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Sugar Sell 14.2 (Q4 2024) Release Notes

Overview

This document describes the changes and functionality available in Sugar® Sell 14.2.0 (Q4 2024). Sugar Sell is available in four Editions: Sugar Sell Premier, Sugar Sell Advanced, Sugar Sell Standard, 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 14.2 article.

Feature Enhancements

Features Common to All Sell Editions

The following features and enhancements are included in all editions of Sugar Sell 14.2.0 (Q4 2024):

User Interface
  • Modern UI redesign: Sugar is reimagined to a beautiful new UI that makes your day-to-day tasks feel bright and fresh.
    • Color-coded navigation: The navigation bar uses a striking color palette to help you easily identify your frequently accessed modules.
    • Center pane focused: The modern blue background combined with thoughtfully enhanced UI elements helps you focus your attention on the content in the center of the screen.
    • Animation on hover: The added animation and pops of color on hover add a modern touch to your menu selections.
    • Enhanced dark mode: The elegant updates to dark mode mean that you can take advantage of the benefits of the feature while still enjoying the thoughtfully curated color palette in muted tones.
Reports

Additional Capabilities in Sugar Sell Premier

In addition to the shared Sell features listed above, customers upgrading to 14.2 Sell Premier will have this additional feature:

Enhanced Forecasting
  • Out-of-the-box waterfall report: The Forecast Changes Waterfall report is now available to track how opportunities created this quarter have evolved over the past seven days.

Fixed Issues

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

  • 95514: In certain circumstances, sugar logic that determines the state (e.g., required fields) of the fields in the record view dashlet tabs may not execute as expected.
  • 95483: When logged into Sugar using the German language, the Name field in Revenue Line items is translated incorrectly. 
  • 95386: When a large number of records (e.g., leads) are added to the target list using an existing report, the Date Modified value may not accurately reflect the exact date and time that each record was added.
  • 95283: When changes are made to an audited field in a module's record (e.g., opportunities), the latest audit log entry may incorrectly include all audited fields instead of just capturing the specific field that was changed.    
  • 95252, 94296: Certain text strings in the user interface may be translated incorrectly for certain languages (e.g., Italian, German).
  • 95138: After upgrading to Sugar 14.1, saving records using 1970-01-01 in date fields may result in an error.
  • 95087: When there is a high number of concurrent sessions in the instance, the license checks performed in the backend may cause unexpected performance issues.
  • 94531: A user assigned a role with access type set to "Admin & Developer" for Users/Teams/Roles may not be able to assign teams or roles to another user.
  • 94512: When logged into Sugar using the Firefox browser, the Tiny MCE text editor may not display the content as expected when accessing certain views (e.g., knowledge base record view) in the Knowledge Base module. 
  • 94232: The process definition validator may get stuck with an error when using a gateway element that involves a relationship to a module where the name is all lowercase.
  • 94110:  Merging a record containing a JPEG image using the "Doc Merge to PDF" option may not work as expected and result in an error.
  • 93242: Hard deleting email records may fail with an error for instances containing a large number of emails in the database.
  • 93076: For instances that have Activity Stream enabled, attempting to access the Home page activity stream may not load as expected.  
  • 93072: Chinese and other multibyte characters in the Calendar module may not display correctly in the PDF file when the calendar view is exported to PDF.  
  • 92477: DateTime fields may be calculated incorrectly in reports when accounting for daylight savings time (DST).
  • 92412: When merging multiple records using the "Doc Merge to PDF" option, the merge process may appear to stall in certain circumstances.
  • 91758: When a text field is deleted and re-created as a text area field with the same name, the text area does not allow more characters than what was set as the Max Size for the deleted text field.   
  • 90310: When logged into Sugar using the French language, certain SugarBPM action elements are translated incorrectly.
  • 89567: When a record view layout is displayed using tabs and there are tabs with more than 30 characters in the label, the text overlaps with the other tabs in the layout. 
  • 87640: In certain circumstances, using the Relationship Change Evaluations in the Start event for process definitions may not work as expected.
  • 86062: A translation error may occur for the Danish language in the Javascript language file.    
  • 85108: In certain circumstances, the sort order is not respected for Matrix reports when exported as a csv. 
  • 83202: When a target module record (e.g., tasks) associated with the process definition is deleted, the SugarBPM scheduler job may not work as expected and fail with an error. 
  • 82142: The body of the email and email template does not support plain text content.
  • 81730: If an email address is opted out on a record, the opted out status is not respected for any subsequent records using the same email address.
  • 68112: Matrix-type reports may display incorrectly when exported to PDF.

Known Issues

Click the link below to expand or collapse the 14.2.0 (Q4 2024) known issues list.

14.2.0 (Q4 2024) Known Issues

The following known issues are present in version 14.2.0 (Q4 2024). Case Portal users can use the following links for more details about each issue: 

  • 95722: Using the autofill functionality in the Microsoft Edge browser to fill in saved personal information may cause unexpected issues in Sugar's user interface.
  • 95572: Closed quotes in a currency other than the system default may update when currency rates are modified in Admin > Currencies.
  • 95523: In certain circumstances, the Due Date and Assigned to User fields may not populate with a value for activities (e.g., tasks) in Smart Guides. 
  • 95504: Replying all to an email improperly sends the email to the original sender as their email address is automatically included in the recipient field and cannot be removed. 
  • 95495: In certain circumstances, the SugarBPM process validator may fail with a 500 error for older process definitions.
  • 94903, 94853: In certain circumstances, upgrading Sugar may fail with an error.
  • 94749: The Comment Log dashlet incorrectly displays the username instead of the user's full name when the user is tagged in the comment log entry. 
  • 94709: When creating a report, entering an incorrectly formatted date in the date field causes the report generation to fail with an unmeaningful error message.  
  • 94707: Modifying the dropdown field (e.g., Sales Stage) value'sitem name maycause unexpected issues to occur in the module's tile view. For information on the workaround, refer to the issue's description in the case portal. 
  • 94665: When a user assigned to the SugarIdentity User Management role edits a regular user's record in Sugar, the message that appears on the screen does not direct the user to make certain changes in SugarIdentity as expected.
  • 94436: When a Group User is modified in Sugar, the changes do not save as expected. 
  • 94322: Users may encounter unexpected issues when PDF files contain images with spaces in the file names. For information on the workaround, refer to the issue's description in the case portal. 
  • 94194: The data tables in reports may appear blank and show no data.
  • 94192: Double clicking on a record's row in a custom module's list view does not open the inline editing mode as expected.
  • 94142: Attempting to delete a shared calendar from the Calendar module may not work as expected.
  • 93958: Matrix-type reports may improperly generate large amounts of messages in the sugarcrm.log file. 
  • 93648: In certain circumstances, the Timeline dashlet may fail to load with a persistent Loading message causing unexpected issues with the navigation bar.
  • 93631: When new panels are added to the record view layout while configuring the dropdown-field-based views in Studio, changing the panel label may improperly update the label of the other new panels. 
  • 93515: The mail server status continues to display "Authorized" in Admin > System Email Settings even though outbound emails may fail to send when the email settings is configured to use Google mail via OAuth2.
  • 93359: In certain circumstances, installing packages via Admin > Module Loader may fail due to an Elasticsearch error.  
  • 93055: Dropdown values with spaces in the display label cannot be moved into the Available Values column in Admin > Tile View Settings.  
  • 92217: The texts in the Product Catalog dashlet may not display properly making it hard to read. 
  • 92063: When campaign test emails are sent, users may notice unexpected issues with certain subpanels in the module (e.g., Accounts) that the campaign emails are related to.
  • 91975: Unexpected issues may occur when designing new Process Business Rules for modules (e.g., Leads, Opportunities) that are disabled for Sugar Automate in Admin > Sugar Automate Settings.
  • 91893: Adding a new filter to the list view dashlet does not apply the filter to the dashlet as expected. 
  • 91861: In certain circumstances, subpanels in Sugar may not behave as expected or not be configurable in Admin > Studio.  
  • 91283: Filtering the Emails list view using the From field does not return the appropriate results as expected.
  • 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. 
  • 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. 
  • 89878: The Forecast Bar Chart dashlet in the Forecasts module does not display any data for individual sellers. 
  • 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. 
  • 88957: In certain circumstances, performing a global search in Sugar may result in a 500 error.  
  • 88858: Unexpected email issues may occur in Sugar when using the Microsoft Exchange mail account as the authorized system email account.  
  • 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. 
  • 86285: In certain circumstances, users may experience unexpected behaviors when attempting to expand 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. 
  • 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. 
  • 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.
  • 81382: Deleting a target list related to a large number of records may fail with an error. 
  • 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.
  • 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.

Developer

Please refer to the Developer Blog in the SugarClub community for a summary of the changes in version 14.2.0 (Q4 2024) that may affect developers.

Supported Platforms

For information on supported platform components, see Sugar 14.2.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
14.1.0-to-14.2.0 14.1.0