Sugar Sell 14.0 (Q2 2024) Release Notes
Overview
This document describes the changes and functionality available in Sugar® Sell 14.0.0 (Q2 2024). 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 14.0 article.
Feature Enhancements
Features Common to All Sell Editions
The following features and enhancements are included in all editions of Sugar Sell 14.0.0 (Q2 2024):
Report and Dashboard Templates
- Report and Home dashboard templates: New role-specific report and Home dashboard templates give you a jumpstart on using Sugar to its full potential by providing relevant information for your role (e.g., as a sales rep).
- Template integrity preserved: Report and dashboard templates can be viewed as is or duplicated and then configured to your specific needs, but to preserve the initial state of the templates for future use, they cannot be edited or deleted.
- Filter templates: Find the list of all templates that can be used as a starting point for your own reports and Home dashboards by filtering the Reports or Dashboards module on the new Template checkbox.
Users
- Reset User Password: For instances without SugarIdentity, administrators can now prompt a password reset email to be sent to users from the Users record view.
- Users module default list view dashboard: When administrators are viewing the Users list view, they will now see a default dashboard with two List View dashlets, one for active users and another for group users.
Sales Console
- Inline edit improvements: Inline edit is now enabled for the Sales Stage and Expected Close Date fields so they can be updated and their values cascaded down to their revenue line items quickly and conveniently.
User Interface
- Comment Log field updates: The availability and usability of the comment log has been improved.
- Comment log in quotes: The Comment Log field is now available to add to your Quotes module layouts.
- Comment log in preview: For all modules that have the Comment Log field, it is now available to add to your Preview layout.
- Comment log scrollbar: A vertical scrollbar is added to the Comment Log field to preserve space and allow you to view all comments for the record when there are a lot of entries.
- New filter operators: You now have more ways to filter your data with new list view filter operators.
- The filter operators “after today” and “before today” can be used when filtering Date and Datetime field types.
- The filter operator “contains” can be used when filtering default and custom TextField field types.
- New list view filters: New default list view filters are available in the Cases, Leads, Opportunities, and Tasks modules.
Additional Capabilities in Sugar Sell Advanced
In addition to the shared Sell features listed above, customers upgrading to 14.0 Sell Advanced with the Intelligent Lead and
Opportunity Prioritization capabilities will have these additional features:
Intelligent Lead and Opportunity Prioritization
- SugarPredict dashlets in focus drawers: The Leads Conversion Prediction and Opportunity Close Prediction dashlets can now be added to focus drawers.
Additional Capabilities in Sugar Sell Premier
In addition to the shared Sell features and the Sell Advanced features listed above, customers upgrading to 14.0 Sell Premier will have these additional features:
Enhanced Forecasting
- Dashboard filters for Sugar Discover dashlets: You can now use dashboard filters to control run-time filters on Sugar Discover dashlets alongside Report dashlets on Home dashboards, allowing you to filter all your reports with a single filter.
- Focus drawers in pivot tables: Enhanced Forecasting pivot table reports displayed on Sugar Discover dashlets are now equipped with focus drawers so that you can drill into your data without losing the context of the report.
Fixed Issues When Upgrading From 13.3 (Q1 2024)
The following issues are resolved in this release. Case portal users can use the following links for more details about each issue:
- 94404, 93369: When Sugar's email settings is configured to use Google mail via OAuth2, emails may fail to send because the refresh token is not returned from Google.
- 94297: If the Users list view is customized, it may be blank or formatted incorrectly after upgrading to 13.3.
- 94216: When sharing a link to the record (e.g., Accounts) via email, the Cancel, Save Draft, and Send buttons may be misaligned on the Compose Email window.
- 94193: When activities in a Smart Guide contain sub-activities, the assigned user's avatar image does not display as expected for the sub-activities.
- 94059: Geocoding a record (e.g., Meeting) containing calculated address fields that pull address data from the related record (e.g., Accounts) may not work as expected.
- 94037: For instances that do not use SugarIdentity, enabling the LDAP or SAML authentication in Admin > Password Management does not expose the "LDAP Authentication Only" or the "SAML Authentication Only" checkbox option in the Advanced tab of the user's record.
- 94036: For Sugar versions 13.3.0 and higher using PHP 8.2, creating a one to many relationship between a custom module and another module (e.g., Accounts) does not display a subpanel for the related module in the custom module's record view as expected.
- 93960: Quotes downloaded as PDFs may not be formatted correctly for Sugar versions 13.3.0 and higher.
- 93957: Clicking an Action Button to open a URL may result in a 500 error if the record contains a calculated field containing a
related()
function. - 93954: In certain circumstances, creating a recurring meeting or call may result in a 500 error.
- 93894: In certain circumstances, multiple fatal errors may get logged in the sugarcrm.log file when accessing legacy modules (e.g., Users, Teams, Schedulers) in Sugar.
- 93849: When the Smart Guide Points field value has been changed for a task in the Smart Guide, the Scoring field value in the parent Smart Guide stage does not reflect the correct total until the stage is saved.
- 93846: When fetching records via the Filter API, the
next_offset
and the number of records may not be accurate. - 93843, 93803: Users assigned a role with Admin & Dev access to the Users/Teams/Roles module are improperly restricted from viewing data in the Users modules and see an error.
- 93756: In certain circumstances, users may experience unexpected behavior when accessing certain views (e.g., Audit Log, Historical Summary, Search and Select drawer) in Sugar.
- 93751: When executing a process, the process' record view may not properly display the record (e.g., Opportunities) if that module's record view layout is displayed using tabs.
- 93665: The Smart guide due date calculation does not work as expected when the minus (-) sign is used in the Due Days value to subtract the number of days from the Due Date field.
- 93653: When paginating between pages of results on a module's list view, clicking the Refresh button may cause unexpected issues.
- 93543: When a report is generated as a PDF, any line breaks in TextArea fields may get removed improperly.
- 93444: In certain circumstances, customers may encounter PHP fatal errors in Sugar when using PHP 8.2.
- 93372: When logged in to Sugar with the French language, the Distribution Method field label is translated incorrectly in Admin > Inbound Email.
- 93237: In certain circumstances, filtering the report using a date field (e.g., Date Created) that is using the YYYY-MM-DD format may return no results in the report.
- 93160: The quote's grand total amount does not get calculated correctly when a quoted line item is removed from the quote.
- 93115: When logged in to Sugar with the Chinese language, the Define Calendar Day dialog box in the Calendar module may display incorrect translations.
- 93021: When Action Buttons are used to create a new record and the target module (e.g., Opportunities) contains a conditionally required field, the required field may appear blank even if it was configured to have a default value.
- 93003: Modifying an email template may cause the content in the Body field to be deleted.
- 92964: Fetching comment log entries using the RelateAPI may return empty results even if there are entries.
- 92911: Sugar does not support the French Canadian language for Pendo Guide messages and displays the message in English.
- 92790: When logged in to Sugar with the French language, the run-time filter text string that appears when adding a new filter in the Dashboard Filters panel is translated incorrectly.
- 92765: When creating a Data Archiver job, filtering by the date field (e.g., Date Created) using the "More than _ days ago", "Last_days", "Next_days" or "More than_days in the future" incorrectly shows a date field to populate instead of an integer field.
- 92759: When a dashlet (e.g., Opportunity dashlet) in the Focus Drawer is filtered to only display records related to the current record, the applied filter does not get preserved as expected when the page is refreshed.
- 92571: Sugar Automate continues to remain enabled in Sugar even though the Sugar Automate license has been removed from the user.
- 92133: When the Cases module's record view layout is customized in Studio using the dropdown-field-based views, the portal may use this layout instead of using the portal record view layout for cases.
- 91301: When editing the Currency field on a module's record view, the names of the available currencies are cut off in the dropdown list and does not display the full name.
- 91128: Drilling through a report chart of opportunities grouped by their fiscal quarter expected close date may use the default fiscal year instead of the time period defined in the forecast configuration.
- 90470: When a Customer Journey Template is copied and there are tasks, meetings, or calls using the Assignee Rule set to "Specific Activity Completed", the duplicated template will use the original template's Assignee Rule Activity, which causes the assignment rule to fail.
- 89727: The SugarBPM process sends all emails using the system email account's email address instead of the email address of the user specified in the Send Message event.
- 89432: If a custom text field in the module has a display label with a large number of characters (e.g., 800), no tooltip appears when you hover over the field.
- 89194: Users are improperly allowed to edit calculated fields in Focus Drawers.
- 87908: For instances that use SugarIdentity, the Reset Multi-Factor Auth option improperly appears during a user impersonation session.
- 87346: When generating a quote from an opportunity's Revenue Line Items subpanel, attempting to edit the line item in the Quotes record view does not work as the fields (e.g., Quantity) are read-only.
- 86790: When creating a Process Email Template and using the Fields Selector tool, the First Name and Last Name fields are not available to select for the related Users module's fields.
- 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.
- 80970: When the Start event criteria for a process definition is set to evaluate that an Integer field is not null, a value of "0" in the field will incorrectly evaluate as a null value and cause the process to not trigger.
- 80488: Resetting the list view filter for a date field (e.g., Date Created) does not work as expected.
- 78153: The Default Value setting is available to configure for the Calls/Meetings Email Reminder Time and Popup Reminder Time fields in Studio even though the default is determined by the user in their User Preferences.
Known Issues
Click the link below to expand or collapse the 14.0.0 (Q2 2024) known issues list.
14.0.0 (Q2 2024) Known Issues
The following known issues are present in version 14.0.0 (Q2 2024). Case Portal users can use the following links for more details about each issue:
- 94951: Sugar Actions that are configured to trigger a smart guide may not successfully be triggered if the action takes place in the mobile application.
- 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.
- 94395: When a dashboard template with dashboard filters is duplicated, the dashboard filters do not control the Report dashlets as expected. As a workaround, re-create the dashboard filters on the duplicated dashboard.
- 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.
- 94136: Double clicking on a record's row in the subpanel of a custom module does not open the inline editing mode as expected.
- 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.
- 93157: When a quote record contains multiple quoted line items, saving one of the quoted line items improperly removes the other quoted line item records.
- 93076: For instances that have Activity Stream enabled, attempting to access the Home page activity stream may not load as expected.
- 92477: DateTime fields may be calculated incorrectly in reports when accounting for daylight savings time (DST).
- 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.
- 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.
- 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.
- 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.
- 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 14.0.0 (Q2 2024) that may affect developers.
Supported Platforms
For information on supported platform components, see Sugar 14.0.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 | ✓ | |
13.3.0-to-14.0.0 | 13.3.0 | ✓ |