Sugar Sell 26.2.0 Release Notes

The following issues are resolved in this release:

• 99703: When a product category in the Product Catalog dashlet had more product templates than the list view page limit, the Show More link did not appear, so users could not see the rest of the products. The Show More link now appears when more products are available.
• 99603: Scheduled reports incorrectly triggered the Report Schedule Time Adjusted to DST notification and shifted the next run time by one hour on every run, even when no Daylight Saving Time change occurred. Report schedules now run at the specified local time in the Assigned to user's time zone, including across DST changes.
• 99548: Custom calculated fields on quotes that used a rollup formula displayed 0 after the quote was first saved and did not update when quoted line items changed until the quote record was saved again or refreshed. These fields now show the correct value right after saving the quote, and update immediately when quoted line items change.
• 99528: Internal application files were accessible over HTTP in certain circumstances. Web-server rules are now applied during installation and upgrade to prevent direct access to these files.
• 99513: When linking existing records from a subpanel, the Search and Add drawer showed only the first page of records, and the pagination controls were unavailable. Users can now browse and select records on later pages as expected.
• 99503: In Summation with Details reports grouped by Fiscal Quarter or Fiscal Year, clicking a chart segment opened a drill-down window that showed "No data available" instead of the matching records. The drill-down window now shows the records for the selected segment.
• 99392: When quotes were merged, comment lines occupied a number in the merged output, which caused the line item numbers to skip a value after each comment. This issue has been resolved with a new {line_num} merge field that numbers line items correctly and skips comment lines.
• 99384: When process definitions were triggered on new records, sensitive field values were incorrectly displayed in the user interface. This issue has been resolved, and these fields now save and display as expected.
• 99378: When using an Action Button to copy a datetime value from a related record, the values were copied incorrectly. Datetime field values now copy accurately to the record.
• 99346: When importing opportunities and mapping an existing Account ID to a custom relationship field, the system incorrectly created a duplicate account instead of linking to the existing record. The imported opportunity now correctly links to the existing account record.
• 99329: SugarLive agents were showing as offline and experiencing connection issues due to multiple initialization problems with the integration. These issues have been resolved, and SugarLive now works as expected.
• 99323: When mass updating leads, the status of converted leads was improperly editable. Now, the Status field for converted leads is no longer editable during mass update.
• 99310: Users assigned a role with Admin & Developer access to Users/Teams/Roles were improperly restricted from importing users and saw an error. This issue has been fixed, and regular users with Admin & Developer access to the Users module can now import users.
• 99300: The Refresh button in reports was incorrectly positioned on the left side of the page. This issue has been fixed, and the Refresh button now appears on the right side of the reports page.
• 99290: When a custom datetime field with the same name existed on both Product Catalog and Quoted Line Items, adding a product via the Product Catalog Quick Picks dashlet caused the quote save to fail with an error. Products added via the Product Catalog Quick Picks dashlet now save to the quote as expected.
• 99227: When the global termination criteria were applied to a process definition with multiple running instances, only one process instance was terminated. Now, all process instances matching the termination criteria are terminated as expected.
• 99121: Exporting a report as a CSV file displayed a Success message but generated an empty file when the dataset was too large. Now, users see a meaningful error message explaining the issue and next steps if the export fails.
• 99106: DateTime fields used in related() formulas were improperly rounded to the nearest 15-minute interval instead of displaying the actual value. This issue has been resolved, and datetime values now display accurately in the field.
• 99099: When changing the primary contact on a case, the previous contact remained incorrectly marked as the primary contact in the database. Now, the previous contact relationship is properly removed when you change the primary contact.
• 99069: When hard deleting emails via Data Archiver, the email recipient relationships were not removed as expected from the database. Now, all email recipient relationships are removed from the system when emails are hard deleted.
• 99012: Copying a case record with an attachment improperly removed the attached file from the original case. This issue has been resolved, and copying a case record no longer removes the attached file from the original case.
• 98958: When a SugarBPM process was set up to append a team to opportunity records, changing the account name on an opportunity improperly caused duplicate Account ID updated entries to appear in the Activity Stream. This issue has been fixed, and the Activity Stream only displays one Account ID updated entry as expected.
• 98895: When viewing a project record that was linked to a recurring meeting, the subpanels in the project failed to load and a PHP Fatal error occurred. Now, the project's subpanels load as expected when viewing the record.
• 98884: Only a subset of emails were imported to Sugar when the "Leave Messages On Server" was set to "No" in the inbound email account. This issue has been fixed, and all unread inbound emails are imported to Sugar as expected.
• 98841: SAML authentication could incorrectly accept messages with invalid signatures. Signature validation has been corrected to reject these messages.
• 98834: When the Status field's (e.g., meeting_status_dom) color was formatted via the Dropdown Editor for certain modules (e.g., Meetings, Knowledge Base), the updated color was not applied. Now, the formatted color changes are applied as expected.
• 98813: For instances that are SugarIdentity-enabled, regular users were improperly allowed to update their first and last name by navigating to their user record via a focus drawer. Users can no longer update their names via focus drawers.
• 98682: The About page incorrectly displayed the previous version number instead of the current version after upgrading. We have fixed this issue, and the About page now displays the correct version as expected.
• 98666: When reports were exported, the CSV file displayed incorrect dates and times because the timestamp values were shifted by a timezone offset. The CSV files now show the correct date and time that match the values in the record.
• 97709: The Sugar Market button did not appear in record views that used role-based layouts after upgrading to Sugar 25.1. This issue has been fixed, and the Sugar Market button now displays as expected on role-based layouts after upgrade.
• 97654: Doc Merge templates did not correctly evaluate the "not equal" operator in conditional statements and failed with an error. Now, the "not equal" operator works correctly in Doc Merge templates.
• 97133: When configuring a legacy workflow action to update the Business Center ID field, the "Set Business Center ID as" popup did not show an input field or record selector. The popup now displays the field so users can select a business center.
• 96345: When using a Chinese IME to tag users in Comment Logs, the mention suggestion list did not appear, preventing user selection. Now, tagging users using Chinese IME works correctly.
• 96318: Dependent, Required If, and Read-Only If formulas that referenced related parent modules did not function on quotes/quoted line items and opportunity/revenue line item creation pages. These formulas now evaluate correctly when referencing parent modules.
• 96019: When using the Action button to compose an email, any edits made to the "To" recipients list were disregarded and the email was sent to the original recipients instead. Now, emails are sent to the modified recipient list.
• 95351: When changes were made to the Role-Based View layout in Studio, the updates were not reflected for users assigned to the role until a Quick Repair and Rebuild was performed. The Role-Based View layout changes now display immediately for assigned users.
• 95141: When embedding reports in scheduled emails, the dropdown fields incorrectly displayed their item names instead of their display labels. This issue has been fixed, and the embedded reports now display the dropdown field labels correctly.
• 95120: When using Process Definitions to change opportunity fields (e.g., Sales Stage) in instances using Revenue Line Items, the field values did not get updated as expected even though the changes saved successfully. The opportunity fields are now updated correctly via the Process Definition's Change Field action.
• 94758: The Forgot Password feature failed to send the Forgot Password email for usernames longer than 36 characters. This issue has been fixed, and the Forgot Password email now sends correctly for usernames up to 60 characters.
• 93307: When a regular user without access to a business center triggered a process definition with a business rule that calculated datetime values using business hours, the process completed but the field was not updated, and an "Invalid Business Center bean" error was logged. Business rules that use business centers now evaluate correctly, regardless of the triggering user’s access to the business center.
• 93156: In the Opportunities tile view, Show Column Total added up currency amounts at face value across different currencies, and currency filters matched only records in the entered currency. Column totals and currency filters now use converted base-currency values, so the results are accurate across currencies.
• 92537: When current exchange rates changed when creating a quote, the quote's grand total became inaccurate as the base rate values between the quote and quoted line items got out of sync. Quote and quoted line item base rates now remain aligned throughout the quote lifecycle.
• 89996: Attempting to download plugins on the User Profile page did not work as expected and displayed an error page. Now, the plugin download links work correctly.
• 89299: When Forecasts were configured to name the fiscal year by its ending year, the Create Future TimePeriods scheduler job named new time periods by the beginning year instead, which created duplicate year and quarter names. The scheduler job now follows the configured fiscal year naming convention.
• 88987: After a successful import of targets, the Created Records tab on the import summary page was blank. The import summary now lists the created records as expected.
• 85556: Copying a process definition cleared the selected email templates from Send Message events in the copy, with no warning. Copied process definitions now keep their email template selections.
• 81145: Scrolling through the search results in a relate field’s quick search could occasionally cause a 500 error. This issue has been fixed, and scrolling through the quick search results no longer causes an error.

This section describes the feature enhancements available in this release of Sugar Connect. For more information about Sugar Connect, refer to the Sugar Connect documentation.

Feature Enhancements

• AI Meeting Summaries: Sugar Connect now captures AI-generated meeting summaries from Microsoft Teams and Zoom. When a meeting concludes, the AI summary created by your meeting provider is automatically delivered to the corresponding meeting or call record in Sugar alongside the transcript.
  • Dedicated Summary field: AI summaries populate directly into the record’s dedicated Summary field in Sugar, keeping key takeaways, topics, and action items distinct and easy to find without scrolling through the raw transcript.
  • Full transcript preservation: The complete conversation remains accessible in the Transcript field, with support for expandable text views and formatted text. Summaries and transcripts are kept separate for easy reference.
  • Sugar Cube integration: Historical meeting summaries can now be indexed by Sugar Cube, allowing sales reps to ask questions about past client conversations and extract account sentiment. Search summaries alongside related records and activity for comprehensive account intelligence.
  • Cross-platform support: Unified meeting summary sync across Microsoft Teams and Zoom, with automatic routing to the correct CRM record based on attendee mapping.

This section describes the feature enhancements available in this release of SugarIdentity. For more information about SugarIdentity, refer to the SugarIdentity documentation.

Feature Enhancements

• New legacy authentication option: The new Allow Sell legacy authentication (Less Secure) option on the Password and Security Settings page allows administrators to control whether older integrations and the legacy mobile web client may sign in using only a username and password via the legacy authentication endpoint.

This section describes the feature enhancements and fixed issues available in this release of Sugar Market. For more information about Sugar Market, refer to the Sugar Market documentation.

Feature Enhancements

• Brand domains: You can now create multiple brand domains in Sugar Market, letting you segment and track engagement for each of your brands.
• Self-service domain set up and management: Domains are now fully self-service, from first-time setup to ongoing management.
  • Simplified onboarding: New customers no longer need to work with customer support to set up their domains. Existing customers can now set up and manage their domains end to end, directly in Sugar Market.
  • Guided setup experience: Setting up your domains is easier than ever with a streamlined, guided experience.
  • Seamless management: From the new Domains administration view, you can quickly see the status of all your domains and manage them as needed.
• Further alignment with SugarAI branding: Sugar Market’s look and copy are now more unified with the rest of SugarAI’s product suite.
  • User interface refinement: Sugar Market’s user interface has been further refined to align with the SugarAI product suite.
  • Text updates: Some role permission labels and SugarAI connector settings still referred to SugarCRM. These now say SugarAI.
• New tooltips for Nurtures and Email Builder: Tooltips have been added to both builders to more clearly explain the expected behavior of some settings on the Recipients step.
• Uncapped suppression list imports: CSV files imported as suppression lists no longer have a row limit.
• Internationalization enhancements: Minor improvements to localization translations.

Fixed Issues

• 99623: In some cases, required dropdown fields on forms could be submitted with a blank option selected in the Safari browser. This has been corrected, and blank options can no longer be submitted for required dropdown fields.
• 99380: When the Create Opportunity CRM nurture action element was triggered with Owner ID as a selected field, the user specified as the owner was ignored, and the opportunity was assigned to the default sync user instead. This has been corrected, and created opportunities are now assigned to the selected user as expected.
• 99292: During data import, only Email Address, First Name, and Last Name were mapped automatically and the Previous mapping field could not be selected. This has been corrected so that matching columns are recognized automatically and the Previous mapping field can be selected.
• 99270: Merge tags saved to "Merge Tag Favorites" in the Email Builder could not be removed, leaving unwanted entries permanently visible. This has been corrected, and favorited merge tags can now be removed.

This section describes the feature enhancements and fixed issues available in this release of the SugarAI Mobile App. For more information about the app, refer to the SugarAI Mobile App documentation.

Feature Enhancements

• Updated SugarAI app naming: Mobile app name has been updated from SugarAI/SugarCRM to SugarSell in Android and iOS.
• Updated SugarAI product naming: Company labels throughout the mobile app have been updated from SugarCRM to SugarAI in Android and iOS.
• Refreshed app design with light and dark mode: The mobile app has been restyled with an updated visual design, applied consistently across both light and dark appearance modes.
• Smart Notes: When creating or editing a note, you can now add photos from your camera roll and have the text within them extracted automatically into the note's Description.
  • Share images into SugarAI Mobile: You can now share one or more images from your device's gallery or Photos app directly into the mobile app to start a new note with those images attached.
  • On-device optical character recognition: Users can leverage on-device optical character recognition (OCR) to extract text from photos and images captured within the mobile app.

Fixed Issues

• 95114: HTML field types added to the Mobile DetailView or EditView layouts in Studio were not appearing in the mobile app. This has been corrected, and HTML fields now display in the app as configured.
• 96669: Creating a new record in the mobile app ignored dropdown-based layouts and showed the Base layout instead. Changing the dropdown value now updates the record layout as expected.
• 98113: Dropdown-based layouts are not applied when creating record in mobile. This issue has been fixed.
• 98752: Unable to view or download attachments in Knowledge Base module in mobile. This issue has been fixed.
• 99243: Revenue Line Items required field validation has been adjusted. The Likely field is no longer required in the mobile app when not required in the CRM.
• 99248: Dependent dropdowns remain hidden unless parent value changes. This issue has been fixed.
• 99447: Unable to select Sales Stage dropdown options when using Build Filter. This issue has been resolved.
• 90829: Name not required in CRM but required in Mobile App. Field requirement validation has been aligned between the mobile app and CRM.

Feature Enhancements

• sales-i is now Sugar Predict: sales-i has been renamed and rebranded to Sugar Predict.
• Redesigned global navigation: Navigate Sugar Predict more intuitively with a new global navigation aligned with the SugarAI product suite.
  • Modern orientation: The navigation bar has moved to the left side of the screen.
  • Icon-based menu: A compact, icon-based navigation menu keeps your workspace uncluttered and focused on what matters.
  • Front and center search: The search bar is now at the top center of the screen.
• Color palette refresh: The colors across Sugar Predict's user interface have been updated to align with the SugarAI product suite.
• ERP-sourced exchange rates: You can now set the exchange rates for your currencies in Sugar Predict by importing data from your ERP, ensuring your currency data stays up to date and helping you maintain historical accuracy.
  • Deprecation of manual exchange rates: The option to manually set your exchange rate is being removed in this release. You can now set your currency rates either automatically, using current exchange rate data, or by importing data from your ERP. Rates will default to automatic for existing customers.
  • Activation for new and existing customers: New customers can enable ERP-sourced exchange rates through the onboarding setup. Existing customers must reach out to support to enable ERP-sourced exchange rates.
• Redesigned user management with login and activity history: The user management settings have been redesigned, including a revamped details view with in-depth login and activity history.
• Roll up children account metrics: Using the new "Include children" checkbox, you can now display the combined value of included accounts and their child accounts across metrics shown in most Inquiry reports, as well as on the Account record’s Overview tab.
• Consistent display currency in the SugarAI integration: When you view Sugar Predict inside SugarAI via the integrated iframe, the currency configured for your SugarAI user will now attempt to update the currency displayed in Sugar Predict to match.
• Share filter presets: You can now share any filter presets you have created with other Sugar Predict users.
• Export list views: You can now export your current filtered Account, Opportunity, and Prospect list view as a CSV or XLSX file.

Fixed Issues

• • 99496: When viewing the treemap chart of an Inquiry Variance report, the displayed data did not reflect the report’s selected columns. This has been fixed, and the treemap chart now displays the first selected column of the Variance report as expected.
  • 99418: Some Inquiry reports would intermittently fail to load, displaying an error instead. This has been fixed.
  • 99307: When viewing an alert report, clicking "View account map" would fail to display the map. This has been fixed, and the account map now displays as expected.
  • 99279: Creating a new prospect record or editing an existing one would display an error on saving, even though the changes were saved. This has been fixed, and creating or editing prospect records no longer displays an error on save.
  • 99252: On Android, the Sugar Predict mobile app reset to the UK region each time it was closed, forcing users who had chosen a different region during setup to reinstall the app before they could log back in. The app now retains the region selected during setup.
  • 98774: Calendar events synced from connected Microsoft Outlook accounts were sometimes associated with the wrong contact record. This has been fixed, and synced events are now always associated to the correct contact record.
  • 97954: In Variance reports, the tooltip for the information icon below the "+" icon only appeared when the icon was clicked, rather than on hover. The tooltip now appears on hover.
  • 97953: It was unclear how accounts and products were sorted in the Top 5 Variance reports on the homepage. The titles of these reports have been updated to clarify which metric each report is sorted by.