Earlier this year, SugarCRM announced a new release schedule. This change was driven by a commitment to product quality. The more frequent releases make it more important than ever to stay ahead of product updates so you can be prepared for upgrades. Here are five tips from W-Systems and SugarCRM to help you stay ahead of the four-yearly releases as an On-Demand customer.
First off, to make sure you stay in the know, make sure you continue to get updates on each quarterly releases by doing the three following things:
Once a new release is out, get ready to submit an upgrade request with Sugar support or with your Sugar business partner (such as W-Systems). SugarCRM provides the following guidelines for your upgrade request:
Here’s an example of the message to include in your request:
“Per the recent announcement on the community of the Summer ‘18 release being available, I would like to upgrade my Sugar cloud instance, [INSERT URL], to that release on [INSERT DATE] after [INSERT TIME, TIME ZONE]. Please also upgrade our sandbox, [INSERT URL], immediately so we can begin testing in the release. Thanks!”
We recommend you review the release notes for the new version to create a testing plan for your upgrade. You know your organization and its CRM usage better than anyone else--because of that, we recommend you test the following thoroughly:
Seven days prior to the upgrade, you’ll receive an email alerting you that your upgrade has been scheduled. It’s sent to sugar admins and any other configured emails (such as your Sugar partner).
P.S. If you need to update your configured email addresses, you can do that here.
You can submit a one-time support request to register your sandbox for auto upgrade. This provides you with immediate access to each Sugar release and ensures you have ample time to test Sugar prior to a production upgrade.
There are many important reasons to stay upgraded--to get access to Sugar support, to be on a version that receives bug fixes, and to continually invest in the CRM and treat it as an ongoing project. Hopefully--this post gives you some ideas of how to make it easier to stay upgraded. If you have any questions about upgrading, reach out to us here.