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The Sugar Fall ’17 Update is Here

by Rich Green on October 23, 2017

4 minute read

Sugar Fall ‘17 has been released! This marks the beginning of a new chapter for Sugar’s cloud Relationship Management offering.  With this update, Sugar is introducing a quarterly release schedule – meaning they’ll bring new features to Sugar On-Demand every three months.  This will mean far more predictability and most importantly, the accelerated delivery of innovation for their cloud customers. Fall ‘17 is packed with exciting new end-user features and significant performance improvements.  

The list of new features list starts Drill Through Charts, a highly requested feature by Sugar’s customers. Users can now click into a specific segment of the chart to pull relevant data without needing to create a separate report. Not only does Drill Through save users a lot of time, it also adds a visually appealing interactivity to reports. Drill Through marks the next phase of reporting improvements that started off in Sugar 7.9.

Another exciting end-user feature is Shareable Dashboards. Now, you can manage dashboards throughout your organization and provide a clean and consistent Sugar experience across the board – dashboards can be shared, duplicated and defaulted (only admin users have access to default). 30 (28 for Sugar Professional) default dashboards have been included across various roles saving users a great deal of time in personalization and configuration.

And finally, Sugar is pleased to announce their brand new Emails module, built from their own Sidecar framework. This means filtering, tagging and previewing email content with ease. One of the most important advantages of Sidecar, aside from UX and performance, is access to the Intelligence Pane, which can be paired with Drill Through Charts for an additional level of convenience to emails in Sugar like never before.

Additional enhancements include:

  • SAML Enhancements
    • Sugar now offers support for a wider set of Identity Providers (Okta, OneLogin, ADFS, GoogleSSO) and have also provided a unified SSO setup experience on mobile and web app, giving users a simplified user experience – users can now log into Sugar from Okta (or other Identity Providers).  
  • Metadata Improvements
    • System wide changes made by the admin, such as modifying labels, changing currency settings etc. should no longer trigger metadata cache rebuilds resulting in reduced number of times the end user will be logged out of the system.
  • UX Improvements
    • The Contracts, Currencies, Shipping Providers, Tax Rates, Contract Types and Manufacturers modules have been migrated to Sugar’s Sidecar UI framework.
    • Advanced Workflow Business Rules have been given a new design and now have drag and drop reordering functionality giving users a productive way to create and update rules as business policies change.

If you are interested in more information on The Sugar Fall ’17 Update, please refer to the Sugar Fall Support Documentation.

This article originally appeared on SugarCRM's blog.

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