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Release Notes

Sugar 7.10.1.0

Released on November 20th, 2017

Overview

This document describes the changes and functionality available in Sugar® Professional 7.10.1.0.

Sugar 7.10.1.0 is only available for On-Demand (Sugar-hosted SaaS) deployments.

Administrator and End User

Fixed Issues

The following issues have been resolved in this release. Support portal users can use the following links for more details about each issue:

  • 79844 : After upgrading to 7.10.0.0, attempting to log into Sugar may fail with an error for instances that have the User-Generated Password Expiration setting enabled in Admin > Password Management. 
  • 79830 : Attempting to log into Sugar 7.10.0.0 may fail with an error for instances using LDAP over SSL.

Known Issues

The following are known issues in this release. Support portal users can use the following links for more details about each issue:

  • 79904 : The "To" and "From" fields may appear blank for previously archived emails after upgrading to 7.10.0.0.  
  • 79734 : Drill through is not supported for report charts which are grouped by a relate field.
  • 79725 : When a quote is downloaded as a PDF file, the quoted line items and groups may not display in the same order as it appears in the quote record.
  • 79717 : The View Change Log option is not available to select in the Contracts record view actions menu.
  • 79716 : The Contracts list view, record view, and subpanel do not have the option (star icon) to designate records as favorites.
  • 79715 : The Follow button does not appear in the Contracts record view as expected. 
  • 79712 : The "Sign" and "Get latest" links do not appear as expected in the Documents subpanel of the Contracts module. 
  • 79709 : Single sign-on authentication may fail when attempting to log into Sugar using Internet Explorer.
  • 79707 : Clicking a URL link from an archived email's record view may cause the email body to improperly render blank. Navigating back to the email's record view will display the email body again. As a workaround, right-click on the URL link to open it in a new browser tab.   
  • 79705 : Report charts do not respect user preferences for number formatting, currency symbol, or date and time formatting.
  • 79704 : When logged into Sugar with certain languages (e.g. Russian), the list view's Record Actions menu may not appear as expected for some modules (e.g. Dashboards).
  • 79686 : The List Order field in the Contract Types, Manufacturers, Tax Rates, and Shipping Providers modules does not control the order in which the options are listed in the corresponding fields (Type Name, Manufacturer Name, Shipping Provider, Tax Rate) for the Contracts, Quotes, abd Product Catalog modules.
  • 79492 : Setting the log level to "Error" may result in multiple relationship errors being written to the log file.
  • 79486 : Attempting to edit the Shipping field for existing quote records may not work as expected if the record contains a calculated or dependent field. As a workaround, add the Shipping field to the Quotes list view layout to edit the field via list view. 
  • 79463 : The Accounts field on quoted line items cannot be populated.
  • 79453 : Emails that were previously archived to contact records, as well as newly archived emails to contacts, may not appear in the related account's Emails subpanel after upgrade to 7.9.x. As a workaround, select the related account when archiving an email to a contact using the Outlook plug-in. 
  • 79370 : Creating a quote using a different currency (e.g. EUR) than the quoted line item's currency (e.g. USD) may not convert the line item's prices as expected. 
  • 79344 : The quoted line item total may not respect the user's preferred currency as expected. 
  • 79244 : Certain stock modules may be improperly hidden after converting from Sugar Professional 7.9.1.0 to Sugar Ultimate 7.9.1.0.
  • 79204 : Creating multiple quotes from a related module's Quotes subpanel (e.g. from an account record) incorrectly duplicates the original quote's line items as line items in each subsequent quote.
  • 79166 : Session locking may cause performance issues in Sugar.
  • 79156 : When a Summation Report with Details is printed to PDF, there may be missing display columns (e.g. Name) on the PDF file.
  • 79131 : When the "Listview items per page" setting in Admin > System Settings contains a large value (e.g. 50 or greater), it may cause an issue with rendering the "Download PDF" and "Email PDF" options in the record view's actions menu. Changing the "Listview items per page" setting to "20" may help resolve the issue.
  • 78852 : Calculated fields containing a rollupSum() function may not automatically update as expected with the calculated value until the record is saved.
  • 78790 : Performing certain actions that rebuild the cache files (e.g. clearing the cache directory) may cause unexpected errors in the system.
  • 78736 :Out-of-the-box dashboards may incorrectly be recreated after deleting it from the home page or intelligence pane. 
  • 78719 : Users may encounter an unexpected behavior when accessing Sugar if the Date Modified field in the user account contains the same value as another user. 
  • 78709 : Users assigned a role with Delete, Edit, or Export permission set to "Owner" may improperly be restricted from downloading and emailing PDFs.
  • 78667, 77764: Attempting to scroll in modules (e.g. Campaigns, Meetings) may not work as expected when logged into Sugar on iPad.
  • 78600 : Special characters are improperly allowed to be entered in dropdown lists' item names.
  • 78537 : Editing the run-time filter in reports may not auto-complete to pull up matches as expected.
  • 78527 : Inline editing a TextArea field via the subpanel may not work as expected. Reloading the web browser will resolve the issue and allow the user to inline edit the field properly.
  • 78509, 78507, 76151 : When accessing Sugar using Internet Explorer or Firefox, attempting to remove an applied filter from the list view or subpanel search may not work as expected. As a workaround, select the All "Module Name" option from the Filter options list to clear the applied filter. 
  • 78487 : When renaming modules via Admin > Rename Modules, only the most recent changes will remain and any previous updates to module names will be incorrectly removed after save. 
  • 78471 : Setting the default date format in the user's profile to "mm/dd/yyyy" may cause the time periods on the Forecasts Settings page to incorrectly display "Invalid date".
  • 78397 : The global search results may not display matching records in the proper order based on the boost level set for the record's fields.  
  • 78272 : Populating an amount field during record creation via the REST version 10 API causes the record to fail to appear in listview as expected when filtering on the amount field's value.  As a workaround, update the currency_id field to "-99" via the REST API, trigger a save event via the user interface, or update the field directly via the database. 
  • 78198 : Activity stream posts may incorrectly display system labels for instances where the system default language is set to a non-English language. As a workaround, navigate to Admin > Locale and change the language to "English (US)", perform a "Quick Repair and Rebuild", then switch the default language back to your desired language.
  • 78153 : Changing the default value for the Popup Reminder Time field for calls or meetings may not work as expected and continue to display the old value.
  • 78128 : For dropdown list values, a value's Display Label will improperly revert to a blank value if its Item Name is 0 (zero).
  • 78093 : Reports filtered by date/time fields (e.g. End Date) may generate incorrect results if the user's timezone has changed. 
  • 78065 : Moving a stock field between the columns (e.g. Hidden, Available) for the List View and Subpanel layouts in Studio may result in unexpected behavior. 
  • 78031 : Setting a default value for a field during the import process may not preserve the value in the field as expected.
  • 77820 : The Visibility Editor window may not load as expected and display an error if there is a large number of dropdown dependencies defined in the visibility editor.
  • 77792 : Enabling Full Text Search for the Date Created field in a module (e.g. Leads) may cause unexpected errors when performing a global search filtered by the module.
  • 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.
  • 77612, 77372 : When logged into Sugar using the Chrome browser, highlighting/selecting text in certain fields (e.g. Description, Name) may cause issues loading the browser and display an error. As a workaround, edit the field without highlighting any text to make the necessary changes. 
  • 77549 : Users may be logged out unexpectedly or experience performance degradation when user records are modified. 
  • 77539 : Changing the boost value for a field (e.g. Name) may not affect the relevancy of the field for full text search, resulting in unexpected behavior. 
  • 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.
  • 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.
  • 77302 : Upgrades may fail due to queries posted by the upgrade exceeding the max_allowed_packet database setting.
  • 77291 : Downloading PDF templates containing bold and/or italic text may not display the text in the correct font format. 
  • 77287 : Performing certain actions (e.g. import, mass update) in Sugar may result in performance issues if there are numerous calculated fields to be updated in related records. As a workaround, add the following line to the config_override.php file to disable the related calculation field updates: $sugar_config['disable_related_calc_fields'] = true;. But keep in mind that the affected calculated values will not be updated and running Recalculate Values on related records. 
  • 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.
  • 77162 : When Sugar is deployed on a Linux OS, uploading packages in Module Loader may fail with an error when .PNG files are detected by the package scanner.  
  • 77087 : When a record is assigned to the user's default private team, changing the Teams field from the private team to another team (e.g. Global) may incorrectly display the team name with the user's last name appended to the end (e.g. Global Smith).  
  • 77012 : When creating a custom module in module builder, adding a many-to-one relationship may incorrectly create a duplicate relationship field to the module after saving/deploying the package.
  • 76985 : When performing a global search, filtering by a module then hitting the Enter key after entering the search term may cause a 500 error to occur.
  • 76730 : Field-level validations may not work as expected to trigger field validation messages upon saving the record. 
  • 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.
  • 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.
  • 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.
  • 76401 : The data in the report chart may be inconsistent between the report chart dashlet and the Reports module. 
  • 76167, 76166 : Users are improperly allowed to set the lead's status to "Converted" via the Leads subpanel and Mass Update panel.
  • 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).
  • 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.
  • 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.
  • 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.
  • 76107 : Generating Calls, Meetings, or Tasks reports grouped by "Day" for Date or Datetime fields (e.g. Day: Start Date, Day: Date Created) may result in a database failure error for certain database stacks.
  • 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.
  • 75940 : Mass deleting more than 20 Account records with numerous related records may fail to delete as expected and result in an error.
  • 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.
  • 75916 : Customizing JS and other core files may cause customizations to not work as expected after upgrading to 7.7.x.
  • 75482 : Editing all recurrences of a call or meeting with invalid recurrence rules may result in unexpected behavior.
  • 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.
  • 75471 : Sugar may not behave as expected and result in an error if the Sugar license is either expired or due to expire. 
  • 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.
  • 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.
  • 75254 : Printing reports (e.g. Summation With Details report) to PDF may not work as expected when logged into Sugar via a mobile browser.
  • 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.
  • 74893 : Opportunities with expected closed dates prior to a certain time period (e.g. 1/1/1970) may cause the Forecast Bar Chart dashlet to not display as expected.
  • 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.
  • 74687 : Avatar field marked as required in Admin > Studio may cause Sidecar modules to not save as expected and result in an error.
  • 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"
  • 74539 : Custom fields may not display as expected when previewing call and meeting records via the intelligence pane.
  • 74506 : Users who implicitly belong to a team due to Reports-To hierarchy are incorrectly displayed as explicit team members when viewing the team via Admin > Team Management.
  • 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.
  • 74421 : Passing text including an ampersand (&) into an API call may cause the call to fail.
  • 74416 : Creating a Summation-type report that is grouped and sorted by a certain field (e.g. Month: Expected Close Date, Quarter: Expected Close Date) in a related module (e.g. Opportunities) may cause the run-time filter to not work as expected. 
  • 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.
  • 74354 : Pie charts may not display properly in report results if there are labels with a large number of characters.
  • 74350 : An unexpected error may occur when saving a record if there is an issue with the user's default team in the database. As a workaround, run the following query in the instance's team sets table: UPDATE team_sets SET deleted = 1 WHERE id NOT IN ("SELECT team_set_id FROM team_sets_teams WHERE deleted = 0") AND deleted = 0. The affected users will then need to edit their profile to configure their default teams again.
  • 74349 : Creating and saving a record assigned to a team that the current user is not associated to may display an error even though the record gets created successfully.
  • 73929 : Cases created from inbound emails may improperly display the case's description as HTML.
  • 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.
  • 73729, 72956 : 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.
  • 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.
  • 73569 : Attempting to add a row to an existing quote record may not work as expected when accessing Sugar via certain browsers (e.g. Chrome, Safari) on iPad.
  • 73566 : Calculated or dependent fields containing a related() function may not get calculated until after save for activity-type modules (e.g. Notes).
  • 73492 : Sorting the Forecasts module by Likely, Best, or Worst fields may not sort by the base currency amount as expected.
  • 73488 : Re-ordering list view columns does not work as expected for iPad and mobile devices.
  • 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.
  • 73434 : Custom entrypoints which require authentication may not work as expected when using session tokens.
  • 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.
  • 73187, 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) within the address block.
  • 72962 : Dependent fields containing a related() function may cause the data to not display as expected in the module's list view.
  • 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.
  • 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.
  • 72810 : Filtering the list view search using custom checkbox fields may not work 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.
  • 72588 : Synchronizing the Google Calendar with the Sugar calendar may not sync the tasks as expected.
  • 72409 : When generating a report, labels may improperly overlap in the chart (e.g. Vertical Bar chart) causing the labels to be unreadable.
  • 72286 : The Opportunity module's amount fields cannot accept negative values.
  • 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.
  • 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.
  • 72022 : The Projects module is incorrectly available to select via Admin > Mobile.
  • 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. 
  • 71950 : Adding TinyMCE to a TextArea-type field (e.g. Description) may cause the field to not display properly in record view when accessing Sugar via certain browsers (e.g. Firefox).  
  • 71848 : When a large number (e.g. 60) of PDF templates are available in a module, users may not be able to scroll through the full list of templates via the "Download PDF" or "Email PDF" options in the record view. As a workaround, changing the screen resolution or reducing the number of templates may help resolve the issue.  
  • 71835 : The Reset Password option in Admin > User Management may not work as expected and fail to send the system-generated password message to users with an email address from a domain consisting of 5 or more characters.
  • 71807 : Studio layouts appear in reverse order when right-to-left themes are enabled.
  • 71733 : Printing archived emails via the browser's print option may not display correctly.
  • 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.
  • 70940 : Attempting to disable the SAML authentication via Admin > Password Management may not work as expected if the authenticationClass property in config.php has been set to SAMLAuthenticate.
  • 70935 : When text is highlighted to change the font size in the compose email window, selecting the same font size (e.g. 12pt) twice in consecutive order may incorrectly reset the font back to the default size (8pt).
  • 70601 : Custom HTML files including javascript may not render correctly after upgrade.
  • 70553 : Disabling export via Admin > Locale does not remove the Export option as expected from the list view.
  • 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.
  • 70124 : Studio's formula builder displays several undesired functions (getListWhereisForecastClosedisForecastClosedWon, and isForecastClosedLost).
  • 70106 : The Skype icon does not appear next to the phone number as expected when the SkypeOut integration is enabled.
  • 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.
  • 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
  • 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.
  • 69957 : Large number of activity stream records may cause performance issues.  
  • 69918, 69801 : 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.
  • 69508 : Relating a new record via the Legacy module subpanel (e.g. Documents) in a module's record view (e.g. Contracts) 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.
  • 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.
  • 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.
  • 68985 : Custom relationships created between a module and the Activities module via Admin > Studio cannot be deleted as expected. 
  • 68979 : Changing the currency of a quote multiple times may introduce rounding errors to the line item price fields.
  • 68975 : Changing the order of subpanels via Admin > Display Modules and Subpanels does not preserve the order upon save.
  • 68464 : Changes made to record view layouts via Studio are not reflected when quick creating records until after the full creation view is used.
  • 68461 : Searching by non-primary email addresses in the module's list view (e.g. Accounts) does not pull up results as expected.
  • 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.
  • 68245 : Calendar dashlet may be missing from Legacy dashboard after upgrade.
  • 68112 : Matrix-type reports display incorrectly when exported to PDF.
  • 68095 : Text provided for Campaign Tracker URLs is unexpectedly shortened after the first 30 characters.
  • 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.
  • 67294, 66900 : Resetting the forecast time period does not set the current time period correctly and causes various issues in the application.
  • 67186 : The View Change Log in module records (e.g. Quotes, Opportunities) may incorrectly reflect the original system currency (US Dollar) for currency fields even though the default system currency has been changed (e.g. Euro) in Admin > Locale.
  • 66995 : The Display server response times option is improperly available to select via Admin > System Settings.
  • 66910 : The notification for Cases module does not include the case number as expected when triggered via the workflow.
  • 66842 : Relate fields cannot be sorted as expected in the list view.
  • 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.
  • 66580 : List view loads may experience performance issues as quantity of records loaded increases.
  • 66573 : More than one user attempting to merge records simultaneously results in errors.
  • 66209 : Help text is not being displayed.
  • 65674 : Selecting an item from the Recently Viewed list under the module tab does not correctly update the list to include the selected record.
  • 65647 : Users will not see updates to their avatar images without first logging out and back into Sugar.
  • 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.
  • 64880 : Certain fields (e.g. email address, phone) in the Users module may not be available to add as field variables in PDF templates.
  • 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). 

Additional Product Information

Sugar 7.10.1.0 does not include support for the following pieces of functionality:

  • Sugar Mobile Plus

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