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sales-i Release Notes

Overview

This page outlines the feature enhancements and fixed issues included in the latest release of sales-i. For past release notes, please refer to the sales-i Archived Release Notes page.

sales-i 26.1.2 (August 17, 2026)

Feature Enhancements

  • Redesigned Recommendations section for Account records:
    • Quicker access to account recommendations: The Recommendations section has been moved to the top of the Account record view Overview tab, positioned just below the Performance section for quicker access.
    • At-a-glance metrics: Three new metric cards display the total estimated value of recommendations across three levels: the account, child accounts, and both combined.
    • Product group and account hierarchy: The Recommendations section now displays and can be filtered by product group and child account hierarchy.
  • Relating Recommendations to Opportunties: Recommendations can now be converted to opportunities. Once converted, the relationship is displayed on both the opportunity record and the Recommendations views across sales-i.
  • Recommendations in the SugarAI sales-i Dashlet: Recommendations are now displayed when viewing a sales-i account record in SugarAI via the sales-i dashlet.
  • Improvements to logo upload: File requirements and error messages for desktop and mobile logo upload are now clearer.

Fixed Issues

  • 99559: When viewing the Interaction Outcomes Insights report, the interaction count displayed in the report did not match the number of interactions displayed when clicking “View” for a specific user. The interaction count in the report and detail view now consistently match.
  • 99407: Some timezones caused open interactions to not appear in the calendar view and widget of the My Interactions page. The calendar view and widget now correctly display all open interactions for all timezones.
  • 99001: Users on iPadOS devices were unexpectedly logged out. iPadOS users now remain logged in as expected.
  • 98954: Users on iOS devices would experience unexpected logouts. iOS users now remain logged in as expected.
  • 98912: Accessing account snapshots for child accounts via the account record view would sometimes incorrectly display the parent account's snapshot instead. Accessing account snapshots for child accounts via the account record view now always displays data for the correct account.