Sugar Community Edition 6.3.0 Release Notes
Overview
This document describes the changes and acknowledgments for Sugar Community Edition 6.3.0.
For information on Sugar installation, upgrade, and conversion packages, see this Knowledge Base article.
Changes in Sugar 6.3.0
New features, enhancements, and other changes in Sugar 6.3.0 are as follows:
Enhancements to User Import Wizard
The following are new features of the User Import Wizard in Sugar 6.3.0:
| • | Sample .csv file for easier import of data — Sample .csv file available for users to use as a template for import of files |
| • | Retain settings from previous imports — Users can save/preserve import file properties, mappings, and duplicate check indexes from previous imports for ease of current data import process |
| • | Ability to accept both database name and display labels of drop-down and multi-select field items — Field labels as well as database names are displayed during data import for ease of the end-user |
| • | Ability to accept both usernames and full names in user fields during import and export of data — Full names of Users displayed for Assigned To and other User-related fields in exported .csv file for easier identification of user records |
| • | Display rows matching existing records during Duplicate Check and allow users to select which to create new records — Display rows in import file that contain data that match data in Sugar, to identify the potential for creating duplicate records in the system |
| • | Efficient handling of failed imports — Table of rows in import file that were not imported due to errors display in Import Results page |
| • | Ability to auto-detect file properties in import file — Users can upload import files without specifying file properties such as tab, comma, double and single quotes, date and time formats, making the process simpler and faster |
| • | Verification steps with snapshot view to confirm import file properties and mappings — Additional page of records from the uploaded source data is displayed in tabular form enabling the user to verify that fields have been parsed correctly, before starting the mapping process |
| • | Alerts for incorrect import file type — Alert message is displayed when file type of import file is incorrect and also prompts the user to recommended file type |
| • | Alert when import file contains more than specified maximum number of rows — Alerts are displayed before the import process begins, notifying the user of the file size exceeding the permitted limits, providing an opportunity to the user to modify the file size and improve the success rate of the data import |
| • | Only mapped fields are displayed as indexes for Duplicate Check — Duplicate Check page displays only fields that have data mapped in the import file to use as indexes. This prevents users from using non-mapped fields as indexes and eliminates confusion. |
| • | Ability to use any fields (custom or standard) as indexes for Duplicate Check — Appropriate and useful set of indexes are available for the Duplicate Check feature in all supported modules (custom or standard) |
| • | Ability to import contacts from external sources such as Google — Ability to import Gmail contacts into the Contacts module, relate Sugar records to Google contacts, and communicate with Google contacts from within Sugar |
Activities-handling during Lead conversion
The following enhancements have been added to activities-handling during Lead conversion in Sugar 6.3.0:
| • | Select modules for moving activities — Users can select which module to which module to move activities related to Leads during conversion |
| • | Select modules for copying activities — Users can select which modules to copy activities related to Leads during conversion |
| • | Do nothing with Lead-related activities — Lead-related activities remain with the Lead after conversion and are not copied or moved to the newly created records |
Administrator enhancements
The following abilities have been added for users with administrator (admin) privileges in Sugar 6.3.0:
| • | Admin Import Wizard — Link for Import Wizard in the Admin area for administrators to import records into any module (custom or standard) |
| • | Enhanced activities-handling during Lead conversion — Ability for system administrators to select Move, Copy or Do Nothing option for all users |
| • | Rename Tabs page changed to Rename Modules page — Rename Tabs page is now Rename Modules page to control the name of the module across the application |
| • | Mass Update ACL — Administrators can control user access to Mass Update feature per module through Roles |
| • | New OAuth Keys link in the Admin area — New OAuth Keys link in the Admin area to manage OAuth Consumer Keys |
| • | Enable or disable the AJAX UI — Use the Configure AJAX User Interface link in the System Settings page to enable and disable the AJAX user interface for specified modules |
Other/Miscellaneous enhancements
Additional changes in Sugar 6.3.0 include, but are not limited to, the following:
| • | Improved AJAX UI performance — The AJAX UI enables navigation through most of the Sugar application without requiring full page refreshes. This results in improved performance with reduced page rendering times. |
New issues in Sugar 6.3.0
For more information on a bug or to provide feedback, use the SugarCRM Bug Tracker located at http://www.sugarcrm.com/support/bugs.html.To view the complete list of bugs fixed in this specific release, run a search using 6.3.0 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 6.3.0 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.
Supported platforms
For information on supported platform components, see Sugar 6.3.x Supported Platforms.
Acknowledgments
SugarCRM would like to thank the following community members for their help in resolving issues in Release 6.3:
- Cedric Mourizard, Synolia
- Eric Wikman, Epicom
- Frank Saguma
