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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 26.1.0 (June 15, 2026)

Feature Enhancements

  • "Customers" renamed to "Accounts" throughout sales-i: All user-facing labels, menu items, messages, and static copy have been updated to use "Account" in place of "Customer," aligning sales-i terminology with the broader SugarAI product suite. Customer-provided data and historical records are not affected.
  • Delete list view filter presets: Users can now delete filter presets created on the Account, Prospect, and Opportunities list views. Only the creator of a preset can delete it.
  • Inquiry exports in Excel format: Users can now export Inquiries in Excel (.xlsx) format. Exported files include the tenant logo, a date range summary, the drill path, and summary KPIs.
  • New Insights reports: Two new insights reports are now available: "Accounts who spend more than the average Account" and "Accounts who spend less than the average Account." Users can filter each report by product group, adjust the date range, and view the average account spend alongside the results. Side-by-side currencies are supported.
  • Full Picture percentage of total value for selected rows: When a user selects one or more rows in a Full Picture Inquiry report, the percentage of the column total represented by the selected row(s) is now displayed for all value columns. This percentage row is hidden when side-by-side currencies are enabled.
  • Inquiries record count summary: When running an Inquiry report, the total number of records in the current results is now displayed. The count updates dynamically based on applied filters, drill paths, and searches. This applies to all Inquiry reports except Trends; for Matrix Inquiries, the count reflects the Y-axis records only.
  • Sales vs. Gaps column sorting: Users can now sort the Sales vs. Gaps inquiry report in ascending or descending order by clicking any column header. The selected sort order is retained when the report is exported.
  • Potential section removed from Snapshot report: The Potential section has been removed from the Snapshot report. All recommendation information now appears in the Recommendations section of the report.

Fixed Issues

  • 98924: In the Variance inquiry report, negative quantity values were displaying with a green color and an upward arrow, incorrectly indicating positive performance. This has been corrected, and negative variance values now display in red with a downward arrow as expected.
  • 98398: When running a Sales vs. Gaps inquiry report for a specific date range, an extra month of data was being included in the results. This has been corrected, and the report now returns data only for the selected date range.
  • 98390: Synced emails and Outlook calendar events were not appearing in the Interactions History for an account; they were only visible on individual contact pages. This has been corrected, and synced emails and Outlook calendar events now appear in Interactions History as expected.
  • 98316: The company logo was not appearing on the first page of exported Snapshot reports. This has been corrected, and the logo now displays as expected on Snapshot report exports.