Updates - Recent Threads

October 30, 2025

Dalton Kocik — Thu, 30 Oct 2025 20:35:37 GMT

Hi everyone, and welcome to the Sugar Knowledge team’s quarterly round up! We’ve got some new, refreshed and relevant documentation to help make your Sugar experience even more sweet!

Let’s start with some useful resources:

Understanding SugarBPM Best Practices

You asked and we delivered! Check this one out for tips on how to make your automations work for you.

Dropdown Editor

Dropdown management has never been better! Brush up on your skills here.

Sales-i SugarCRM Integration

Make Sugar smarter! Learn how to integrate with Sales-i.

Editing Records via List View dashlets

Close your eyes, tap your heels together three times, and think to yourself “There's no place like my home dashboard.” Edit records without ever leaving the comfort of your home dashboard with List View dashlets!

Understanding Anchors on Landing Pages

Learn how to leverage anchors in Sugar Market landing pages.

We’ve also posted new quick tips since our last update:

Inquiries in sales-i: A Great Way to Investigate Your Data

Make Your Dropdowns Drop-Dead Gorgeous

Copy User Settings in a Flash

This quarter, we’re putting a spotlight on the “Make your Dropdowns Drop-Dead Gorgeous” quicktip. Check it out!

That's all for now, but subscribe to the Sugar Documentation & Resources page for future updates. We post once a quarter with the latest documentation and tips, so you can stay up to date on what's buzzing at Sugar without your inbox being flooded!

August 8, 2025

Dalton Kocik — Fri, 08 Aug 2025 14:35:49 GMT

Hi all, and welcome to another quarterly roundup of new, relevant, and refreshed documentation curated by your friendly neighborhood Sugar knowledge team!

We’ve highlighted some resources that we think may be useful to you folks out there:

SugarCRM’s Approach to AI

It’s the future after all, so find out how Sugar is leveraging AI to make your future sweet!

Understanding Clipped Emails in Gmail

Don’t let “Gmail clipped my email” become the new “my dog ate my homework” with these tips.

Report Chart Types

Analysis paralysis? Know what report chart type to use in your reports.

Troubleshooting Missing Results in Reports

Your boss needs this report on their desk by Monday, so make sure it’s accurate!

Show Distinct Report Results in Sugar

Ditch the duplicates and drive decisions with distinct data!

We’ve also posted new quick tips since our last update:

This quarter, we’re highlighting the Switching between products and versions in the docs quick tip, because what good is all this information if you can’t navigate the documentation like a pro?

May 9, 2025

Brenda Rossetto — Fri, 09 May 2025 20:21:41 GMT

We have updated the [mention:142b576b83e240069a029b0227e07bd0:23b05a61c3e5445190d9bfa00453bce4:label=Sugar%20Documentation%20%26amp%3B%20Resources] page with new and old resources that are worth checking out.

The following new quick tips have been added:

[mention:d861683f585e405bbeebf82c13ee86c6:6b577b8c04704e209d29b6772bf67243] (the new quick tip spotlight - there are even things to learn about the documentation itself!)
[mention:bfff44045aa043f5981a31f7d4bc754f:6b577b8c04704e209d29b6772bf67243]
[mention:8dfde64fb8264036949d1aeea5e6a327:6b577b8c04704e209d29b6772bf67243] (Sugar Market)
[mention:c691f242e0324c33b00eaf167ba048f3:6b577b8c04704e209d29b6772bf67243:label=Introducing%20the%20new%20Package%20Builder%20%26amp%3B%20Deployer%21]
[mention:5f4022a1ea964654833753083c9c4ba2:6b577b8c04704e209d29b6772bf67243]

And we are now featuring the following content at the top of the page:

Creating Forms in Sugar Market
Account Management to see the last time you interacted with an account
Package Builder and Deployer, a brand new admin tool for sharing packages of configurations and customizations between instances
Using Dashboard Filters, a very powerful feature that is easily missed
Automatically Closing Cases on Customer Request using SugarBPM

If you haven't already subscribed to [mention:142b576b83e240069a029b0227e07bd0:23b05a61c3e5445190d9bfa00453bce4:label=Sugar%20Documentation%20%26amp%3B%20Resources] , do it now! We only post once every few months with a roundup of some useful tips and content that will up your game.

February 7, 2025 Update

Raye Clemente — Fri, 07 Feb 2025 19:58:27 GMT

Happy Friday! We've given another quarterly facelift to the Documentation and Resources section!

We've highlighted some new content that we think may be useful to y'all:

Understanding Sugar's Release Cadence
- Our CRM release cadence changed from quarterly to semi-annual!
Sugar Connect User Guide
- The Sugar Connect User Guide got a nice facelift recently, and we want to show it off!
Understanding and Optimizing Web Activity Tracking in Sugar Market
- Before this was documented, understanding Web Activity and Tracking was complicated in Sugar Market. We're proud to have public information to help marketers!
Focus Drawers
- Focus Drawers have changed the way I use Sugar! Have you tried them yet? Here's all the documentation you need.
Sugar Automate
- Sugar Automate has so many features I've never noticed before (I used to only archive emails!). Check out all the neat things it does!

A number of quick tips have been posted since our last update

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The one we chose to highlight this quarter is Contextual Documentation in Sugar! I always forget this exists, and it helped me when I was confused several times.

Please be sure to like and subscribe to the page for more updates in the future!

November 8, 2024

Nathaniel Vincent — Fri, 08 Nov 2024 18:41:51 GMT

We’re happy to announce some new updates to the Sugar Documentation & Resources page!

The following quick tips have been added in the last quarter, so be sure to check them out to learn some helpful tips and tricks!

In addition, we’ve selected a new quick tip spotlight at the top of the page and refreshed the Featured Content to highlight some helpful docs and help articles that’s worth taking a look at!

Please be sure to subscribe to the page for more updates in the future!

August 9, 2024

Jamie Raffle — Fri, 09 Aug 2024 12:26:42 GMT

Hi friends, thanks for being here! Please enjoy the recent updates to the Sugar Documentation & Resources page!

The following quick tips have been added in the last quarter, so be sure to check them out to learn some helpful tips and tricks!

[mention:3d04360ae6204af8acea5ad6539fed34:6b577b8c04704e209d29b6772bf67243]
[mention:d36d9098600849b89a3ddfc47a798164:6b577b8c04704e209d29b6772bf67243]
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We have also refreshed the Featured Content at the top of the page to showcase some helpful pages we think will be worth your while to check out!

Please let us know if there is additional content you would like to see here and don't forget to subscribe to the page for future updates!

Happy reading! [emoticon:54c2f877fb87435f930becba11136c59]

May 7, 2024

Haley Won — Tue, 07 May 2024 16:47:06 GMT

We’re happy to announce some new updates to the Sugar Documentation & Resources page!

The following quick tips have been added in the last quarter, so be sure to check them out to learn some helpful tips and tricks!

In addition, we’ve selected a new quick tip spotlight at the top of the page and refreshed the Featured Content to highlight some helpful docs and help articles that’s worth taking a look at!

Please be sure to subscribe to the page for more updates in the future!

February 9, 2024

Brenda Rossetto — Fri, 09 Feb 2024 21:51:19 GMT

We have added some new content to the Sugar Documentation & Resources page!

We've selected a new quick tip spotlight and also added a few new quick tips to the collection:

[mention:460db26c0ad94da5974cc8796b1a6729:6b577b8c04704e209d29b6772bf67243:label=%26quot%3BIs%20Anything%26quot%3B%20Operand%20in%20Reports]
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[mention:7c6753740d2741038d86e520e5e6063e:6b577b8c04704e209d29b6772bf67243]

In addition, we refreshed the featured content at the top of the page, highlighting some documentation that is new or updated, or just worth taking a look at. [emoticon:c4563cd7d5574777a71c318021cbbcc8]

Be sure to subscribe to the page for future updates!

3 November 2023

Alex Nassi — Fri, 03 Nov 2023 22:00:44 GMT

Loads of new Quick Tips! Check out all of these great tips:

[mention:a2c262c9f9cf4486bc65d2caf2afa1d5:6b577b8c04704e209d29b6772bf67243]
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