Sugar Online User Group - May 17, 2016
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Sugar 7.7 Online User Group May 17, 2016
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Transcript of Sugar Online User Group - May 17, 2016
Sugar 7.7
Online User GroupMay 17, 2016
© W-Systems Corp. www.w-systems.com
Agenda
• Last User Group Recorded Video Link• SugarCRM Company and Sugar News
Roundup• Upcoming Sugar Training• Feature Topic: Sugar 7.7• Sugar Q&A Session
© W-Systems Corp. www.w-systems.com
Last Meeting Topic
May 2016: wMaps, Sugar Integration to Bing Maps• Streaming Video Recording Link on our blog (March Archive)• https://
www.w-systems.com/blog/sugarcrm/march-2016-sugar-online-user-group-meeting-recap
• Product Page: https://www.w-systems.com/products/wmaps • Webinar Archive:
https://www.w-systems.com/company/webinar-archive/
© W-Systems Corp. www.w-systems.com
New W-Systems Website
Our new website design was launched at the end of March and features a bold new look and an enhanced navigational experience.
A few highlights from the new site:• Webinar Archive Section:
https://www.w-systems.com/company/webinar-archive/• Updated SugarCRM Product Page:
http://www.w-systems.com/products/sugarcrm• Blog Overhaul: http://www.w-systems.com/blog
© W-Systems Corp. www.w-systems.com
News Roundup
Lunch and Learn at Keens Steakhouse with Act-On, SugarCRM and W-Systems – May 19th in New York, NY
http://wsyste.ms/ll2016-wsystems
© W-Systems Corp. www.w-systems.com
News Roundup
CRM Evolution is May 23rd - 25th in Washington, DChttp://www.destinationcrm.com/Conferences/2016/
© W-Systems Corp. www.w-systems.com
News Roundup
i♥marketing Roadshow - June 2nd at the W Hotel in NYChttp://wsyste.ms/acton-nyc-june2
© W-Systems Corp. www.w-systems.com
News Roundup
SugarCon 2016 is June 13th -16th in San Francisco, CA http://sugarcon.sugarcrm.com
© W-Systems Corp. www.w-systems.com
News Roundup
• Sugar 7.7 https://www.w-systems.com/products/sugarcrm/releases/sugar-7.7.0.0/
© W-Systems Corp. www.w-systems.com
News Roundup
• SugarCRM Mobile 3.0.4– iOS:
w-systems.com/products/sugarcrm/releases/sugarcrm-mobile-3.0.4-for-iphone/– Android:
w-systems.com/products/sugarcrm/releases/sugarcrm-mobile-3.0.4-for-android/
© W-Systems Corp. www.w-systems.com
News Roundup
Sugar Plug-in for IBM Notes 2.1.4New features and enhancements to existing features for Sugar Plug-in for IBM Notes 2.1.4.
https://www.w-systems.com/products/sugarcrm/releases/sugar-plug-in-for-ibm-notes-2.1.4/
© W-Systems Corp. www.w-systems.com
SugarCRM Resources
• SugarCRM Community– https://community.sugarcrm.com
• SugarCRM Support Page– https://support.sugarcrm.com
• SugarCRM eLearning– https://learningportal.sugarcrm.com
• SugarCRM on YouTube– https://www.youtube.com/user/DiscoverSugarCRM
• W-Systems SugarCRM Blog– https://www.w-systems.com/blog
• W-Systems on Twitter– https://twitter.com/wsystemscorp
© W-Systems Corp. www.w-systems.com
Upcoming Training on Sugar University
• View the Sugar University catalog at university.sugarcrm.com – May 19th – Searching & Filtering in Sugar 7
https://www.w-systems.com/training/detail/searching-filtering-in-sugar-7/2016-05-19
– June 2nd – How Sales Uses Sugar?https://www.w-systems.com/training/detail/how-sales-uses-sugar/2016-06-02
– June 30th – Creating Email Campaignshttps://www.w-systems.com/training/detail/creating-email-campaigns/2016-06-30
– July 7th – Setting Up Your Dashboardshttps://www.w-systems.com/training/detail/sugar-university-setting-up-your-dashboards1/2016-07-07
– July 14th – Debugging and Troubleshooting in Sugar 7https://www.w-systems.com/training/detail/debugging-and-troubleshooting-in-sugar-7/2016-07-14
– July 21st – Using Module Builder and Module Loaderhttps://www.w-systems.com/training/detail/using-module-builder-and-module-loader/2016-07-21
• Live Classrom Training Schedule Updated: https://university.sugarcrm.com/upcomingclasses
© W-Systems Corp. www.w-systems.com
Sugar 7.7 Highlights
• Knowledge Base has been moved to Sidecar
• New feature: Tagging• Enhanced Global Search• Updates to the Lead
Conversion process• Various User Interface
updates• Updates to Advanced
Workflow Templates and Process Definitions
• Workflow now allows Team Sets to be used for Action Definitions
• New features have been added to the Dun & Bradstreet Connector
• Group By Week has been added to Reports
• New To/CC/BCC functionality added to the Compose Email Window
• Quotes subpanels for Accounts and Contacts have been updated
• Forecasts now show commit history timestamps
• Various Performance, Security, and Platform enhancements across Sugar
• Sugar Logic and Knowledge Base enhancements to the Portal
© W-Systems Corp. www.w-systems.com
Knowledge Base
• The Knowledge Base module has been updated to use the Sidecar user interface.
• If you would like to learn more about the updated Knowledge Base visit our two-part series blog:– Part 1: https://
www.w-systems.com/blog/sugarcrm/knowledge-base-module-updates-for-sugar-7.7-how-it-works-part-1
– Part 2: https://www.w-systems.com/blog/sugarcrm/knowledge-base-module-updates-for-sugar-7.7-how-it-works-part-2
© W-Systems Corp. www.w-systems.com
Tagging
• End Users: Sidecar modules contain a Tags field where users can create and share tags which can be used to identify records in filters, dashlets, and reports.
• Administrators: Users with administrator or developer access can utilize the Tags module to manage the system-wide tag repository.
© W-Systems Corp. www.w-systems.com
Global Search
• Improvements have been made to the Global Search user interface and functionality (e.g. search tags, etc.).
© W-Systems Corp. www.w-systems.com
Lead Conversion
• End Users: Leads can now be converted by clicking the Unconverted button in the Leads record view, as well as by selecting the Convert option from the Leads subpanel actions menu.
• End Users: Records will now be automatically associated during lead conversion if no duplicate records are found.
• Administrators: The Lead Conversion Options setting is now available in Admin > System Settings to handle activity records during lead conversion.
© W-Systems Corp. www.w-systems.com
User Interface
• Subpanels & List Views:– Filtered list views with "More records..." loaded remain expanded after in-line
edits are saved.– When linking records via the Contacts subpanel in the Cases record view, the
Search and Add Contacts drawer will automatically be filtered to only display contact records associated to the case's parent account.
– Multiple users can now be selected when creating search filters using the Assigned to field in Sidecar modules.
– The total count of records are now available in Module list views, Subpanellist views, as well as Search and Select list views.
– User selection lists previously sorted by username are now sorted by last name, first name.
– Administrators: Administrators now have the option to collapse all subpanels in Sidecar modules by default via Admin > System Settings.
• The favicon (SugarCRM cube icon) in the browser tab now displays the same number corresponding to the count in the notifications box.
© W-Systems Corp. www.w-systems.com
Advanced Workflow
• Related record URLs may now be embedded in process email templates.
• Administrators can now append and replace teams via Change Fields and Add Related Record actions.
© W-Systems Corp. www.w-systems.com
Workflow
• Administrators can now differentiate between a record's primary team and its current team set in workflows.
© W-Systems Corp. www.w-systems.com
D&B
• The Contact Type field is now available as a filter criteria in the D&B People panel.
• The D&B Usage Meter dashlet is now available to view a summary of used and remaining credit information for each available metered service (e.g. Accounts, Family Tree, etc.).
• The GU DUNS field is now available as a filter criteria in the D&B Company Information panel.
© W-Systems Corp. www.w-systems.com
Reporting
• Summation Report, Summation Report with Details, and Matrix Report can now be grouped by "Week" for Date and Datetime fields (e.g. Start Date, Date Created, etc.).
© W-Systems Corp. www.w-systems.com
• Recipients can now be dragged and dropped across the To, CC, and BCC fields in the Compose Email window for Sidecar modules.
• The Move To BCC option is now available when composing emails in the Emails module.
© W-Systems Corp. www.w-systems.com
Quotes
• The Quotes (Bill To) and Quotes (Ship To) subpanels are now available in the Accounts and Contacts record views in order to display the related quote records accordingly.
© W-Systems Corp. www.w-systems.com
Forecasts
• The Forecast module's commit history now displays a timestamp.
© W-Systems Corp. www.w-systems.com
Performance, Security, Platform
• Tracker sessions are now logged for Sidecar modules.
• Improvements have been made to load record view layouts faster when multiple dropdown fields and values exist in the layout.
• Platform Updates:– Upgrades are now supported on all database stacks
(MySQL, DB2, Oracle, MSSQL).– PHPMailer is now being installed by composer and is
upgraded to version 5.2.9.• Security Updates:
– The "Load login screen in same window to avoid pop-up blocking" option can now be enabled via Admin > Password Management to load the SAML login screen in the current window and prevent pop-up blockers from disallowing single sign-on.
– SimpleSAMLphp library 2.6.1 supported : SimpleSAMLphp library 2.6.1 is now supported in Sugar.
– Password encryption has been strengthened for increased system security.
© W-Systems Corp. www.w-systems.com
Portal
• The Knowledge Base Categories & Published Articles dashlet is now available on the Knowledge Base list view in the portal.
• Sugar logic is now supported in the portal.
© W-Systems Corp. www.w-systems.com
Contact Information
Host: Sarah Friedlander Garcia & Christian WettreEmail: [email protected] & [email protected] Office: (201) 760-2565
This event is being recorded. The recording will be posted on the W-Systems blog in the next day or two and a link included in our next newsletter
