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Sugar Sell 13.2 (Q4 2023) Release Notes

Overview

This document describes the changes and functionality available in Sugar® Sell 13.2.0 (Q4 2023). Sugar Sell is available in three Editions: Sugar Sell Premier, Sugar Sell Advanced, and Sugar Sell Essentials and is only available for SugarCloud (Sugar-hosted SaaS) deployments.

For information about any changes to existing functionality in this release, you can also refer to the What to Expect When Upgrading to 13.2 article.

Feature Enhancements

Features Common to All Sell Editions

The following features and enhancements are included in all editions of Sugar Sell 13.2.0 (Q4 2023):

Timeline Dashlet
  • Timeline in more modules: The Timeline dashlet can now be added to nearly all Sidecar modules, including custom modules, and is displayed in the record view dashboard by default for most out-of-the-box modules.
  • More modules available to be displayed in the timeline: Any module with a many-to-one or many-to-many relationship with the target module can be displayed in the Timeline dashlet; admins can use Studio to choose up to ten module relationships, including custom modules, to show for each target module.
  • Track more field updates: Changes to more fields in each module are tracked in the timeline, allowing users to quickly be informed of important updates to the record.
  • Search the timeline: A search bar has been added to the Timeline dashlet, allowing users to search the timeline of activities across all displayed modules to find relevant information much more quickly.
Integrations
  • Microsoft SharePoint integration: You can now interact with your SharePoint files via the Cloud Drive dashlet from any dashboard in Sugar if an admin has configured the Microsoft connector in your Sugar instance.
  • Apply DocuSign templates in Sugar: You can now apply a DocuSign template to the Sugar document you are sending to DocuSign so that everything defined in the saved template (e.g., roles, fields) is applied to the new envelope, saving you time when sending similar envelopes.
  • Name DocuSign envelopes: When sending a document to DocuSign, you can now choose a unique name for the DocuSign envelope to distinguish it from other envelopes.
Administration
User Interface

Additional Capabilities in Sugar Sell Advanced

In addition to the shared Sell features listed above, customers upgrading to 13.2 Sell Advanced with the Guided Selling capability will have these additional features:

Guided Selling
  • Assignee displayed on smart guides: Smart guides now display the assigned user's name and avatar at the top of the smart guide when viewed in a record view.
  • Link existing activities: You can now link existing task, meeting, and call activities to your smart guide rather than just creating new ones.

Additional Capabilities in Sugar Sell Premier

In addition to the shared Sell features and the Sell Advanced features listed above, customers upgrading to 13.2 Sell Premier will have these additional features:

Enhanced Forecasting
  • Search reports by tags: When adding an Enhanced Forecasting report to a Sugar dashboard, you can now search by tag to more easily find the report you want.
  • Time slicers available for Enhanced Forecasting reports: You can now add a slicer to allow end users to filter the timeframe included in a report. Note that this capability requires configuration by a SugarCRM representative or partner.
  • New fields are automatically available to use: Custom fields created after Enhanced Forecasting was set up will now be available to use in Enhanced Forecasting reports. Note that using the custom fields requires configuration by a SugarCRM representative or partner.
  • New snapshot created daily: Snapshots of your instance are created daily between 12:00 a.m. and 1:00 a.m. local time for your instance. Previously, a snapshot was recorded only if a change had been made in your instance.

 

Fixed Issues

The following issues are resolved in this release. Case portal users can use the following links for more details about each issue:

  • 92846: Editing and saving a PDF template containing table width values greater than 100% (e.g., 210%) in HTML may revert the width back to 100% resulting in unexpected issues on the template.
  • 92726: When creating dashboard filters, you cannot add revenue line items as run-time filters as the report dashlet appears blank. 
  • 92699: In certain circumstances, scheduler jobs may fail with an error. 
  • 92648: Copying a note record with an attachment removes the attachment from both note records and deletes the attachment record from the database along with the actual file in the uploads directory.   
  • 92640: Adding a custom text field as a display column in a rows and columns report may cause issues with the pagination and not display the page/record count. 
  • 92631: In certain circumstances, opening a summary-type report may result in a PHP warning.
  • 92613: SugarBPM process definition may improperly create duplicate Smart Guides and result in an error. 
  • 92611: When  a scheduled Matrix report that contains 3 Group By columns is empty, the report gets deactivated.  
  • 92600: In certain circumstances, adding a comment to a new quote and its quoted line items, then editing/saving one of the quoted line items may return a 500 error.
  • 92589: Modules that do not have tile view configured by default will display "No data available" unless the values in the Available Values and Hidden Values columns in Admin > Tile View Settings have been edited in some way (i.e., rearranging values, moving values between columns).
  • 92588: Tiles in adjacent columns may shift to the left when using drag and drop in tile view.
  • 92587: The tile disappears behind other columns when using drag and drop in tile view.
  • 92570: Users that do not have a Sugar Automate user license cannot view activities created by smart guides.
  • 92532: When scheduling reports using the "[Data Table]" or "[Chart and Data Table]" options, the emailed report may contain hyperlinks on the record names even though it should not be linked.  
  • 92516: The Forecast Stage field gets removed from the Opportunities module's list view layout after upgrading.
  • 92448: In certain circumstances, drilling through report charts for a Summation With Details report grouped by a MultiSelect field may return no results. 
  • 92423: The Terminate Process condition may not terminate process definitions as expected even though the condition is true.   
  • 92358: When all available CRM solution licenses (e.g., Sugar Sell Advanced) are assigned to users, administrators are unable to assign Automate, Hint, or Maps licenses even though there are available seats.  
  • 92331: Required dependent dropdown fields are not marked as required in the record view layout when creating or editing records.
  • 92326: When a report contains multiple name fields, having the report result sorted by default by one of the name columns may cause the report generation to fail with an error.
  • 92304: In certain circumstances, inline editing the revenue line item records following the first record in the Revenue Line Items subpanel may not save the changes as expected.  
  • 92246: When creating cases from inbound emails, Sugar may run into performance issues, if the inbound email accounts are configured to distribute cases in a round-robin fashion to a user on the Global team.
  • 92181: When calculated Text fields are created using the countConditional function, if non-array values are used in the formula, PHP warning messages may get logged improperly. 
  • 92006: Records with custom AutoIncrement fields may not pull up in Global Search results as expected.  
  • 91977: Unexpected issues may occur when designing a new process definition for modules (e.g., Leads, Opportunities) that are disabled for Sugar Automate in Admin > Sugar Automate Settings.
  • 91850: Users assigned a role with Developer access are unable to create or edit Smart Guide templates.
  • 91811: Records containing custom dependent fields that are conditionally required may run into errors when saving as the formula always evaluates as true. 
  • 91793: Clicking the View Categories option in the Knowledge Base module tab does not open the list view layout to search and view categories.
  • 91765: Clicking "Cancel" in the Report Wizard takes you back to the Reports list view instead of the current report record.  
  • 91537: In certain circumstances, accessing dashboards may display an error when upgrading Sugar. 
  • 91404: When multiple quoted line items and comments are added, the applied order of the quoted line items may not be respected. 
  • 90560: Geocoding does not work as expected in custom modules containing custom Address fields.
  • 90523: When hide_admin_licensing is set to "true" in config.php, a PHP Fatal error may occur when navigating to the Admin page.  
  • 90464: The Check Inbound Mailboxes scheduler stops working after processing up to 16 inbound email accounts and returns an error for any additional email account it tries to retrieve email from. 
  • 89990: When changing the role-based availability for the sales_stage_dom list in the Dropdown Editor, attempting to disable any of the existing options in the list does not work.   
  • 89685: Tasks marked as "Not Applicable" in Sugar Automate improperly displays in the Active Tasks dashlet.
  • 89103: The Website field on a lead populates with http://undefined when you enter an email address, click into another field, then click the global import button in the top right corner of the Hint panel.
  • 88512: When logged in to Sugar using a language other than English (US), certain parts of the Doc Merge Template Assistant continues to display in English.
  • 87035: Certain modules (e.g., Business Centers, Shifts) do not appear in the list of modules in Admin > Search even though they appear in the Global Search modules list.  
  • 86037: Calculated field formulas may improperly get removed from modules (e.g., Opportunities) after an upgrade. 
  • 81044: Quoted line items created from quotes get assigned to the Global team by default instead of the user's actual default team.
  • 80246: In certain circumstances, unexpected behaviors may be seen when records contain calculated Relate fields that are marked as required.    

Known Issues

Click the link below to expand or collapse the 13.2.0 (Q4 2023) known issues list.

The following known issues are present in version 13.2.0 (Q4 2023). Case Portal users can use the following links for more details about each issue: 

  • 93177: When you send a document to DocuSign without a template, an inaccurate error prohibits you from moving past the "Select signer recipients" screen.
  • 92484: Scheduled reports may get deactivated in certain circumstances.
  • 92477: DateTime fields may be calculated incorrectly in reports when accounting for daylight savings time (DST).
  • 91023: The Search and Select Users drawer may not display the correct count of user records if there is an inactive user in the instance. 
  • 90931: When role permissions are modified for a user, the changes do not get applied until the browser cache is cleared and the user logs out and back in to their account.   
  • 88858: Unexpected email issues may occur in Sugar when using the Microsoft Exchange mail account as the authorized system email account.  
  • 90615: When logged into Sugar using a non-English language (e.g., French), changing the classification value for the sales_stage_dom list in Admin > Dropdown Editor may improperly change the classification values for the other list items. As a workaround, log in to Sugar with the English (US) language and manually update the classification of the list items to the correct values. 
  • 89728: In certain circumstances, opening the list view Mass Actions menu does not display properly on the screen. 
  • 89542: For instances wth a very large number of SugarBPM processes, trying to view the list of processes in the Process Management's list view may result in performance issues and fail to load. 
  • 89525: Selecting "All" from a record's related subpanel filter does not get preserved and reverts back to the last option chosen when logging out of Sugar.
  • 88957: In certain circumstances, performing a global search in Sugar may result in a 500 error.  
  • 88374: Attempting to reorder the columns in the Worksheet Columns Preview list view in Admin > Quotes Configuration does not work as expected. As a workaround, remove all the fields from the Worksheet Columns section then add the fields again to the section. 
  • 88366: When performing an advanced search in legacy modules (e.g., Users), the Status field may default to "NULL" causing search to not work as expected. 
  • 88261: Attempting to download a PDF file may fail if the PDF template contains an image that is hosted on a site using "HTTPS" in the URL. As a workaround, use an image that does not contain "HTTPS" in the URL. 
  • 87908: For instances that use SugarIdentity, the Reset Multi-Factor Auth option improperly appears during a user impersonation session.
  • 87602: In Sugar Enterprise, portal customization settings for the following features in Admin > Sugar Portal > Theme Portal are available but not applicable to the portal: the search bar, the banner, and the dashboard.
  • 87601: In Sugar Sell, portal customization settings for the following features in Admin > Sugar Portal > Theme Portal are available but not applicable to the portal: the search bar, the banner, the New Case button, and the dashboard.
  • 86285: In certain circumstances, users may experience unexpected behaviors when attempting to expland a subpanel or edit an empty Subpanel layout in Admin > Studio. For information on the workaround, refer to the issue's description in the case portal.  *
  • 85589: Saving the SAML settings may fail with an error "Maximum Length should be positive value" when the maximum length is not set for Sugar password requirements. 
  • 85246: Errors may get logged in the system after upgrading or installing Sugar when certain license data is missing.   
  • 84426: The Meeting Type field in the Meetings module does not reflect new values added to the Meeting Type dropdown list in Admin > Dropdown Editor.
  • 83796: SugarBPM processes always run after module-level logic hooks and it is not possible to configure them to run before logic hooks.
  • 83425: Custom Date fields in the PDF template may not respect the user's preferred date format. 
  • 82810: Fields based on non-existent or improperly defined custom field types may cause upgrades to fail.
  • 82361: Emails sent from SugarBPM's processes may not include the link to new lead records generated from a Web-to-Lead form even though the process email template contains a link variable.
  • 81722: Sorting the fields by the column header (e.g., Name) in Admin > Studio or Module Builder may result in CSRF errors being written to the log file.
  • 81382: Deleting a target list related to a large number of records may fail with an error. 
  • 81297: If a web-to-lead form gets submitted using an existing email address in Sugar, the email address may not be marked as "Primary" for the generated lead record. 
  • 80865: It is not possible to search by the Record Name column in Process Management.
  • 80001: Email messages sent via SugarBPM may display HTML formatting when records are created using SOAP/REST v4.1. It is recommended to use the latest version of the API.
  • 79009: When the targeted module contains a broken field, configuring an Action element in a process definition causes the Process Design canvas to time out.
  • 77719: If a process definition contains a Wait event that is relative to a date field, the process does not adjust for changes that may occur to the date field after the Wait event's initiation.
  • 77287: Performing certain actions (e.g., import, mass update) in Sugar may result in performance issues if there are numerous calculated fields to be updated in related records. As a workaround, add the following line to the config_override.php file to disable the related calculation field updates: $sugar_config['disable_related_calc_fields'] = true;. But keep in mind that the affected calculated values will not be updated and running Recalculate Values on related records. 
  • 77249: Guests may not get imported to call or meeting records as expected.
  • 77055: Attempting to mass update the user's outbound email client via Admin > User Management may not work as expected.
  • 73566: Calculated or dependent fields containing a related() function may not get calculated until after save for activity-type modules (e.g., Notes).  
  • 68112: Matrix-type reports display incorrectly when exported to PDF.

Developer

Please refer to the Developer Blog in the SugarClub community for a summary of the changes in version 13.2.0 (Q4 2023) that may affect developers.

Supported Platforms

For information on supported platform components, see Sugar 13.2.x Supported Platforms.

Upgrade Paths

Sugar Serve and Sugar Sell Upgrade Paths

The following upgrade paths apply to Sugar Serve and Sugar Sell Premier, Advanced, and Essentials: 

Package From Version(s) MySQL
New Installs ✓
13.1.0-to-13.2.0 13.1.0 ✓