Sugar Enterprise 25.1.0 Release Notes

• 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.
• Enhancements for yearly calls and meetings: If you mark a reoccurring call or meeting as yearly, you can set the specific date it occurs (e.g., the first of February every year).
• Emails that fail to send are saved as drafts: If an outbound email cannot be sent, an error message will show and the email can be saved as a draft to be sent after the errors are resolved.
• Improved error messaging for emails: Inbound emails have improved error messaging to assist in troubleshooting if receiving emails does not work as expected.

• Package Builder and Deployer: This admin-only tool allows you to easily move configurations and customizations from one instance to another, such as from a development instance to a production instance.
• SugarLive for Enterprise: SugarLive is available to Enterprise customers, allowing administrators to set up the ability for users and customers to call or chat in the Sugar Portal or through their website.
• Streamlined Sugar Market connection: The Sugar Market connector is now built into Sugar and no longer requires installing and updating a module loadable package.
• Added support for Amazon OpenSearch: SugarCRM now includes built-in support for OpenSearch, and administrators can enable full-text search using the host and port info for the OpenSearch engine.
• UK region domain added to CSP directives list: The*.sugarapps.uk domain has been added to the list of default Content Security Policy (CSP) directives in the system.
  

• Exclude duplicate report results: A new "Show distinct results" checkbox has been added to Rows and Columns reports to filter out duplicates caused by related records matching report filters multiple times.
• Consistent report chart coloring: The colors assigned to dropdown field values in report charts are now consistent across all reports and dashboards.
• Column sorting in Report dashlet drill-through: You can now click a column header when drilling in to the Report dashlet to sort results in ascending or descending order.
• Two new report templates: The "AUDIT: Portal Enabled Contacts" and "AUDIT: User Status" report templates are added to the available customer service reports to provide insight into customer licensing data.

• Track account interactions: Improve your account relationships with immediate insight into the most recently held call or meeting, automatically displayed in the new Last Interaction field.

• Lock the currency conversion rates on quotes still in progress: You can now choose to lock the currency conversion rates on your quotes while continuing to work toward closing them so they do not change unexpectedly when the rates are updated in Admin > Currencies.
• Quote worksheet performance improvements: When your quote contains a large number of line items, adding more to your worksheet is now a faster and smoother experience.

• Additional count in consoles: When filtering on a metric tab in the Sales Console and Service Console you will see how many records are in your filtered subset within the context of your search.

• Sugar Hint available in UK: Sugar Hint is now available in the UK (eu-west-2).

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

• 96796: Creating a doc merge PPTX document with nested relationship syntax does not get merged as expected.
• 96706: Editing the visibility of a dropdown field via the visibility editor window in Studio may not work as expected.
• 96624: Cancelling the Smart Guide template may improperly change the status of a previously completed child task to "Not Applicable" and set its parent task to "Completed" even though not all children tasks' are completed.
• 96454: When the fiscal year start date is set to July 1st, the Current option in the forecast's time period selector does not display the correct current quarter.
• 96390: A validation error may occur for process definitions containing a condition using Relate fields (e.g., Teams) for events.
• 96306: Making changes to the call or meeting status in the Smart Guide may cause a cascading save event on all Smart Guide activities using the "Days From Stage Started" and reset them to the current day.
• 96240: When the logger config setting is modified in Sugar, it may cause users to get logged out unexpectedly with an error.
• 96144: An automated Quick Repair and Rebuild action may cause unexpected issues in Sugar.
• 96133, 95830: In certain circumstances, changing the opportunity model to "Opportunities" may cause unexpected issues in the instance.
• 96125: In certain situations, updates to a user's preferences could inadvertently override another user's preferences.
• 96110: When tile view is enabled for a module (e.g., Accounts) via Admin > Tile View Settings, the Tile View icon does not appear in the module's list view as expected.
• 96089: When creating/editing a campaign via the campain wizard, the Start Date & Time field may incorrectly display HTMLcode if the time format has been changed in user's profile.
• 96028: The search box on top of the Process Management list view appears smaller than expected.
• 96007: Attempting to upgrade Sugar to version 14.2.0 may result in unexpected errors.
• 95939: Validation errors may occur when using the Assigned To condition in the start event for process definitions.
• 95922: When using the Relationship Change start event for a process definition, the process may get triggered even though there is no related record added/removed from the target record.
• 95852: In certain circumstances, the System Email Settings page may appear blank in Sugar.
• 95839: Updates made to the Forecast Stage field does not get applied to the opportunity record nor its related revenue line items.
• 95818: Importing records (e.g., accounts) via the import wizard may fail with a 500 error for certain versions.
• 95806: The Smart Guide "Current Activity Task Subject" field does not display the current activity when added as a column in a report.
• 95795: When configuring Sugar's email settings using Exchange Online, the authorization may fail with an error.
• 95731: The fiscal year stat date cannot be configured on the Forecast Settings page after resetting the Forecasts module.
• 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.
• 95705: Enabling the SweetTranslator in config_override.php may cause unexpected issues in Sugar.
• 95679: In certain circumstances, when a quick repair and rebuild is performed automatically, it may cause the instance to become unresponsive.
• 95676: ExternalResourceClient encounters an unexpected error when using IPv6.
• 95670: When accessing the focus drawer dashboard, dependent fields may not work as expected in the module's record view dashlet (e.g., Cases) if it contains multiple dashlet tabs.
• 95662: Making the Notes Name field a calculated field may cause unexpected issues for note attachments.
• 95578: Renaming the target module (e.g., Revenue Line Items) associated with a process definition may cause unexpected issues when editing the Action elements within the Process Definition.
• 95572: Closed quotes in a currency other than the system default may update when currency rates are modified in Admin > Currencies.
• 95567: Attempting to collapse component elements via Admin > Styleguide (Lab) > Core UI Elements > Collapse may not work as expected and display a "Data not available" message.
• 95539: When logged in to Sugar using a Chrome browser with the Asia/Calcutta or Asia/Kolkata time zone, users may experience performance issues and other unexpected errors in the application.
• 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.
• 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.
• 95507: The Client Secret value for configured connectors (e.g., Google) improperly display in plain text in Admin >Connector Settings > Set Connector Properties.
• 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.
• 95483: When logged in to Sugar using the German language, the Name field in Revenue Line items is translated incorrectly.
• 95458: When creating a campaign email template, all Tracker URLs may not be available to select and insert.
• 95395: In certain circumstances, when a new record is created (e.g., contact), the success message that appears does not show the hyperlink to the newly created record.
• 95387: When running Sugar using a Oracle database, filtering a module's list view (e.g., Opportunities) using the "last X days" option (e.g., last 30 days) for a date field may result in a 500 error.
• 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.
• 95359: In certain circumstances, assignment notifications may fail to send to users assigned to Smart Guide task activities.
• 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).
• 95221: Relationship or related fields using the Required If formula may not get populated as expected when using Action Buttons.
• 95138: After upgrading to Sugar 14.1, saving records using 1970-01-01 in date fields may result in an error.
• 95124: The currency symbol and value may not be correctly aligned in report charts.
• 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.
• 94832: When a filter is applied in the Service Console's Cases tab, the total in the metric tab (e.g., My Team's Cases) does not get updated to reflect the correct count of records in the filtered list view.
• 94811: When a SugarBPM process containing a Change Field action gets triggered, the designated field's value (e.g., Description) does not get updated in the module as expected until the page is refreshed.
• 94746: Filtering the Leads list view using the My Leads filter does not return the correct results as expected.
• 94737: Configuring the forecast's settings (e.g., time periods) via Admin > Forecasts may cause unexpected errors to occur when accessing the Forecasts module.
• 94730: The SugarLive dashboard does not work and displays an error after Sugar upgrade.
• 94707: Modifying the dropdown field (e.g., Sales Stage) value's item name may cause 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.
• 94698: The SugarBPM process may improperly start inactive Smart Guides.
• 94695: The flex relate field may not display the corrrect label in the record view when editing certain modules.
• 94692: When editing a user record in a SugarIdentity-enabled sandbox instance, clicking the SugarIdentity link in the toast message does not open the users record in SugarIdentity for the correct tenant.
• 94658: When logged into Sugar using the Chrome browser and the operating system's time zone is set to "Asia/Calcutta", the Time Zone field in the user's profile appears blank.
• 94602: When call and meeting records are reassigned, the assignment notification email does not get sent to the user as expected
• 94573: The Executive dashboard is not available to access for users assigned to the Sell license.
• 94572: The decompression functionality, governed by the Email::supportsGzip method in modules/Emails/Email.php, fails to decompress the email data for on-site Sugar instances after migrating from SugarCloud.
• 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.
• 94515: Fields in the user record (e.g., Locale Settings) are cleared in the UI after linking a role to the user via the Roles subpanel and are then cleared from the database if the record is saved.
• 94512: When logged in to 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.
• 94509: The Date Entered and Date Modified date formats in the Sales and Service consoles does not use the date format configured in the user’s profile.
• 94461: In certain circumstances, creating a new record via the related record subpanel (e.g., Contacts) may not display the updated value in the calculated field on the parent record (e.g., Accounts) until the page is refreshed.
• 94436: When a Group User is modified in Sugar, the changes do not save as expected.
• 94406: When attempting to inline edit a field, clicking the left side of the pencil icon fails to open the inline editing mode as expected.
• 94395: When a dashboard template with dashboard filters is duplicated, the dashboard filters do not control the Report dashlets as expected.
• 94392: In certain circumstances, executing processes in an error state does not work as expected even though the issue that caused the error has been resolved.
• 94362: The CreateRecord Action in Action Buttons may fail if a field uses the "required_if" formula.
• 94349: When the quote’s currency is updated after initially saving the record, the Group Total continues to display the old currency symbol.
• 94342: In certain circumstances, inbound emails may fail to import to Sugar due to email data transfer encoding issues.
• 94335: When clicking on a segment of a report chart from the Report dashlet, the filtered list view in the focus drawer does not show the Preview button as expected.
• 94325: While in a custom module’s record view, using the DocMerge widget "Send Attachment" to send out a generated document may not work as expected and generate an error.
• 94245: Drilling through report charts may not work as expected and display "No data available" if the report is grouped by a relate field.
• 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.
• 94228: When a module’s record view contains numerous tabs (e.g., 9+), clicking the down arrow at the end does not display the additional tabs as expected.
• 94166: An unexpected issue may occur when variables are used in the Default Starting Path for Google Cloud Drive.
• 94142: Attempting to delete a shared calendar from the Calendar module may not work as expected.
• 94136: Double clicking on a record's row in the subpanel of a custom module does not open up the record as expected.
• 94127: In certain circumstances, performing multiple inline edits on the Users list view may result in a 500 error.
• 94114: Administrators may be unable to configure the modules (e.g., Accounts) for Sugar Maps via Admin > Maps.
• 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.
• 93970: Creating a process business rule with conditions using an Enum value does not save and results in a validation error.
• 93941: Changing the "Listview items per page" setting in Admin > System Settings may cause the Cloud Drive dashlet connected to Dropbox to break and display an error.
• 93940: Action buttons that are set to create a related record will fail with an error when used in focus drawer dashboards or module list views if there is any calculated value for setting a field.
• 93930: When an action button is configured to use a process email template, the template may not show any line separators as expected when the button is engaged.
• 93906: User tags do not display properly with the correct border, font color, etc. in comment logs.
• 93810: Attempting to copy a role-based layout using the "Copy from..." option in Studio for the record view layout may not work as expected and return an error.
• 93792: When attempting to inline edit a multiselect or tag field in the related-record subpanel or list view, the input field may not appear in the correct location.
• 93748: When a large number of outbound emails are sent at the same time, it may cause unexpected errors in the system.
• 93739: Clicking on a record's link (e.g., Account Name) in the module's record view (e.g., Opportunities) opens the field in edit mode before taking you to the record's record view.
• 93692: In certain circumstances, fields with visibility dependency formula may not display as expected in record view dashlets.
• 93617: Emails may not span the full width of the space in certain views (e.g., Timeline dashlet, preview) making it hard to read.
• 93542: If a field-level error occurs when working in the Smart Guide panel, the error message may display the field name instead of the display label in certain circumstances.
• 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.
• 93308: Filtering the module's list view (e.g., Contacts) by a relate field (e.g., Account Name) using "is empty" may not return any search results as expected.
• 93297: The Rows and Columns report does not properly respect the precision setting for Decimal-type fields and displays a number that is rounded incorrectly.
• 93242: Hard deleting email records may fail with an error for instances containing a large number of emails in the database.
• 93164: Trying to edit a large report may take a long time (e.g., 5+ minutes) to open in the Report Wizard.
• 93121: For custom AutoIncrement fields with a new "Auto Increment Next Value" (e.g., 100), the value incorrectly reverts back to "1" in Studio even though the value has been changed.
• 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.
• 93024: When multiple quoted line items are created for a quote record, clicking save on one of the quoted line items improperly removes the other quoted line item records.
• 92909: Certain translations for the Chinese language may be incorrect in Sugar.
• 92875: Custom modules that are deployed in desktop Sugar may not appear in the SugarCRM Mobile app as expected.
• 92822: If you copy a PDF template with a header logo and remove that logo before saving, a new PDF template without a name gets created in addition to the copied template.
• 92797: Deleted emails do not go to the trash folder as expected for inbound group mail accounts.
• 92604: When a user tries to save a new record using a custom Action Button that is configured to calculate a date field with a formula, an error occurs and prevents the record from being saved.
• 92590: Geocode jobs may not be processed in the correct order causing some jobs to be stuck in the queue.
• 92548: When multiple (two or more) emails are archived to the same case in the same inbound email scheduler run, SugarBPM processes that update the Pending Processing field may not work as expected.
• 92502, 91824, 91823, 91822: Users may experience certain accessibility issues when using a screen reader (e.g., VoiceOver, JAWS) in Sugar.
• 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.
• 92299: The order of comments and quoted line items in a quote document generated by Doc Merge does not match the order shown in the Sugar application.
  • Note: This issue is also fixed in all supported versions of Sugar.
• 92279: Using the "Copy from..." button to duplicate a customized layout in the dropdown-field-based record view layout in Studio may not work as expected.
• 92261: When a report scheduler is set to inactive by the scheduler, the customer is not notified of the deactivation nor does the date modified and the report_schedules_audit table reflect this change as expected.
• 91940: If a relate field is configured to be denormalized, changes to that field may be duplicated in the audit log.
• 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.
• 91755: Editing the label for custom Studio fields in the report’s Choose Display Summaries or Choose Display Columns steps does not update as expected.
• 91422: The revenue line items in the opportunities create view do not respect the settings defined in Forecast Settings range.
• 91220: Changing the parent record for a new record (e.g., Call) created via a module's (e.g., Cases) related record subpanel does not preserve this change and the new record continues to be related to the original parent record.
• 91164: SugarMaps filters do not work as expected for distance when records in different modules (e.g., Accounts and Contacts) share the same unique ID.
• 91085: Sorting by a relate field column in a module's list view or report may not work as expected and result in an error.
• 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.
• 90856: When the email template used for the compose email Action Button contains multiple email addresses in the To field, the email addresses may incorrectly get combined when using the Action Button in a record.
• 90615: When logged in to 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.
• 90380: In certain circumstances, the SugarBPM process may stall at the Receive Message event when the criteria is met for meeting records related to purchased line items.
• 90310: When logged in to Sugar using the French language, certain SugarBPM action elements are translated incorrectly.
• 90245: When a Process Definition is assigned to a group user, it cannot be saved and results in an error.
• 90032: When a multiselect field gets added to the Tile Body Fields via Admin > Tile View Settings, the Tile View incorrectly displays the multiselect field's item name instead of the display label.
• 90010: In a Record View dashlet with a tab listing related records in a focus drawer, it is not possible to sort the columns in the list tab.
• 89972: Dashboards in Sugar may break and not load properly for a user that is assigned a role where access is disabled for a module (e.g., Meetings) that is used in one of the dashlets.
• 89858: When composing an email using the Action Button and the email template it uses contains attachments, the sent email does not include the attachments as expected.
• 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.
• 89225: When impersonating a user in Sugar, the record view layout and Search and Select drawers may not display certain fields/buttons properly in the user interface.
• 88800: When using the API to add a new email address as the primary, the existing primary email address on file does not get unmarked as the primary resulting in multiple primary email addresses.
• 88680: In certain circumstances, reports may not properly respect the forecast settings.
• 88311: When using Action Buttons configured with a calculated datetime field (e.g., Due Date) to create new records, the date field may be empty for users that use certain Date Formats (e.g., DD/MM/YYYY).
• 87701: Fields in custom modules are improperly allowed to be named "processed", which can cause unexpected issues with triggering web logic hooks.
• 87640: In certain circumstances, using the Relationship Change Evaluations in the Start event for process definitions may not work as expected.
• 87362: When a process definition uses the Add Related Record action with the Assign To field set as "Supervisor", the process improperly assigns records to the current user's supervisor or the current user (if no supervisor) instead of the supervisor of the user assigned to the record.
• 87168: New group users are not available to select when creating new Process Business Rules in Sugar.
• 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.
• 83660: Changing the default email signature in Sugar may not get updated as expected and continue to display the old signature in emails.
• 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.
• 83072: A 500 error may occur when a currency field is set to a value of $0.00 by the SugarBPM Process and there is a calculated field based on this currency field.
• 82744: Hiding "My Items" from the Search layout in Admin > Studio may permanently remove the field from this layout and it cannot be added back.
• 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.
• 81466: When configuring a dropdown field’s visibility based on a parent dropdown, the order of the options in the secondary dropdown may not be respected.
• 81383: Using the Back button in the import wizard causes the page to go blank and an error gets added to sugarcrm.log.
• 80908: Performance issues may occur when adding a new quoted line item on a quote containing a large number of quoted line item records.
• 80393: The History dashlet avatar shows a broken image when the user has no avatar in their user profile.
• 80068: For users using the external email client, attempting to reply to an email with a large number of characters in the body may fail with no warning to inform the user of the issue.
• 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.
• 77603: In certain circumstances, replying all to an email may improperly add the original email address listed in the To field to the CC field even though that email address is already listed as the From address.
• 68112: Matrix-type reports may display incorrectly when exported to PDF.