : Users may now choose Arabic as their preferred language in Sugar. The user interface will automatically adjust to right-to-left mode.
- Chart dashlet configuration options : The chart dashlet now has various configuration options (e.g. Chart type, Value placement, etc.) available to allow users to customize their chart dashlets based on their viewing preference.
- RSS Feed dashlet : RSS Feed dashlets are now available to display external RSS feeds on dashboards and intelligence panes.
- Project Tasks dashlet : The My Project Tasks dashlet is now available to add on dashboards and intelligence panes.
- Date field filters : Date fields (e.g. Date Created) can now be filtered based on Today, Yesterday, and Tomorrow values.
- Flex Relate field filters : Flex relate fields are now available when creating search filters in Sidecar modules.
- First Day of Week setting : The first day of week setting in user preferences is now respected by calendar pickers in Sidecar modules.
- Health check : All upgrades to 7.6 will have a health check performed to ensure that the Sugar instance is suitable for upgrade.
- Manufacturers module available in reports : The Manufacturers module is now available on the Reports module.
- Opportunity and revenue line item create : Instances with Revenue Line Items enabled can now create opportunities and revenue line items simultaneously.
- Additional schedulers added : The “Remove diagnostic tool files”, “Remove temporary files”, and “Remove temporary PDF files” schedulers are now available via Admin > Scheduler.
- Additional error-level logging added : Additional error-level logging added to debug performance issues related to session locking.
- Rebuild Sidecar Files repair : The Rebuild Sidecar Files repair option is now available via Admin > Repair.
- D&B pagination support : The D&B “Import and Enrich” and “Contact Information” dashlets now support pagination.
- IPO Date filter criteria added to D&B Build a List : The IPO Date field is now available as a filter criteria in the D&B IPO Data panel.
- Bulk import accounts for D&B Build A List : D&B Build A List for Accounts now allows multiple companies to be imported into Sugar at once.
- Ordering of user’s name in Assigned to field : The Assigned to field in advanced search for Legacy modules now lists the user’s name in order for non-English languages.
- IIS and MSSQL Support : Sugar 7.6 now supports IIS and MSSQL for new installations.
- OAuth 2 support for Google connector OAuth 2 authentication is now supported for Google connector.
- Collapse all subpanels option : Administrators now have the option to collapse all subpanels in Sidecar modules by default via Admin > System Settings.
- List View performance improvements : Experience faster load times when viewing and filtering Sidecar module list views.
- Process Author enhanced user variables : Process definition criteria can now be filtered by whether or not the record owner was the user who created or last modified the record.
- Process Author timed elements : Wait events in process definitions can now be configured relative to a record’s date created and/or date modified.
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