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Relationship Analytics for Sugar 1.2.0

Released on January 30th, 2017

Compatibility & Pre-Requisites

This release is compatible with, or requires as a minimum, the following components: • Sugar 7.9.0.0 or greater • ClientServices 1.1.0 or greater

  • Sugar 7.6.0.0 or greater
  • ClientServices 1.1.0 or greater

New Features

  • ClientServices
    • Improved Client API for TrustSphere information
    • Enhanced information services available to SugarCRM
  • Monitoring
    • Status dashlet provides status of application

Enhancements

  • Employee transition report
    • Ranks relationships to enable prioritising handover activities
  • Graphical ‘LinksWithin’ dashlet
    • Visualisation of connections
  • Data type handling
    • Handle TrustVault data for types other than email

Resolved Issues

  • SUGAR-35 : Update to ClientServices API
  • SUGAR-42 : Identify Contacts created from potential contacts list
  • SUGAR-46 : Add Resynchronize button • SUGAR-53: Sugar 7.8 compatibility
  • SUGAR-54 : Add graphical LinksWithin dashlet
  • SUGAR-58 : Improve dashlet accordians
  • SUGAR-59 : Rename TrustView hyperlink to Relationship graph
  • SUGAR-60 : Show TrustScore as percentage bar in Dashlets
  • SUGAR-61 : Voice data type integration
  • SUGAR-62 : Layout create-action renamed in Sugar 7.7
  • SUGAR-63 : Linked Accounts and Opportunity reliable update
  • SUGAR-66 : Transition report not visible

Known Issues

  • The TrustView link no longer opens a view within the TrustView application.

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