What to Expect When Upgrading to 25.1
We have adjusted how we number new releases for clarity and consistency. Sugar Sell/Serve/Enterprise 25.1.0 is replacing the previous quarterly format of "15.0.0 (Q2 2025)". Please review our SugarClub post for more information.
Overview
Upgrades to Sugar 25.1 are available or required for instances according to the following guidelines:
- All instances hosted on Sugar's cloud service will be upgraded to 25.1.
- On-site 14.0.x instances have the option to upgrade to 25.1.
When preparing for your upgrade or deciding whether or not to upgrade, please keep in mind that there are some key features of 14.2 (Q4 2024) or 14.0 (Q2 2024) that have changed or may no longer be available in Sugar 25.1.x. Some of the items that are unavailable in Sugar 25.1.x may be made available in a future release. To help provide you with the necessary information, this article covers what to expect when your instance is upgraded from 14.0.x or 14.2.0 to 25.1.x.
Please refer to the appropriate section of this page for your upgrade scenario.
- Feature Disparity Between 14.2.0 and 25.1.x: For customers who are upgrading to 25.1.x from 14.2.0
- Feature Disparity Between 14.0.x and 25.1.x: For customers who are upgrading to 25.1.x from 14.0.x
For information regarding new functionality available in 25.1.x, please refer to the release notes specific to your CRM solution licenses (e.g., Sugar Serve):
For assistance with upgrading an on-site instance, refer to the 25.1 Installation and Upgrade Guide and Migration Guide.
Feature Disparity Between 14.2.0 and 25.1.x
14.2.0 (Q1 2025) features in the following categories have changed in 25.1:
Please refer to the sections below for further information on the changes.
Administration
| Feature | Sugar 14.2 Behavior | Sugar 25.1 Behavior |
| Sugar Market connector | Upload and install a module loadable package to connect a Sugar Market instance to Sugar. | Navigate to Admin > Connectors to connect a Sugar Market instance to Sugar. |
| Access to the Sugar Market integration is enabled after installing the MLP. | Access to the Sugar Market integration is enabled by license type. |
Dashboards and Dashlets
| Feature | Sugar 14.2 Behavior | Sugar 25.1 Behavior |
| Discover report dashlet | Drilling into charts in Discover dashlets navigates the user to Sugar Discover if they have Discover permissions. | Drilling into charts in Discover dashlets opens a focus drawer allowing users to gain additional insights into their reports without navigating away from Sugar. Users may click the Launch icon to navigate to Sugar Discover. |
| Cloud Drive dashlet | Users cannot set variable field pathing for the Cloud Drive record view dashlet when using OneDrive and Sharepoint. | Users are able to set variable field pathing for the Cloud Drive record view dashlet when using OneDrive and Sharepoint. |
Quotes
| Feature | Sugar 14.2 Behavior | Sugar 25.1 Behavior |
| Adding line items | Adding new line items to quotes places them at the bottom of the worksheet or group during creation, causing significant delay in loading times for quotes with many existing line items. | Adding new line items to quotes places them at the top of the worksheet or group during creation and moves them to the bottom after saving, significantly improving loading times. |
Feature Disparity Between 14.0.x and 25.1.x
14.0.x (Q2 2024) features in the following categories have changed in 25.1:
Please refer to the sections below for further information on the changes.
Administration
| Feature | Sugar 14.0 Behavior | Sugar 25.1 Behavior |
| Progress bar when uninstalling package in Module Loader | When uninstalling packages via Admin > Module Loader, the progress bar and log page appears once the uninstall process is complete. | The progress bar and log appears in a pop-up window as soon as you click "Commit" to visually show the progress of the uninstall process. |
| Name when creating a custom field | You can create a field with the name "processed". | "Processed" is a reserved system name and cannot be used when creating custom fields. |
| Prune Database on 1st of Month scheduler | When the "Prune Database on 1st of Month" scheduler runs, all soft-deleted records will be hard deleted. | When the "Prune Database on 1st of Month" scheduler runs, soft-deleted records will only be hard-deleted if they were last modified over 24 hours ago (the default time specified in the new prune_delay config setting). |
| Prune Old Record Lists scheduler |
The Prune Old Record Lists scheduler is active and runs as often as possible by default. Backend database entries older than 1 hour from the current date and time were removed from the |
The Prune Old Record Lists scheduler runs daily at 4:00 AM by default. Backend database entries older than 1 day (i.e., 24 hours) from the current date and time will be removed from the record_list database table. |
| Sugar Market connector | Upload and install a module loadable package to connect a Sugar Market instance to Sugar. | Navigate to Admin > Connectors to connect a Sugar Market instance to Sugar. |
| Access to the Sugar Market integration is enabled after installing the MLP. | Access to the Sugar Market integration is enabled by license type. |
Dashboards and Dashlets
| Feature | Sugar 14.0 Behavior | Sugar 25.1 Behavior |
| Discover report dashlet | Drilling into charts in Discover dashlets navigates the user to Sugar Discover if they have Discover permissions. | Drilling into charts in Discover dashlets opens a focus drawer allowing users to gain additional insights into their reports without navigating away from Sugar. Users may click the Launch icon to navigate to Sugar Discover. |
| Cloud Drive dashlet | Users are unable to set variable field pathing for the Cloud Drive record view dashlet when using OneDrive and Sharepoint. | Users are able to set variable field pathing for the Cloud Drive record view dashlet when using OneDrive and Sharepoint. |
Quotes
| Feature | Sugar 14.0 Behavior | Sugar 25.1 Behavior |
| Field set added to layout | The Currency Rate field is not on the record view layout by default. | The existing Currency Rate and the new Lock Conversion Rates fields are added to the layout as a field set by default. |
| Quoted line items currency rates | A quoted line item's currency rate is determined by the rate established in Admin > Currencies. | A quoted line item's currency rate is dependent upon the status of the Lock Conversion Rates field. |
| Adding line items | Adding new line items to quotes places them at the bottom of the worksheet or group during creation, causing significant delay in loading times for quotes with many existing line items. | Adding new line items to quotes places them at the top of the worksheet or group during creation and moves them to the bottom after saving, significantly improving loading times. |
Reports
| Feature | Sugar 14.0 Behavior | Sugar 25.1 Behavior |
| Colors assigned to dropdown field values in report charts | The colors assigned to dropdown field values in report charts vary across all reports and dashboards. | The colors assigned to dropdown field values in report charts are consistent across all reports and dashboards. |
User Interface
| Feature | Sugar 14.0 Behavior | Sugar 25.1 Behavior |
| User Profile | Open the user menu and click "Profile" to navigate to your user profile. | Open the user menu and click on your name and email address to navigate to your user profile. |
| Plain text email | The body of the email/email template only supports HTML content. | The body of the email/email template supports plain text and HTML. |
Notable Visual Differences Between 14.0.x and 25.1.x
The following section displays screenshots and brief explanations detailing some of the notable visual differences between Sugar 14.0.x and 25.1.x.
User Interface
In Sugar 14.0.x the navigation bar is blue with white icons and the remainder of the screen is mostly white:
In Sugar 25.1.x the navigation bar is white with a distinct color palette and the rest of the screen has a blue background and focused center pane:
The following table provides a side-by-side comparison of important changes from 14.0.x to 25.1.x:
| Feature | Sugar 14.0 Behavior | Sugar 25.1 Behavior |
| User Menu |  |
 |