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Released on December 1st, 2016


This document describes the changes and functionality available in Sugar® Professional

Sugar is available for both On-Demand (Sugar-hosted SaaS) and On-Site deployments.

Administrator and End User

Feature Enhancements

The following feature enhancements are included in the release:

  • Additional recurrence types : Calls and meetings now have expanded types of recurrence available, especially concerning monthly recurrences.
  • Invitee missing email address indicator : Users will now be alerted of call and meeting invitees who will not receive email invites due to empty or invalid email addresses in Sugar.
  • Start date color coding in Calls, Meetings, Tasks subpanels : The start dates in the Calls, Meetings, and Tasks subpanels are now highlighted according to when their start date occurs.
  • Email address validation in Compose Email window : Email addresses are now validated when composing emails from Sidecar modules (e.g. via Emails subpanel in Accounts module) in order to detect any invalid emails.
  • Refresh option for list views and subpanels : Users now have the ability to refresh the records displayed in list views and subpanels by clicking the Refresh button to the right of the search bar.
  • Quantities of zero : Quoted Line Items and Product Catalog records can now have quantities of zero and allow for manual entry of fields typically calculated based on a non-zero quantity.
  • View Change Log option in Tasks module : Users can now view a history of changes to audited fields for task records.
  • Command key supported for keyboard shortcuts : The shortcut key now supports the use of "Command" for Macs.
  • Customizable shortcut keys : Users can now customize the key combinations which trigger Sugar's shortcuts via the Keyboard Shortcuts page.
  • Dependent fields respected in list view's intelligence pane : Dependent field formulas controlling a field's visibility are now respected when previewing records via the list view's intelligence pane.
  • Total for grouped data in report chart dashlets : Bar charts can now display the total for grouped data in report chart dashlets.
  • UTF-8 non-English characters supported for email address : Email addresses containing UTF-8 non-English characters may now be saved.

Fixed Issues

The following issues have been resolved in version

  • 67445 : Multiple panels cannot be added as expected to the Record View layout in Studio.
  • 69382 : Campaign tracker URLs may log campaign status entries with no recipient information when clicked from outside the campaign email.
  • 70815, 70890 : Custom relationship field values may not display as expected in related module subpanels.
  • 71289 : The Reports module may be missing from the Mobile settings page if the module was previously moved from the Enabled Modules column to the Disabled Modules column via Admin > Mobile.
  • 71797 : The meeting invitations may not display the ó character correctly when sent from Sugar logged in with the Spanish (Latin) language.
  • 72155 : Blank spaces may appear in record views when dependent fields are hidden in layouts (e.g. record view).
  • 72165 : When the import file includes the user name in the Assigned User Name field, the import may not complete as expected.
  • 72861 : The report chart may not display correctly in chronological order when the report is grouped by date fields (e.g. Date: Start Date).
  • 73025 : Changes made to audited custom relate fields do not display in the View Change Log as expected.
  • 73259 : Accepting or rejecting a recurring call or meeting accepts the first meeting or call in the series instead of the full recurring series.
  • 73490 : When a user's access to the Forecasts module is disabled, it improperly causes the Forecast Pipeline Chart dashlet to be unavailable to add even though the user has access to the Opportunities module.
  • 74004 : When sending emails, Sugar may display an error due to the SMTP server exceeding Sugar's default timeout. A new config setting, email_mailer_timeout, has been added where you can set a higher timeout value than the default 20 seconds, if needed.
  • 74423 : Dependent field value may not appear in the related record subpanels as expected even though the dependency criteria has been met.
  • 74431 : Downloading a quote to PDF may result in a TCPDF error if the PDF file includes a header image and spans multiple pages.
  • 74583 : When relating a quote record to a module (e.g. Tasks), filtering the Search and Select list view by the Account Name field may not work as expected.
  • 74585 : When the meeting's start date is changed, the date picker for the End Date field improperly retains the previous date and does not reflect the new updated date as expected.
  • 74623 : After upgrading, previously created integer fields with no default value defined may improperly display the field value as "0" after saving the record.
  • 74670 : Setting the Precision value to "0" when creating a Float-type field in Studio does not get preserved as expected and reverts back to "8".
  • 74746 : Logging into Sugar without using SAML for instances with SAML authentication enabled, may result in unexpected behavior upon log in.
  • 74812 : Records are incorrectly able to be deleted via PUT API calls rather than the correct DELETE method.
  • 74814 : Modified dropdown lists are improperly reverted after upgrading to and may cause the dropdown values to not display as expected.
  • 74961 : Records with calculated fields using the add() function may display an incorrect value of "NaN" and cause the record to not save as expected.
  • 74968 : Custom calculated currency-type fields may incorrectly prevent a record being saved when the fields used in their calculations are blank.
  • 75065 : Summation and Summation with Details reports may display incorrect whole-report totals.
  • 75066 : When a user who is assigned a role with no access to a particular field (e.g. Office Phone) tries to view a subpanel that is sorted by that field, the subpanel will display a "Loading..." message and not display data as expected for the accessible fields.
  • 75089 : Setting the Bar chart value placement field to "None" for the Saved Reports Chart Dashlet may not work as expected and continue to display the value in the bar chart.
  • 75204 : Summation or Summation With Details reports with a Display Summary sum of zero (due to positive and negative values being summed) may not display the report chart correctly.
  • 75217 : Creating or editing records (e.g. Accounts) with blank Decimal-type fields improperly populate with a value (0.00) upon save.
  • 75233 : Using the today() function in calculated fields improperly returns both date and time values instead of just the current date value.
  • 75247 : Dragging and dropping the Type field from the Default column to the Hidden column may cause the field to disappear from the list upon clicking "Save & Deploy".
  • 75282 : Dependent fields containing a related() function may improperly appear in the layout (e.g. Record View) even though the formula evaluates to "false".
  • 75306 : When attempting to create activities (e.g. meetings) via the Quick Create menu, the Unsaved changes warning message may unexpectedly appear.
  • 75307 : Contacts may be duplicated in a related account's Contacts subpanel when the contact is related to multiple accounts.
  • 75485 : The record's change log may not display the timestamp value correctly for Datetime fields that are marked as "Audit".
  • 75614 : Sorting may not work as expected for module list views (e.g. Accounts) filtered by "Recently Viewed".
  • 76098 : Sorting the My Archived Emails folder containing a large number of emails may cause performance issues when accessing the Emails module.
  • 76129 : When a module is renamed via Admin > Rename Modules, the Related to field in Sugar continues to display the previous module name instead of the new name.
  • 76147 : Editing a record improperly changes dropdown fields set to a blank value to NULL in the database upon save.
  • 76219 : Attachments may not get uploaded to the Amazon AWS ./upload directory or S3 bucket as expected.
  • 76407 : Modules may incorrectly appear in the navigation menus even when the module has been disabled from appearing in the menu by an admin.
  • 76449 : Dependent dropdown field may not display the correct value in SugarCRM Mobile and in the desktop version of Sugar if the selected dropdown value's item name includes a trailing space.
  • 76487 : Studio label changes may not be respected when multiple extension language files exist for the module.
  • 76561 : After upgrade to, custom filters on multiselect fields may not work as expected.
  • 76572 : Attachments uploaded to the subpanel (e.g. Notes) via inline edit may not open as expected and result in an error.
  • 76636 : When logged into Sugar with the Japanese language, changing the default time setting to a 12-hour time format (e.g. 11:00pm) may cause the Datetime field (e.g. Start Date) in modules (e.g. Calls and Meetings) to become uneditable.
  • 76660 : Clicking "Save and Send Invites" when modifying calls or meetings, only emails the Assigned To user rather than the entire invitee list.
  • 76703 : The "Show Active Users" and "Active User Count" report results may not display correctly on the Tracker Reports dashlet in the My Legacy Dashboard after upgrading from 6.x to 7.x.
  • 76728, 77529 : Inserting Tracker URLs may not insert the links correctly causing the link to not work as expected in the email campaign.
  • 76737 : Hovering over stacked bar charts (e.g. vertical) in reports (e.g. Summation report) may not display the corresponding percentage values as expected.
  • 76762 : Required, dependent fields may incorrectly appear in subpanels during in-line editing when the dependent conditions are not satisfied.
  • 76775 : Merging records assigned to more than 10 teams may cause the Merge Records page to display incorrectly.
  • 76931 : Changing panel labels via the module's layout (e.g. Opportunities Record View) in Studio may not update as expected after upgrading to
  • 77096 : Double clicking on module tabs (e.g. Contacts) may cause previously applied filters to not appear in the list view.
  • 77237 : The Active label may be translated incorrectly when logged into Sugar with the Norwegian language.
  • 77258 : Image-type fields in module records (e.g. Notes) may not display the uploaded image as expected.
  • 77400 : Email address fails to import to Sugar for any newly created records where a workflow triggers on.
  • 77452 : Custom checkbox values do not evaluate properly when used in Gateway decisions.
  • 77598 : When logged into Sugar with the Dutch language, the quote's tax may not get calculated properly and display $0 upon saving the record.

For more information on a bug or to provide feedback, use the SugarCRM Bug Tracker located at here. To view the complete list of bugs fixed in this specific release, run a search using "" in the Targeted In Release field. Look for the bugs marked "Fixed" in the Resolution field.

Known Issues

The following are known issues in version

  • 53969 : The Projects module does not have the option (star icon) to designate records as favorites. As a workaround, the Favorites option can be enabled by changing favorites from "false" to "true" in the ./modules/Projects/vardefs.php file.
  • 61338 : When test entries are deleted from the campaign, the related campaign emails that are sent to targets may not be viewable and display an error (Error retrieving record. This record may be deleted or you may not be authorized to view it).
  • 64880 : Certain fields (e.g. email address, phone, etc.) in the Users module may not be available to add as field variables in PDF templates.
  • 65527 : The SugarCRM® cube icon is used as the system-wide favicon even when "Display module icon as favicon" is enabled in Admin > System Settings.
  • 65647 : Users will not see updates to their avatar images without first logging out and back into Sugar.
  • 65674 : Selecting an item from the Recently Viewed list under the module tab does not correctly update the list to include the selected record.
  • 66209 : Help text is not being displayed.
  • 66520 : Notes may not be edited directly from the Contracts module's Notes subpanel.
  • 66573 : More than one user attempting to merge records simultaneously results in errors.
  • 66580 : List view loads may experience performance issues as quantity of records loaded increases.
  • 66826 : Numerical fields such as Bug Number may not be used with type-ahead functionality to generate a list of potential matches when relating records.
  • 66842 : Relate fields cannot be sorted as expected in the list view.
  • 66900, 67294 : Resetting the forecast time period does not set the current time period correctly and causes various issues in the application.
  • 66910 : The notification for Cases module does not include the case number as expected when triggered via the workflow.
  • 66995 : The Display server response times option is improperly available to select via Admin > System Settings.
  • 68024 : The Case Number, Date Created, and Created By field values for the Cases module may not get populated in workflow alerts that are triggered on first save.
  • 68095 : Text provided for Campaign Tracker URLs is unexpectedly shortened after the first 30 characters.
  • 68112 : Matrix-type reports display incorrectly when exported to PDF.
  • 68245 : Calendar dashlet may be missing from Legacy dashboard after upgrading to 7.2.0.
  • 68426 : New panels added to the Record View layout in Studio do not display the panel options (Display Type, Collapse?) until the layout is saved in Studio.
  • 68440 : Quick creating (e.g. Leads, Contacts, etc.) via the Emails dashlet on the Legacy dashboard opens up the legacy create view instead of the sidecar record view.
  • 68461 : Searching by non-primary email addresses in the module's list view (e.g. Accounts) does not pull up results as expected.
  • 68464 : Changes made to record view layouts via studio are not reflected when quick creating records until after the full creation view is used.
  • 68975 : Changing the order of subpanels via Admin > Display Modules and Subpanels does not preserve the order upon save.
  • 68979 : Changing the currency of a quote multiple times may introduce rounding errors to the line item price fields.
  • 69184 : Creating a custom field may not work as expected if there are numerous custom fields and large amounts of data existing in the module.
  • 69391 : Changes made to module names via Admin > Rename Modules are not reflected on list views columns for modules which relate to the affected module. The column names may be corrected individually by modifying each listview's column labels via Studio.
  • 69508 : Relating a new record via the Legacy module subpanel (e.g. Calls) in a module's record view (e.g. Leads) causes the Next and Previous buttons to no longer appear in the record view. Navigating back to the list view and selecting a record will correct the issue by restoring the buttons again in the record view.
  • 69801, 69918 : Changing the style attributes for table tags, image tags, etc. on email templates via HTML may result in parts of the code getting removed upon save.
  • 69982 : Old Value variables (e.g. {::past::Opportunities::sales_stage::}) inserted in workflow alert templates may not display the correct value in the email as expected.
  • 69985 : If a custom module has a relationship with an individual Activity-type module (e.g. Tasks), this related module may not be available to select when creating a workflow action to create a record in a module (Tasks) associated with the target module (e.g. custom module). As a workaround, create a one-to-many relationship between the custom module and the Activities module, and the appropriate Activity-type module (e.g. Tasks) will be available to select when creating the workflow action
  • 70024 : Scheduled reports may have incorrect or missing charts in the emailed PDF. Select "Print as PDF" from the report's Actions menu to see the updated chart.
  • 70106 : The Skype icon does not appear next to the phone number as expected when the SkypeOut integration is enabled.
  • 70124 : Studio's formula builder displays several undesired functions (getListWhere, isForecastClosed, isForecastClosedWon, and isForecastClosedLost).
  • 70389 : Tabbing while inline editing the address block in the record view does not work as expected as it does not tab through all the fields (e.g. state, postal code, etc.) within the address block.
  • 70542 : The "Show Completed Meetings, Calls, and Tasks" option is not available in Calendar > Settings, which can cause performance issues in the Calendar module for users who have a large number of activity records. Setting Admin > System Settings > vCal Updates Time Period to "-1" will relieve the performance delay, however this will prevent user availability information from appearing when scheduling a call or meeting.
  • 70553 : Disabling export via Admin > Locale does not remove the Export option as expected from the list view.
  • 70601 : Custom HTML files including javascript may not render correctly after upgrade to
  • 71446 : For opportunities, changes made to labels via Studio > Opportunities > Labels do not affect list view labels. Make changes to labels via Studio > Opportunities > Layouts > List View to modify list view layouts.
  • 71733 : Printing archived emails via the browser's print option may not display correctly.
  • 71807 : Studio layouts appear in reverse order when right-to-left themes are enabled.
  • 72000 : Changing the Admin user with user ID=1 to a regular user may cause the system index to not index records properly in Sugar. To resolve the issue, change the Admin user (user ID=1) back to a System Administrator User.
  • 72022 : The Projects module is incorrectly available to select via Admin > Mobile.
  • 72098 : Clicking the "Restore Default" button in Admin > Studio automatically saves and displays the out-of-the-box default layout despite not saving the change in Studio.
  • 72264 : Clicking on the opportunity's name in the Quotes detail view after downloading the quote to PDF improperly redirects to the home page instead of the opportunity's record view. As a workaround, right-click on the opportunity name after downloading the quote to PDF and the opportunity's record view will open accordingly.
  • 72286 : The Opportunity module's amount fields cannot accept negative values.
  • 72409 : When generating a report, labels may improperly overlap in the chart (e.g. Vertical Bar chart) causing the labels to be unreadable.
  • 72588 : Synchronizing the Google Calendar with the Sugar calendar may not sync the tasks as expected.
  • 72590 : The Due Date field may not be available to select when mass updating in the Tasks module. To resolve the issue, navigate to Admin > Studio > Tasks > Fields and disable the Mass Update option for the Due Date field then enable it again.
  • 72882 : When accessing Sugar using Internet Explorer, the date picker does not display properly and disappears when using the scroll bar on the page. As a workaround, scrolling with your mouse or trackpad will display the calendar picker properly.
  • 72887 : Customizing a role-list while creating a custom DropDown field in Studio causes the new field to not be saved. As a workaround, create and save the new field before making changes to any role-lists.
  • 72955 : Module loader does not prevent packages containing invalid characters from being uploaded to Sugar which can issues when upgrading to version 7.x as invalid characters are not allowed.
  • 72956, 73729 : Populating a target list by selecting a report for a module (e.g. Accounts) may not add all records as expected if the report contains a large amount of data.
  • 72962 : Dependent fields containing a related() function may cause the data to not display as expected in the module's list view.
  • 73009 : When the total file size in the ./upload/upgrades/module/ directory is large, it may cause performance issues in Admin > Module Loader.
  • 73301 : Attempting to edit Sugar Logic formulas with too many lines in the formula may cause an error ("Formula Builder: Error Loading Content") in Studio's formula builder. As a workaround, edit the formula to remove any line breaks.
  • 73468 : Time-elapse workflow may not trigger as expected when a date field (e.g. Expected Close Date) in the condition is set to a date in the future.
  • 73485 : Parent modules incorrectly appear in related module dropdown lists.
  • 73488 : Re-ordering list view columns does not work as expected for iPad and mobile devices.
  • 73492 : Sorting the Forecasts module by Likely, Best, or Worst fields may not sort by the base currency amount as expected.
  • 73689 : When users adjust the list view or subpanel column widths, the user's preferred column size may not be preserved if the browser window is resized.
  • 73891 : Attempting to reorder subpanels in the module's record view may not work as expected when logged into Sugar using Chrome on Windows. As a workaround, disable the "Enable Touch Events" option for Chrome and users should be able to drag and drop subpanels accordingly.
  • 73929 : Cases created from inbound emails may improperly display the case's description as HTML.
  • 74382 : The Case Summary dashlet may not work as expected and cause an internal server error if the account record has a large number of related cases.
  • 74421 : Passing text including an ampersand (&) into an API call may cause the call to fail.
  • 74475 : Clicking a button (e.g. Plus button) in the subpanel (e.g. Emails) before the module's record view completes loading may result in unexpected errors.
  • 74539 : Custom fields may not display as expected when previewing call and meeting records via the intelligence pane.
  • 74628 : Certain workflows using a Relate-type field in the condition may fail to load as expected and result in errors after upgrading to 7.6.x.x. As a workaround, run the following query in the instance's expressions table: UPDATE expressions SET exp_type="id" WHERE exp_type="relate" AND lhs_field="assigned_user_id"
  • 74687 : Avatar field marked as required in Admin > Studio may cause Sidecar modules to not save as expected and result in an error.
  • 74818 : List view column widths for custom modules may appear collapsed after upgrading from Sugar 7.5.x.x to 7.7.x.x. To resolve the issue, administrators can navigate to Admin > Studio to change the module's list view column width or users can manually resize the column widths via the module's list view.
  • 74919 : Performing certain actions (e.g. Quick Repair and Rebuild) in Sugar that rebuild the cache files may cause unexpected issues in the system if there are multiple users logged in and utilizing Sugar. As a workaround, perform such actions during off-hours where users are not utilizing the system.
  • 75254 : Printing reports (e.g. Summation With Details report) to PDF may not work as expected when logged into Sugar via a mobile browser.
  • 75258 : Mass updating or importing records (e.g. cases) that are related to records (e.g. accounts) with large datasets may result in PHP memory errors.
  • 75302 : Activities (e.g. calls and meetings) created via the Calendar module tab's actions menu may not appear in the calendar grid as expected. Reloading the web browser will display the newly created activity (e.g. call) in the calendar grid.
  • 75481 : When duplicating a PDF template via Admin > PDF Manager, the template's body is not visible. Save then edit the duplicate record to view and modify the template.
  • 75482 : Editing all recurrences of a call or meeting with invalid recurrence rules may result in unexpected behavior.
  • 75689 : Users assigned a role where access to the Contacts module is disabled may see the Import button improperly appear on the D&B: Contact Information dashlet which results in an error when clicked.
  • 75916 : Customizing JS and other core files may cause customizations to not work as expected after upgrading to 7.7.x.
  • 75937 : Users assigned a role where access to the Project Tasks module is disabled are improperly able to create project tasks via the Project Tasks subpanel.
  • 75939 : Importing a large number of records (e.g. 8,000) in Sugar may fail to import as expected. As a workaround, break up the import file into smaller batches with less than 5,000 records.
  • 75940 : Mass deleting more than 20 Account records with numerous related records may fail to delete as expected and result in an error.
  • 75960 : Running JSMin version 2.x (e.g. 2.0.1) in PHP may cause unexpected issues when utilizing Sugar. Reverting to JSMin version 1.x (e.g. 1.1.0) should resolve the issue.
  • 76007 : Inline editing the User field for records in the module's list view (e.g. Accounts) may display an error upon save for users assigned a role with View and Edit permissions set to "Owner". Reloading the web browser will resolve the issue and display the updated assigned user's name for the record in the list view.
  • 76040 : Certain modules may be marked as customized in Admin > Studio > Export Customizations after installing or upgrading to
  • 76067 : Certain meters (e.g. Standard Contacts, Family Tree, Accounts) in the D&B: Usage Meter dashlet may not show the used credit levels in green.
  • 76068 : The D&B: Usage Meter dashlet may not display correctly when the connector is enabled for the Standard license type.
  • 76107 : Generating Calls, Meetings, or Tasks reports grouped by "Day" for Date or Datetime fields (e.g. Day: Start Date, Day: Date Created, etc.) may result in a database failure error for certain database stacks (e.g. DB2).
  • 76113 : When accessing Sugar using Chrome or Firefox, clicking the "i" icon for Call, Meeting, or Task record cells on the calendar view may cause the calendar grid to appear blank and improperly display the more information pop-up window at the bottom of the screen.
  • 76124 : Users assigned a role with View permission set to "None" for a module (e.g. Contacts) may be able to preview the module record via the Search and Add drawer for Sidecar modules.
  • 76126 : When entering a dependency formula for a DropDown-type field, clicking the Cancel button on Studio's formula builder may not close the window as expected and result in an error.
  • 76130 : Printing reports with charts (e.g. Summation-type reports) to PDF may not display correctly when logged in with languages using right-to-left script (e.g. Arabic, Hebrew).
  • 76141 : When related record subpanels in Legacy module detail views (e.g. Contracts) are collapsed for newly created records, the double arrow icon may no longer appear for users to expand the subpanel. As a workaround, refresh the page and the double arrow icons will appear again.
  • 76151 : When viewing Sidecar module records in list view, Firefox users cannot click the "x" to cancel an applied saved filter as expected. As a workaround, apply the All {Records} filter to reset the list view.
  • 76166, 76167 : Users are improperly allowed to set the lead's status to "Converted" via the Leads subpanel and Mass Update panel.
  • 76494 : For some On-Demand instances, the Forecasts list view may not display as expected after upgrading to
  • 76524 : Dependent fields may not appear in the layout (e.g. Record View) as expected if the parent field (e.g. parent dropdown) is not present.
  • 76574 : Disabling and enabling modules via Admin > Search then scheduling a system index prior to saving may cause a 500 error to occur when performing a global search.
  • 76647 : Configuring the email settings and sending a test email via Admin > Email Settings may not work as expected when logged into Sugar with Brazilian Portuguese language. As a workaround, log into Sugar with the English (US) language to configure and send test email.
  • 76698 : Previously existing reports may not display the Primary Team Name field values (e.g. East) as hyperlinks after upgrading to Creating a new report including the Primary Team Name field will display the field values as hyperlinks as expected.
  • 76699 : When logged into Sugar using certain browsers (e.g. Internet Explorer 11), multiselect-type fields may not display properly when inline editing or mass updating the field via the module's list view.
  • 76779 : Removing the Guests field from the Calls or Meetings record view layout may cause the browser to load indefinitely when attempting to access the module's record view (e.g. Calls).
  • 76968 : Deploying packages in Module Builder may fail with an error when temp files are detected in the file system by the package scanner.
  • 77005 : The View Change Log option may disappear from the custom module's record view after upgrading to
  • 77015 : When using the SetRequired dependency, any required fields that are not completed do not get highlighted when in-line editing and saving the record.
  • 77100 : When defining the report's filter, the autocomplete may fail to pull up matches as expected.
  • 77205 : Viewing a page (e.g. list view) in Sugar without performing any actions for a period of time (e.g. 3 minutes) may cause an error message (Request Timeout: The server is not responding. Check your internet connection.) to appear unexpectedly.
  • 77260 : Session locking may cause performance issues in Sugar.
  • 77302 : Upgrades may fail due to queries posted by the upgrade exceeding the max_allowed_packet database setting.
  • 77311 : Subpanels may not work as expected after upgrading to if certain files exist in the instance.
  • 77340 : Removing the Expected Close Date column via Admin > Forecasts Settings may cause the forecast worksheet and the Forecast Bar Chart dashlet to display incorrectly.
  • 77362 : When creating or editing an alert email template for workflows, certain related modules may not be available to select as expected in the Related Module dropdown field.
  • 77673 : When logged into Sugar using Safari 9, clicking the team name (e.g. East) in reports may improperly open Sugar's home page instead of navigating to the team's detail view.
  • 77725 : List view loads may experience performance issues if dependent fields containing a related() function is added to the module's list view.


Development Changes

The following changes in release may affect developers:

  • The ['csrf']['soft_fail_form'] config secodeing now defaults to false and the ['csrf']['opt_in'] setting has been removed. This means that CSRF tokens are now enabled out-of-the-box. If necessary, developers can set $sugar_config['csrf']['soft_fail_form']=true; in non-production instances to disable enforcement of CSRF tokens, but FATAL notices will be generated in the sugarcrm.log whenever a CSRF authentication failure happens. For more information, please refer to this developer blog post.
  • The new config setting allow_oauth_via_get can be set to true to permit an oauth_token URL parameter to be used to pass the access token to Sugar's v10 REST API. The default value is false. This setting is provided for compatibility reasons, but enabling it is not recommended due to security concerns with passing session identifiers as URL parameters.
  • The new config setting email_mailer_timeout can be used to change how long Sugar will wait for confirmation from an SMTP server as the default value of 20 seconds may be insufficient depending on your email server's processes and needs.
  • For those Sugar Developers with access to Sugar Test Tools, Gulp is now used instead of Grunt for unit test automation. Refer to the Gulp website for more information.
  • The DashboardHeaderpaneView has been changed to extend from HeaderpaneView instead of from RecordView.
  • JavaScript source maps have been introduced for Sidecar libraries. The Sidecar source map will be loaded automatically by browser developer tools to allow you an unminified look at sidecar.min.js. This replaces the need for sidecar.js to be shipped with the product. Source Maps support may need to be enabled in your browser. For example, this Chrome Dev Tools page provides guidance for doing so in Chrome. The Sidecar source map is located at sidecar/minified/
  • Empty Sidecar components BaseLayout and BaseView have been added which can be useful for Sugar Developers who want to override existing Sidecar Layouts and Views without inheriting from an existing implementation.
  • Previously, the Preview components were initialized only when first rendering the page, which sometimes meant the Preview components were not properly initialized for the correct module when a record was previewed. The Preview components (such as the PreviewView) are now re-initialized and re-rendered whenever a preview icon is clicked to ensure it is properly initialized.
  • The oauth_token URL parameter can should longer be used with Sugar v10 REST API due to security concerns with passing session identifiers as a URL parameter. This parameter is now disabled by default. Please use the OAuth-Token HTTP header to pass access tokens to Sugar v10 REST API.
  • The default model class for Sidecar's Data.BeanCollection is now Data.Bean instead of Backbone.Model.
  • The parent Sidecar controller used with a Sidecar component can be controlled using the type property in view metadata. A warning has been added when new Sidecar controllers are created that only extend from a different parent controller since using the type property is preferred and will reduce use of browser memory and increase performance.
  • The Sugar user interface can now be embedded as an iframe within other websites.
  • The Sugar ModuleInstaller class can now be customized using the custom directory and is located at ModuleInstall/ModuleInstaller.php.
  • With the addition of new password hashing backends, legacy (MD5) password hashing is now disabled by default but can be enabled by using the $sugar_config['passwordHash']['allowLegacy']=true; config setting. A utility for working with new Sugar password hashing methods is available on Github.
  • Sugar installs will fail if an unsupported version of Elasticsearch is installed. Please review the Supported Platforms documentation for supported Elasticsearch versions.
  • The following commands have been added to the sugarcrm command line interface:
    elastic:explain  Return search results with the "explain" details to show relevance score. 
    password:config  Show password hash configuration.
    password:reset   Reset user password for local user authentication.
    password:weak    Show users having weak or non-compliant password hashes.
  • The SugarQuery object by FilterApiclass can now be extended by overriding the newly introduced FilterApi#newSugarQuery() static method. This makes it easy to inject custom SugarQuery objects into FilterApisubclasses.
  • The Sidecar routes used with the Home module have been moved from include/javascript/sugar7.js to modules/Home/clients/base/routes/routes.js.
  • There has been a change in the supported parameters for Sidecar's Layout#loadData() and View#loadData(). Previously, the optional setFields parameter could be used to change the fields set on the current context. This allowed a single component on the page to alter the behavior of other components on the page, which was unwise. Support for the setFields parameter has been removed. The method signature for Sidecar loadData() functions are now loadData(options);.
  • A new boolean flag called fetch has been added to Sidecar Context. This flag can be used to control if the current Context will fetch data from the server. For example,
    var context=app.context.getContext({
        collection: new app.BeanCollection(),
        fetch: false,
    When fetch===false then the Context#loadData()method will immediately return when called.
  • The method signature for error callbacks for Model#fetch, Model#destroy, Model#save, and Collection#fetch has changed. The Backbone.Model or Backbone.Collection is passed as the first parameter and the second parameter is now the HttpError XHR object.
    Example using the previous method signature:
    >{}, {
        error: function(error) {
    Example using the new signature:{}, {
        error: function(model, error) {
  • The Sidecar app.metadata.getField() API has been updated to allow access to module-specific field metadata. This additional behavior relies on new method signature with an options object. The existing method signature for app.metadata.getField() continues to work but is deprecated in this Sugar release. For example, to fetch the metadata for the Accounts module's description field you can use app.metadata.getField({ module: 'Accounts', name: 'description' });.
  • Sugar Developers are advised in this and future Sugar releases to not modify the this.meta property in Sidecar controllers. Sidecar metadata should be defined in PHP and not modified at runtime by the JavaScript controller. Doing so can introduce errors.
  • The function signature for app.acl.hasAccess((action, module, ownerId, field, recordAcls) has been refactored. It is now possible to pass an options object for the optional parameters ( field and recordAcls). The ownerId parameter was not previously used or supported since the current user was respected. Calling app.acl.hasAccess() using the old convention continues to work for compatibility reasons.
    Example using previous signature:
    app.acl.hasAccess('edit', 'Accounts', null, 'industry', null);
    Example using new signature:
    app.acl.hasAccess('edit', 'Accounts', {field: 'industry'});
  • The default automatic close timeout when using Sidecar Alerts is now 5 seconds instead of 9 seconds. Sugar Developers can optionally provide a delay time in milliseconds to change the delay before closing.

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