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sales-i Archived Release Notes

This page lists feature enhancements and fixed issues from past releases of sales-i. See the sales-i Release Notes page for the current release.

sales-i 25.2.5 (April 20, 2026)

Feature Enhancements
  • SugarCRM is now SugarAI: You will now see our new company name across the sales-i experience, reflecting our SugarAI brand refresh. Learn more about the SugarAI brand evolution in this SugarClub post.
  • Re-engineered AI-generated opportunities: We have rebuilt our AI and ML models from the ground up to deliver a new generation of AI-generated opportunities designed to be more relevant, actionable, and easier to understand. These improvements help teams identify the right opportunities faster and take more confident action based on data-driven insights.
    • AI-generated opportunities renamed to Recommendations: AI-generated opportunities are now called Recommendations, reflecting a clearer, more intuitive experience across sales-i.
    • Expanded eligibility: All instances with 12 months of sales data and an average of at least two different products purchased per customer are eligible for recommendations. The number of recommendations generated will still depend on your specific sales data.
    • More data analyzed over a longer period: Recommendations are now more powerful and relevant than ever. By leveraging a full year of product association data across multiple invoices, combined with recent customer sales activity from the past 30 days, we deliver smarter, more accurate recommendations that drive real value.
    • Suggested quantity: Recommendations now use your sales data to suggest how many of the recommended product to sell, helping you better understand the true estimated value of each recommendation.
    • Enhanced explainability: Recommendations now include clearer descriptions to explain why they were made and how to act on them.
    • Automatic expiration of Recommendations: Recommendations now expire after 30 days from creation to ensure only relevant recommendations are surfaced.
    • Smart product filtering: Certain products, such as delivery charges, are automatically excluded from recommendations.
    • De-duplication of AI-generated Recommendations: Any updates to existing AI-generated recommendations, such as changes to quantity or estimated value, are applied to the original recommendation rather than creating a new one, ensuring each recommendation remains a single, up-to-date record.
    • De-duplication of manually created recommendations: Manually created recommendations surfaced in SugarAI from sales-i alerts are now de-duplicated based on alert report changes, ensuring only valid results are shown.
    • Improved Recommendations user experience: Each recommendation is now displayed individually rather than being grouped by customer, making it easier to review and act on specific recommendations.
    • Clearer Associations settings: The Associated Products administration interface has been improved to make it easier to understand product associations.
    • Deprecation of Communities settings: The Communities administration settings are no longer used by the new AI and ML models and will no longer be available.
Fixed Issues
  • Alert reports using both "buying" and "not buying" product data conditions could fail to generate results for some customers. Reports using these conditions now generate results correctly.
  • Changing the display language on a customer record prevented reports on the record from loading. Reports on customer records now load correctly after changing the display language.
  • The "Last 6 complete months, but not yet bought this month" Customer Insight report incorrectly showed zero YTD revenue for customers with revenue. It now displays the correct revenue values for customers.
  • When creating an alert report, the "Customers in Report" value did not update and always displayed zero. It now updates correctly as the report is configured.
  • The Plot to Map feature displayed incorrect locations for some addresses. It now shows the correct locations for all valid addresses.
FAQs

Why does this change matter?

We’ve reengineered our AI and ML models to deliver smarter, more actionable recommendations. This update prioritizes quality over quantity so while you may see fewer recommendations, each one is better aligned with your sales data, more time-aware, and more likely to drive new opportunities for your business.

Are the new AI-generated recommendations available to all customers?

The new AI-generated recommendations will be available to all sales-i 25 customers that meet the eligibility criteria: 12 months of sales data with an average of at least two different products purchased per customer. The number of recommendations generated will still depend on your specific sales data.

What data is analyzed by the models?

The last 365 days of sales data are analyzed and aggregated monthly to identify product association patterns where customers frequently purchase products together.

The last 30 days of customer sales are then reviewed. If a customer has purchased one product in an identified association but not the related product, a recommendation is created.

How often does the recommendation process run?

The recommendation process runs each time we ingest your ERP data, which is typically once a day.

Is eligibility criteria checked once or continuously?

Eligibility is checked continuously. Each time the recommendation process runs, your data is reassessed.

Why are recommendations not being generated?

Recommendations will automatically be enabled for any sales-i 25 customer that meets the eligibility criteria: 12 months of sales data with an average of at least two different products purchased per customer. The number of recommendations generated will still depend on your specific sales data.

Here are a few common situations that may prevent recommendations from being generated:

  • Bespoke or custom products make up the majority of sales

  • No invoices, or very few invoices, in the past month

  • Product associations exist, but the products have already been sold to all relevant customers

Why am I seeing fewer or no recommendations after the release?

The new models run on default parameters, whereas the previous models may have used adjusted parameters. Additionally, the new models prevent duplicate recommendations, which may result in fewer records.

What happens to my existing AI-generated opportunities?

AI-generated opportunities created from our previous models will be replaced with AI-generated recommendations created from the new models. Activities and interactions linked to previous AI-generated opportunities will be preserved.

These recommendations deliver a new generation of potential opportunities designed to be more relevant, actionable, and easier to understand. These improvements help teams identify the right opportunities faster and take more confident action based on data-driven insights.

Will this affect historical reporting or dashboards?

Historical reporting and dashboards (excluding recommendations) will remain unchanged.

Do I need to take any action after the release?

No action is required.

Do I need to act on every recommendation?

No. You can dismiss a recommendation if you feel it is invalid.

If the product associated with the recommendation is sold to the related customer before the expiry date, the recommendation is marked as “Won.” “Won” recommendations appear only in the “Won” tab on the Opportunities card of the customer record.

If the recommendation reaches its expiry date before the associated product is sold, it is deleted. The default expiry window is 30 days.

What happens when a recommendation expires?

When a recommendation expires, it is deleted. If the recommendation is still valid the next time the process is run, it will be recreated.

How are the suggested quantity and estimated value of a recommendation calculated?

The suggested quantity is based on our models analyzing your customers' buying patterns.

The estimated value is the average unit price multiplied by the suggested quantity.

Can I control which products are used to create product associations?

Yes, you can manually exclude products via your Associations administration settings in sales-i.

Can I adjust the default parameters used by the models?

Yes, you can reach out to support to adjust any of the following model parameters:

  • How confident the model needs to be to create a product association

  • How many days are analyzed in aggregate when analyzing the last 365 days of sales data to create product associations

  • The ratio between the number of transactions for a product vs. the total number of transactions for all products used to create product associations

  • How long before a recommendation expires

sales-i 25.2.4 (March 16, 2026)

Feature Enhancements
  • Improved Customer Interactions history view: Interactions are now sorted by the Date column, with the most recent displayed first.
  • Permission to view all user interactions: Users can now be granted permission to view interactions across all users on the My Interactions page.
  • Permission to view and edit CRM data for all customer records: Users can now be granted permission to view and edit CRM data across all customer records.
  • Save list view configuration: You can now save and load search, filter, and column configurations as presets for the Customer, Prospect, and Opportunities list views.
  • Filter alerts by account level: You can now filter the output of an alert report by account level.
  • Improvements to email sync:
    • Sync emails sent in Outlook: Emails sent from your synced Outlook account are now saved as email interactions in sales-i, associated to the related contact record.
    • Sync calendar events created in Outlook: Calendar events created in your synced Outlook account are now saved as interactions in sales-i, associated to the related contact record.
Fixed Issues
  • Alert builder reports using both AND and OR operators returned incorrect results. Alert builder reports can now use either AND or OR operators, but not both.
  • Digit group separators were missing from values in Snapshot report export files. Snapshot report export files now display digit group separators for all values.
  • The user's ID was displayed in mention notification emails. The user ID is no longer displayed in mention notification emails.
  • Adding options to a List custom section for the Customer module triggered an error. Adding options to a List custom section for the Customer module no longer triggers an error.
  • When masquerading across multiple instances, the list of available users did not update when switching instances. The list now updates correctly for each instance.
  • An error occurred when a user attempted to open the Product Associations insights report before product associations were completed in a newly created instance. This error has been resolved.
  • When there was no sales data for the first product association surfaced in the Product Associations insights report, the report appeared blank. A link is now displayed to select another product association.

sales-i 25.2.3 (January 19, 2026)

Feature Enhancements
  • Streamlined setup: New customers now have access to a guided setup experience that simplifies onboarding and accelerates the import of sales data.
Fixed Issues
  • Targets added to the dashboard view were incorrectly titled “Undefined” and are now correctly titled based on the target type.
  • Targets added to the dashboard view incorrectly showed information based on the first interval target. They now correctly display information based on the current interval target.
  • Running a Sales vs Gaps inquiry report did not display a loading icon; it now displays a loading icon.
  • When building an alert, "Customers in Report:" always displayed 0; it now updates dynamically as the alert is built.
  • sales-i customer records displayed in SugarCRM via the sales-i Dashlet did not show child customers by default; the dashlet now displays child customers by default.
  • When the Sales Opportunity insight report was shared with another user, the currency totals were incorrect when displayed on the user's dashboard view; they are now displayed correctly.
  • Scrolling through the Product Group Purchase Analysis snapshot report generated an error; it no longer generates an error.
  • The Sales Rep filter in the Highest Selling Products insights report previously showed an empty dropdown when no options were available. It is now hidden when no options are available.
  • The Sales Comparison report displayed on the Customer record view failed to display data when the record was configured to show data from related child customers. The report now displays data in this configuration.
  • Some links in the SugarCRM sales-i Dashlet pointed to incorrect locations. The link locations have been corrected.
  • Customer snapshot reports failed to export from the SugarCRM sales-i dashlet. Exporting customer snapshot reports via the SugarCRM Sales-i dashlet now functions as expected.
  • Clicking the View Snapshot Insights button on a customer record could take users to an incorrect snapshot if there were other records with the same customer name. This button now always takes users to the correct customer snapshot.
  • After applying a filter to some Insights reports, users could not edit or add another filter due to a loading loop in the filter modal. This issue has been fixed, and filters can now be edited or added as needed.
  • Clicking the link in the Entity Name column of the Opportunities list view sometimes took users to the sales-i homepage instead of the customer record. These links now always take users to the correct location.
2025

sales-i 25.2.2 (December 15, 2025)

  • Inquiries improvements:
  • Product Group Purchase Analysis snapshot improvements:
    • Analyze purchases by product group: You can now filter the snapshot by product group level.
    • View all purchased product groups: The "Other" Y-axis in the snapshot line chart has been renamed to "All Other Groups." Clicking it opens a Full Picture inquiry of all purchased product groups at the selected product group level.
    • Clearer column labels: The Average Customer Spend table column has been renamed to Market Share.

sales-i 25.2.1 (October 27, 2025)

sales-i 25.2.0 (September 29, 2025)

Feature Enhancements
  • Multi-currency support:
    • Supported currencies: Monetary values across sales-i can now be displayed in US Dollars, British Pounds, Euros, Canadian Dollars, Indian Rupees, Polish Zlotys, Danish Kroner, Czech Korunas, Turkish Lira, Swiss Francs, Hungarian Forints, South African Rand, New Zealand Dollars, Mexican Pesos, Chinese Yuan, Japanese Yen, South Korean Won, Indonesian Rupiah, Malaysian Ringgit, Singapore Dollars, Hong Kong Dollars, Thai Baht, New Taiwan Dollars, and Australian Dollars.
    • Real-time conversions: Non-historical monetary values are converted to the selected display currency in real time using a blend of current exchange rates.
  • Improved list view for Customers, Prospects, and Opportunities:
    • Advanced filtering: You can now filter list and grid views with most analysis, standard, and custom fields.
    • Adding columns: You can now add most analysis, standard, and custom fields as additional columns to list views.
  • Export enhancements:
    • Surfacing record assignment: Opportunity and alert exports now include the user assigned to each record in the export file.
    • Larger exports: Full Picture, Variance, Matrix, and Sales vs. Gaps inquiry export files now support up to 100 columns and 100,000 rows.
  • Expanded inquiries search: Searching inquiry reports now searches all rows in the report, rather than only the visible rows.

sales-i 25.1.2 (July 14, 2025)

Feature Enhancements
  • Rolling date ranges in Alerts: You can now apply custom rolling date ranges to alerts, making it easier to track customer behavior over time.
  • More focused targets: You can now create targets using two analysis fields, helping you define and track more specific user goals.
  • Translation improvements: Improvements have been made to translated text across sales-i.
Fixed Issues
  • We have fixed various issues to improve stability and usability.

sales-i 25.1.1 (May 28, 2025)

Feature Enhancements
  • Streamlined Target and Snapshot configuration: Field properties are now searchable when creating a Target or Snapshot by Analysis Field.
  • Improved Alert Builder product data set up: When creating an alert using product data, you can now search for specific SKUs by product code.
  • Expanded Opportunities dashboard filtering: You can now set the Decision date filter on the Opportunities Dashboard to "All" to quickly display all opportunities. "All" is now the default filter value when opening the dashboard.
  • Enhanced user data restriction rule creation: Field values are now searchable when creating a user data restriction rule or rule grouping.

sales-i 25.1.0.6 (May 15, 2025)

Feature Enhancements
  • Improved integration with SugarCRM: Manually created alerts and AI-generated opportunities from sales-i are now surfaced directly in SugarCRM via the Recommendations module.
    • Recommendation record: When integrated to SugarCRM, sales-i alerts and AI-generated opportunities will create a Recommendation record containing important context and the estimated value of the recommendation.
    • Acting on a recommendation: Directly from the recommendation record, you can quickly create an email, call, or task with prefilled information from the associated account record.
    • Tracking recommendations: Once you take action on a recommendation, the status of the record is automatically updated. You can also manually set a recommendation's status as needed.
    • Dismissing recommendations: If a recommendation is not valuable to you, it is easy to dismiss it. Dismissing recommendations can also help improve sales-i's AI-generated opportunities.

sales-i 25.1.0 (April 14, 2025)

As this is the first release of sales-i as an official SugarCRM company, here is an overview of the software's major features:

  • ERP-driven sales intelligence: sales-i connects to your ERP and transforms your sales data into real-time insights that drive smarter selling for sales reps and strategic visibility for sales leaders.
  • Sales-focused user interface: sales-i’s interface is purpose-built for sales teams, surfacing valuable insights ahead of customer interactions so sales reps can focus on selling, not searching.
  • Custom sales analysis: Inquiries let you explore and filter your sales data by customer, product, or sales analysis fields, enabling you to uncover meaningful insights and answer complex questions quickly.
  • Pre-built sales insights: Insights provide an invaluable collection of pre-built reports that answer common and impactful sales questions using your data.
  • AI-powered recommendations: sales-i leverages AI to analyze your data and suggest potential sales opportunities.
  • Real-time sales alerts: Alerts let you create custom notifications from your data, helping sales reps stay on top of critical customer metrics and take timely, informed action.
  • Built-in CRM: sales-i includes a built-in CRM that lets you collect and store customer data and interactions all in one place.
  • Mobile app: sales-i’s companion mobile app gives sales teams instant access to the insights they need, wherever they are.
  • SugarCRM integration: sales-i data insights can be displayed directly in SugarCRM.

This release includes the following feature enhancements:

  • Expanded snapshot options: You can now generate a Snapshot page from select customer, product, and sales analysis fields.
  • Targets improvements:
    • Streamlined target creation: Creating targets is now faster and easier with a streamlined interface.
    • Expanded date options: Target date ranges can now be set to specific dates and intervals.
    • Share targets with users: Targets can now be shared with users, allowing them to view the target on their Targets dashboard.
  • Alert completion tracking: From the Alert Builder, you can run a report on any saved alert to track how the alert is being acted on over time.
  • Custom roles: You now have the ability to create custom roles and configure exact permissions and access for your users.
  • CRM export: Customer and Prospect accounts types, along with their related contacts, opportunities, and interactions, can now be exported as a CSV file.
  • Localization: sales-i can now be displayed in the following languages: Chinese (Simplified), Chinese (Traditional), Dutch, French, German, Italian, Japanese, Polish, Portuguese, Portuguese Brazilian, Spanish, and US English.