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On May 17th, we had our Sugar Online User Group Meeting focused on the new features and enhancements in Sugar 7.7.
Make sure to mark your calendar for our next Online User Group meeting on July 19th.
Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.
Still have more questions about Sugar? Feel free to reach out to our team here, and we’ll be happy to answer!
The only conversion options that you have has to do with what happens to notes in the system. While a record is considered a lead someone may place calls or add notes to it so the question is do you want to leave the notes with the lead record or do you want to convert it with the conversion onto the accounts and contact records. There is a new option that you can configure as an administrator that allows you to either leave it the way it is or move it to the new records that are created.
For installations of Sugar Professional, the old workflow functionality is slated to go away. Originally it was scheduled for removal in 2016, which has now been extended to Workflow in Professional edition well into 2017 (we are estimating third quarter of 2017) where you will see versions without workflow being released.
If you have non-Sugar users with Sugar Enterprise you can publish information so they can see it in the portal.
This has not been changed and still works the same way it has been in the past. There are ways to create custom duplicate checking in Sugar including our Detect Duplicate Records During Import. It is possible to create custom duplicate checking on any field in Sugar or rules such as if the first 3 digits of the zip code is the same, then flag it as a duplicate based on the zip code. Duplicate checking is standard and with Sugar it has to be an exact match on the field that was specified.
With Sugar On Demand you have the rights to have up to 100 concurrent portal users (in our webinar we referenced 500 users, which was incorrect).
Yes, they will be pushed out on a rolling schedule. If you would like it sooner you can put in a Support request with SugarCRM Support.
There is the menu navigation where you have the most recently viewed Sugar Knowledge Base article. If you would like to see breadcrumbing, you can submit ideas for new features to SugarCRM in their Community Forum.
Our next meeting topic will be sent out at the beginning of July in our newsletter along with a separate invite.