https://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025en-USTelligent Community 12https://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025Wed, 01 Oct 2025 15:03:12 GMT5c521d64-519d-47a6-9065-134618b211bf:185ac648-5fa0-4e13-90e7-83e3fc8bc25eAlex Nassihttps://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025#commentsCurrent Revision posted to Releases by Alex Nassi on 10/1/2025 3:03:12 PM<br /> <table style="margin-left:auto;margin-right:auto;" width="60%"> <tbody> <tr> <td style="border-bottom:0px;padding:5px 5% 5px 5%;text-align:center;vertical-align:middle;"> <p style="text-align:center;"><span style="font-size:200%;line-height:1.25em;"><strong>Choose an option below to see the important release information, especially for you!</strong></span></p> </td> </tr> </tbody> </table> <div style="font-size:0;max-width:100%;text-align:center;"> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#079973;border:3px solid #079973;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="Sell &amp; Serve" href="#sell_serve_user_admin"> <strong>Sugar Sell &amp; Serve</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#e96061;border:3px solid #e96061;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="sales-i" href="#sales-i"> <strong>sales-i</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#007db9;border:3px solid #007db9;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="Market" href="#market"> <strong>Sugar Market</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> </div> <hr /> <div style="display:block;"><a id="sell_serve_user_admin"></a> <table style="background-color:#079973;border-color:#079973;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Sell &amp; Serve</strong></span></p> <p style="text-align:center;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;"><strong>Users&nbsp;&amp; Administrators</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;height:auto;margin-left:auto;margin-right:auto;max-width:100%;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:50%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Sell &amp; Serve Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar Sell &amp; Serve. <br />Keep reading below or see the&nbsp;<strong><a title="Sugar Sell Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sell <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong>and <strong><a title="Sugar Serve Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/serve/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Serve <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong>25.2&nbsp;Release Notes for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Dropdown Editor has been updated and modernized to simplify and streamline the admin experience</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="modernized dropdown editor screenshot" src="/resized-image/__size/748x388/__key/communityserver-wikis-components-files/00-00-00-00-59/Dropdown_5F00_Editor_5F00_25.2.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Format dropdown&nbsp;lists to add style and make information stand out</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:95%;"> <tbody> <tr> <td style="text-align:center;vertical-align:middle;width:50%;"><span style="text-decoration:underline;">Formatted Dropdown Fields</span></td> <td style="text-align:center;vertical-align:middle;width:50%;"><span style="text-decoration:underline;">Formatting Dropdown Fields - Admin</span></td> </tr> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Visual formatting of dropdown fields" src="/resized-image/__size/822x400/__key/communityserver-wikis-components-files/00-00-00-00-59/Formatted-Dropdown-Fields.png" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Admin view of configuring dropdown fields" src="/resized-image/__size/798x402/__key/communityserver-wikis-components-files/00-00-00-00-59/Formatted-Dropdown-Fields-_2D00_-Admin.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Ability to add related records to the Record View dashlet based on the &quot;Relate To&quot; Flex Relate relationship</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the related records in a focus drawer" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/flex_5F00_relate.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>View recent Opportunity record changes to quickly understand how Opportunities change over time</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the changes of opportunities and how they have changed" src="/resized-image/__size/1146x600/__key/communityserver-wikis-components-files/00-00-00-00-59/Opportunity-record-changes.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"></p> <p style="padding-left:30px;text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Additional&nbsp;Highlights</span></strong></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>AI</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>&quot;Needed Follow-ups&quot; shows meetings or calls that need to be followed up on, allowing users to easily open the record in a focus drawer</strong><br /></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the needed follow-ups section" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/imageupdate.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Create activities directly from the &quot;Next Steps&quot; section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets</strong></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="screenshot showing the next steps section and creating activities" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/image-_2800_10_2900_.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="engaged contacts list screenshot" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/Engaged-Contacts.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Roles menu in Sugar showing that access can be deactivated" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/6740.ai_2D00_permissions.png" width="75%" /></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>Sugar Connect (Mail &amp; Calendar Integration)</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Email data is now populated during record creation</strong><br /></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing Sugar Connect and creating a record from email" src="/resized-image/__size/998x600/__key/communityserver-wikis-components-files/00-00-00-00-59/Create-from-Email.png" width="75%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Previously archived emails can now be archived to additional records using the &quot;Archive With Options&quot; functionality</strong></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the Archive to Email window" src="/resized-image/__size/644x600/__key/communityserver-wikis-components-files/00-00-00-00-59/archive-to-additional-records.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Administrators can now define the language used for all outgoing Sugar Connect service communications</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing General Settings for Sugar Connect" src="/resized-image/__size/1202x444/__key/communityserver-wikis-components-files/00-00-00-00-59/language.png" width="75%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler&nbsp;have been&nbsp;updated to match the Sugar look and feel</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt=" Screenshot showing the updated scheduler landing page" src="/resized-image/__size/1006x600/__key/communityserver-wikis-components-files/00-00-00-00-59/schedulerUI.png" width="75%" /></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users can now choose whether embedded images are included by default in archived emails</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the General Options and that embedded images can be saved by default" src="/resized-image/__size/608x600/__key/communityserver-wikis-components-files/00-00-00-00-59/embedded-images.png" width="50%" /></strong></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>SugarCRM Mobile App</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users&nbsp;can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:95%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Map with multiple stops in mobile view" src="/resized-image/__size/368x798/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-3.jpg" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Mobile app showing selection of multiple stops" src="/resized-image/__size/368x798/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-4.jpg" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Driving directions with multiple stops" src="/resized-image/__size/368x802/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-5.jpg" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App</strong><br /></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the mobile app opening links" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/Landing-prompt_5F00_2.jpg" width="25%" /></strong></span></p> <hr /> <div style="padding:0px;text-align:center;"><a style="background:#ffffff;border:3px solid #101820;color:#101820;display:inline-block;font-size:100%;font-weight:bold;padding:13px 72px;text-align:center;text-decoration:none;" title="Developer Content" href="#dev">Developer Information</a></div> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Sugar Sell</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Sugar Serve</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/sugar-sell-25-2-is-live">Sugar Sell 25.2 is Live</a>&nbsp;&nbsp;</strong></li> <li><strong>&nbsp;<a title="Sugar Sell Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Sell Release Notes 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong></li> <li><strong>&nbsp;<a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> |&nbsp;<a title="AI Guides" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/" rel="noopener noreferrer" target="_blank">AI Guides <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Jump to AI Updates" href="#ai_updates">More AI Information</a></strong><hr /></li> <li>&nbsp;<a title="Sugar Sell Administration Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Administration_Guide/" rel="noopener noreferrer" target="_blank">Sugar Sell Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Sugar Sell Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Application_Guide/" rel="noopener noreferrer" target="_blank">Sugar Sell Application Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /><a title="Sugar Sell Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Application_Guide/" rel="noopener noreferrer" target="_blank"></a></li> <li>&nbsp;<a title="SugarCloud Insights Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp; <a title="SugarCloud Insights Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Guide/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="SugarIdentity Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarIdentity Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="SugarIdentity Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Portal Deployment User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Portal_Deployment_User_Guide/" rel="noopener noreferrer" target="_blank">Portal Deployment User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Portal User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Portal_User_Guide/" rel="noopener noreferrer" target="_blank">Portal User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;&nbsp;<hr /></li> <li>&nbsp;<a title="Supported Platforms" href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_25.2.x_Supported_Platforms" rel="noopener noreferrer" target="_blank">Sugar 25.2 Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-connect-updates">Sugar Connect Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-mobile-updates">Mobile App Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-discover-updates">Sugar Discover Updates</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/hint-updates">Sugar Hint Updates</a>&nbsp;&nbsp;&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li><strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-serve-updates/posts/sugar-serve-25-2-is-live">Sugar Serve 25.2 is Live</a>&nbsp;&nbsp;</strong></li> <li><strong>&nbsp;<a title="Sugar Serve Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/serve/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Serve Release Notes 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong></li> <li><strong>&nbsp;<a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> |&nbsp;<a title="AI Guides" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/" rel="noopener noreferrer" target="_blank">AI Guides <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Jump to AI Updates" href="#ai_updates">More AI Information</a></strong><hr /></li> <li>&nbsp;<a title="Sugar Serve Administration Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Administration_Guide/" rel="noopener noreferrer" target="_blank">Sugar Serve Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Sugar Serve Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Application_Guide/" rel="noopener noreferrer" target="_blank">Sugar Serve Application Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a title="SugarCloud Insights Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp; <a title="SugarCloud Insights Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Guide/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="SugarIdentity Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarIdentity Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="SugarIdentity Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Portal Deployment User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Portal_Deployment_User_Guide/" rel="noopener noreferrer" target="_blank">Portal Deployment User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Portal User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Portal_User_Guide/" rel="noopener noreferrer" target="_blank">Portal User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a title="Supported Platforms" href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_25.2.x_Supported_Platforms" rel="noopener noreferrer" target="_blank">Sugar 25.2 Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-connect-updates">Sugar Connect Updates</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-mobile-updates">Mobile App Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/hint-updates">Sugar Hint Updates</a>&nbsp;&nbsp;</li> </ul> </td> </tr> <tr> <td style="vertical-align:top;"></td> <td style="vertical-align:top;"></td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>News, Updates, &amp; Events</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Help Articles &amp; Training</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li><strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/action-required-sugar-sell-25-2-0-microsoft-exchange-online-updates">[ACTION REQUIRED] Sugar Sell 25.2.0 Microsoft Exchange Online Updates</a>&nbsp;&nbsp;</strong></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/update-to-known-sugarbpm-issues-due-to-non-standard-configuration-changes">Update to Known SugarBPM Issues Due to Non-Standard Configuration Changes</a>&nbsp;<strong>&nbsp;</strong></li> <li><strong>&nbsp;</strong><a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/action-required-sugarlive-customers-must-upgrade-their-lex-bot-to-v2">[Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/e/6332">Customer Roadshow - Berlin</a>&nbsp;&ndash;&nbsp;<em>23 Oct 2025</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/e/6333">Customer Roadshow - Chicago</a>&nbsp;&ndash;&nbsp;<em>6 Nov 2025</em></li> <li><em>&nbsp;</em><a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/the-future-of-crm-is-coming-fast-and-we-re-bringing-it-to-you-live">The Future of CRM is Coming Fast and We’re Bringing it to You Live</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/coming-soon-a-smarter-simpler-sugar-status-page-experience">A Smarter, Simpler Sugar Status Page Experience</a>&nbsp;&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/unlock-sales-potential-clarity-consistency-confidence">Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/what-s-new-in-sugarcrm-a-recap-of-our-latest-webinar">What&#39;s New in SugarCRM: A Recap of Our Latest Webinar</a>&nbsp;&nbsp;</li> </ul> <p><em>Subscribe&nbsp;to&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/15">SugarClub Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see the SugarU Live Training calendar, Developer Events, and more!</em></p> <p><em>Subscribe to&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news">Sugar News</a>&nbsp;to be notified of important updates and information from SugarCRM!</em></p> </td> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>Help Articles &amp;&nbsp;Guides</strong></span></p> <ul> <li><strong><a title="What to Expect When Upgrading to 25.2" href="https://support.sugarcrm.com/knowledge_base/installation_upgrade/what_to_expect_when_upgrading_to_25.2" rel="noopener noreferrer" target="_blank">What to Expect When Upgrading to 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong></li> <li><a title="Understanding Sugar's Release Cadence" href="https://support.sugarcrm.com/resources/understanding_sugars_release_cadence/" rel="noopener noreferrer" target="_blank">Understanding Sugar&#39;s Release Cadence <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Package Builder and Deployer" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/administration_guide/developer_tools/package-builder-and-deployer/" rel="noopener noreferrer" target="_blank">Package Builder and Deployer <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a title="Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet" href="https://support.sugarcrm.com/knowledge_base/user_interface/historical_summary_vs._activity_stream_vs._change_log/" rel="noopener noreferrer" target="_blank">Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a title="Integrating With Microsoft Connector for Admins" href="https://support.sugarcrm.com/knowledge_base/connectors_integrations/integrating_with_microsoft_for_admins/" rel="noopener noreferrer" target="_blank">Integrating With Microsoft Connector for Admins <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Creating Role-Based Dropdown Lists" href="https://support.sugarcrm.com/knowledge_base/studio_and_module_builder/creating_role-based_dropdown_lists/" rel="noopener noreferrer" target="_blank">Creating Role-Based Dropdown Lists <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Troubleshooting Missing Data in Discover Reports" href="https://support.sugarcrm.com/knowledge_base/sugar-discover/troubleshooting-missing-data-in-discover-reports/" rel="noopener noreferrer" target="_blank">Troubleshooting Missing Data in Discover Reports <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> </ul> <p style="padding-left:30px;"><span style="color:#000000;"><em>Join the&nbsp;<a href="https://sugarclub.sugarai.com/docs_and_resources/">Sugar Documentation &amp; Resources</a>&nbsp;group for more useful updates!</em></span></p> <hr /> <p><span style="text-decoration:underline;"><strong>Quick Videos</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3006">Lead Prediction in Sugar Sell</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-serve/3005">How to Access SugarLive</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3003">Sugar Reports: &quot;Is Anything&quot; Operand</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/2997">Show Distinct Report Results in Sugar</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3002">Personalizing Your Sugar View</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3037">Behind the Build: A Sugar Admin&#39;s Guide to Package Builder and Deployer</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3043">Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3038">Sugar Discover - Create New Custom Report</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3033">Sugar Discover - How to Update a Sales Stage Name</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3032">Sugar Discover - How to Change a Calculated Field Definition</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3031">Sugar Discover - How to Replace a Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3030">Sugar Discover - How to Change a Field Name</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3029">Sugar Discover - How to Find a Hidden Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3007">Enhanced Forecasting in Sugar Sell Premier</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/2998">Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-connect/3019">Sugar Connect: How to Use Meeting Scheduler and Integrations</a>&nbsp;</li> </ul> </td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;" colspan="2"><a id="ai_updates"></a><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>AI Information &amp; Updates</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>Release Updates</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-7-0-has-been-released">Intelligence add-on is now built into Sugar</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-6-0-has-been-released">Engaged Contacts Section &amp; More</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-4-0-has-been-released">Restrict User Access via Roles, Needed Follow-ups, &amp; More</a>&nbsp;&nbsp;</li> </ul> <p><span style="text-decoration:underline;"><strong>Documentation</strong></span></p> <ul> <li><a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai_release_notes/">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Intelligence:&nbsp;<a title="AI Intelligence User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-intelligence-user-guide/" rel="noopener noreferrer" target="_blank">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Intelligence Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-intelligence-administration-guide/" rel="noopener noreferrer" target="_blank">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Summarization:&nbsp;<a title="AI Summarization User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-summarization-user-guide/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai-summarization-user-guide/">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Summarization Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-summarization-administration-guide/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai_release_notes/">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Prediction:&nbsp;<a title="AI Prediction User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-prediction-user-guide/" rel="noopener noreferrer" target="_blank">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Prediction Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-prediction-administration-guide/" rel="noopener noreferrer" target="_blank">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>News &amp; Updates</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/sugar-intelligence-add_2d00_on-for-enterprise">Sugar Intelligence Add-On is Now Available to Enterprise and Enterprise+</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/new-intelligence-add-on">Introducing the Intelligence Add-on</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/intelligence-add-on-customers-faq-frequently-asked-questions">Intelligence Add-On FAQs</a>&nbsp;</li> </ul> <p><em>Follow&nbsp;<strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates">AI Updates</a>&nbsp;</strong>to stay up-to-date on all new AI functionality and enhancements</em></p> </td> </tr> </tbody> </table> <table style="height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="dev"></a> <table style="background-color:#079973;border-color:#079973;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Sell &amp; Serve</strong></span></p> <p style="text-align:center;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;"><strong>Developers</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Blog Posts &amp; Updates</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Developer Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/official-sugar-rest-api-postman-collection-is-live">Official Sugar REST API Postman Collection Is Live!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/updates-to-our-release-version-convention">Updates to our Release Version Convention that affect Module Loadable Packages</a>&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;&nbsp;<a title="Developer Guide 25.2" href="https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_25.2/" rel="noopener noreferrer" target="_blank">Developer Guide 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp; <a title="Schema 25.2.0" href="https://apidocs.sugarcrm.com/schema/25.2.0/ent/" rel="noopener noreferrer" target="_blank">Schema 25.2.0 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/w/dev-tutorials/1013/sugar-25-2-customization-guide">Sugar 25.2 Customization Guide</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/w/dev-tutorials/967/modern-ui-technical-guide">Modern UI Technical Guide</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/mobile-developers/b/mobile-developer-updates">Mobile Developer Updates</a>&nbsp;&nbsp;</li> </ul> </td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;" colspan="2"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Event Recaps</strong></span></td> </tr> <tr> <td style="vertical-align:top;" colspan="2"> <ul> <li>Sugar 25.2 Developer Webinar&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/icymi-sugar-25-2-developer-update-webinar-recap">Recap</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3045">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3044">Slides</a>&nbsp;&nbsp;</li> <li>Tools &amp; Techniques to Accelerate Sugar Development&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/doh-recap-buildingblocks-roundtable-tools-techniques-to-accelerate-sugar-development">Recap</a>&nbsp;|&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3036">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3035">Slides</a>&nbsp;&nbsp;&nbsp;</li> <li>SugarBPM Best Practices&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/july-2nd-dev-office-hours-sugarbpm-best-practices-recap">Recap</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3021">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3020">Slides</a>&nbsp;&nbsp;</li> <li>June 4th Dev Office Hours Open Table&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/icymi-june-4th-dev-office-hours-open-table">Recap</a>&nbsp;|&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3018">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3017">Slides</a>&nbsp;&nbsp;&nbsp;</li> <li>Metadata Best Practices&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/metadata-best-practices-key-takeaways-from-the-may-7th-session">Recap</a>&nbsp; |&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3010">Recording</a>&nbsp;&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3009">Slides</a>&nbsp;&nbsp;</li> </ul> <p><em>Subscribe&nbsp;to <span style="background-color:#eeeeee;">&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/c/17">Developer Events</a>&nbsp;</span>to be notified of upcoming events and review&nbsp;<a href="/engage/c">All SugarCRM Events</a>&nbsp;to&nbsp;also see the SugarClub Events, SugarU Live Training calendar, and more!</em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="sales-i"></a> <table style="background-color:#e96061;border-color:#e96061;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>sales-i</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;height:auto;margin-left:auto;margin-right:auto;max-width:100%;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:50%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">sales-i Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar sales-i.<br />Keep reading below or see the&nbsp;<strong><a title="Sugar sales-i Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sales-i/release_notes/" rel="noopener noreferrer" target="_blank">sales-i 25.2 Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong> for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:90%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">Currency Selection - Admin</span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">Currency Selection - User</span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Currency Selection Screenshot" src="/resized-image/__size/1048x480/__key/communityserver-wikis-components-files/00-00-00-00-59/currency-selection.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"> <p><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing a user view of multiple currencies" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/multicurrency.png" width="100%" /></p> </td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users can now&nbsp;filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM</strong>&nbsp;</span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:90%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">1) Users can now select additional fields to add to the view</span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">2) Required columns&nbsp;are added the view </span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="1) Users can now select additional fields to add to the view" src="/resized-image/__size/986x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_1.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="2) Required columns are added the view" src="/resized-image/__size/986x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_2.png" width="100%" /></td> </tr> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">3)&nbsp;Users can then&nbsp;apply a filter to that view </span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">4) The view is updated to show the customer accounts based on the filter</span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="3) Users can then apply a filter to that view" src="/resized-image/__size/914x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_3.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="4) The view is updated to show the customer accounts based on the filter" src="/resized-image/__size/914x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_4.png" width="100%" /></td> </tr> </tbody> </table> <hr /></td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:200%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Product Updates</strong></span></td> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Release Notes &amp; Product Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-2-0-has-been-released">sales-i 25.2.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-2-has-been-released">sales-i 25.1.2 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-1-has-been-released">sales-i 25.1.1 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-0-6-has-been-released">sales-i 25.1.0.6 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-0-has-been-released">sales-i 25.1.0 has been released!</a>&nbsp;&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li><a title="sales-i 25.2 Release Notes" href="https://support.sugarcrm.com/documentation/sales-i/release_notes/" rel="noopener noreferrer" target="_blank">sales-i 25.2.0 Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a id="" title="sales-i Documentation" href="https://support.sugarcrm.com/documentation/?product=sales-i" rel="noopener noreferrer" target="_blank">sales-i Documentation <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> </tr> <tr> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Quick Videos &amp; Updates</strong></span></td> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Training Sessions</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/new-resource-sales-i-data-extract-guide">New Resource: sales-i Data Extract Guide</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3034">sales-i 25: A Day in the Life</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3013">sales-i 25 Extras: Adding Meaningful Insights To The Home Screen</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3014">sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3015">sales-i 25 Extras: Nylas Email Sync Setup</a>&nbsp;&nbsp; &nbsp;</li> </ul> <p><em>More videos are coming soon! Turn page notifications on for&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos">sales-i Quick Videos</a>&nbsp;to be notified of updates.</em></p> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6337">Enquiries — Build Custom Reports with Confidence</a>&nbsp;<br />&nbsp;2<em>&nbsp;October 2025 3:00 PM (UK)</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6338">Alerts — Stay Ahead with Smarter Sales Rules</a>&nbsp;<br /><em>9&nbsp;October 2025 3:00 PM (UK)</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6339">Home Page, Dashboards &amp; Insights — Make sales-i Your Own</a>&nbsp;<br /><em>&nbsp;16 October 2025 3:00 PM (UK)</em></li> </ul> <p style="padding-left:30px;"><em>Review&nbsp;previous session recordings in&nbsp;<a href="https://sugarclub.sugarai.com/learn/a/event-recordings">Event Recordings &gt; sales-i Webinars</a>&nbsp;&nbsp;</em></p> <p style="padding-left:30px;"><em><span class="event-timezone">Subscribe&nbsp;to&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/50">sales-i Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see more from SugarCRM!</span></em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="market"></a> <table style="background-color:#007db9;border-color:#007db9;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Market</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:100%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Sugar Market Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar Market.<br />See the <strong><a title="Sugar Market Release Notes" href="https://support.sugarcrm.com/documentation/market/sugar_market_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Market Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong>&nbsp;for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Search across all lists in Email Builder<br /></strong>Users can&nbsp;now search across all lists at once within Email Builder when selecting recipients, making it easier to find the people to send to</span></p> <table style="margin-left:auto;margin-right:auto;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Recipients searching in Sugar Market" src="/resized-image/__size/858x802/__key/communityserver-wikis-components-files/00-00-00-00-59/Recipients.png" width="75%%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Email template type consolidation<br /></strong>The three email template types have been merged into a single view, with a Type field added to accurately reflect each template type</span></p> <table style="margin-left:auto;margin-right:auto;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing all email templates in one place" src="/resized-image/__size/1342x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Templates.png" width="100%" /></td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:200%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>SugarClub Release Updates</strong></span></td> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Release Notes &amp; Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-12-0-has-been-released-523966169">Sugar Market 25.12.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-10-0-has-been-released">Sugar Market 25.10.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-9-0-has-been-released">Sugar Market 25.9.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-8-0-has-been-released">Sugar Market 25.8.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-7-0-has-been-released">Sugar Market 25.7.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-6-0-has-been-released">Sugar Market 25.6.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-5-0-has-been-released">Sugar Market 25.5.0 has been released!</a>&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a title="Sugar Market Release Notes" href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_Release_Notes/" rel="noopener noreferrer" target="_blank">Sugar Market Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_User_Guide/" rel="noopener noreferrer" target="_blank">Sugar Market User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_Integrations_Guide/" rel="noopener noreferrer" target="_blank">Sugar Market Integration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_Market_Supported_Platforms" rel="noopener noreferrer" target="_blank">Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="REST API Documentation" href="https://market.apidocs.sugarcrm.com/" rel="noopener noreferrer" target="_blank">REST API Documentation <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> </tr> <tr> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Blog Posts &amp; Help Articles</strong></span></td> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Training Sessions</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/b/announcements/posts/available-now-the-certified-sugar-market-specialist-exam-2025">Available Now! The Certified Sugar Market Specialist Exam 2025</a>&nbsp;</li> <li>&nbsp;<a title="Understanding Nurture Builder 2.0 vs Nurture Builder 1.0" href="https://support.sugarcrm.com/knowledge_base/market/nurtures/understanding_nurture_builder_2.0_vs_nurture_builder_1.0/" rel="noopener noreferrer" target="_blank">Understanding Nurture Builder 2.0 vs Nurture Builder 1.0 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li>&nbsp;<a title="Improving Email Deliverability" href="https://support.sugarcrm.com/knowledge_base/market/deliverability/troubleshooting_test_emails_and_general_deliverability/" rel="noopener noreferrer" target="_blank">Improving Email Deliverability <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-enterprise-25-1-upgrade-advisory">ACTION REQUIRED: On-site Sugar Enterprise customers using the Sugar Market connector must not upgrade to 25.1.0</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/retiring-bullhorn-crm-integration-with-sugar-market">Retiring Bullhorn CRM Integration with Sugar Market</a>&nbsp;&nbsp;</li> </ul> <p style="padding-left:30px;"><em>Join&nbsp;<a href="https://sugarclub.sugarai.com/docs_and_resources/">Sugar Documentation &amp; Resources</a>&nbsp;for more upcoming useful updates!</em></p> </td> <td style="vertical-align:top;"> <ul> <li>Please visit&nbsp;<a href="https://sugarclub.sugarai.com/learn/a/event-recordings">Event Recordings &gt; Sugar Market Academy</a>&nbsp;to view recordings from previous sessions</li> </ul> <p><em><span class="event-timezone">Subscribe to&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/15">SugarClub Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see the SugarU Live Training calendar, Developer Events, and more!</span></em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /><div style="clear:both;"></div> https://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025/revision/5Tue, 30 Sep 2025 16:46:44 GMT5c521d64-519d-47a6-9065-134618b211bf:185ac648-5fa0-4e13-90e7-83e3fc8bc25eAlex Nassihttps://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025#commentsRevision 5 posted to Releases by Alex Nassi on 9/30/2025 4:46:44 PM<br /> <table style="margin-left:auto;margin-right:auto;" width="60%"> <tbody> <tr> <td style="border-bottom:0px;padding:5px 5% 5px 5%;text-align:center;vertical-align:middle;"> <p style="text-align:center;"><span style="font-size:200%;line-height:1.25em;"><strong>Choose an option below to see the important release information, especially for you!</strong></span></p> </td> </tr> </tbody> </table> <div style="font-size:0;max-width:100%;text-align:center;"> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#079973;border:3px solid #079973;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="Sell &amp; Serve" href="#sell_serve_user_admin"> <strong>Sugar Sell &amp; Serve</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#e96061;border:3px solid #e96061;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="sales-i" href="#sales-i"> <strong>sales-i</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#007db9;border:3px solid #007db9;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="Market" href="#market"> <strong>Sugar Market</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> </div> <hr /> <div style="display:block;"><a id="sell_serve_user_admin"></a> <table style="background-color:#079973;border-color:#079973;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Sell &amp; Serve</strong></span></p> <p style="text-align:center;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;"><strong>Users&nbsp;&amp; Administrators</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;height:auto;margin-left:auto;margin-right:auto;max-width:100%;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:50%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Sell &amp; Serve Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar Sell &amp; Serve. <br />Keep reading below or see the&nbsp;<strong><a title="Sugar Sell Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sell <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong>and <strong><a title="Sugar Serve Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/serve/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Serve <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong>25.2&nbsp;Release Notes for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Dropdown Editor has been updated and modernized to simplify and streamline the admin experience</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="modernized dropdown editor screenshot" src="/resized-image/__size/748x388/__key/communityserver-wikis-components-files/00-00-00-00-59/Dropdown_5F00_Editor_5F00_25.2.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Format dropdown&nbsp;lists to add style and make information stand out</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:95%;"> <tbody> <tr> <td style="text-align:center;vertical-align:middle;width:50%;"><span style="text-decoration:underline;">Formatted Dropdown Fields</span></td> <td style="text-align:center;vertical-align:middle;width:50%;"><span style="text-decoration:underline;">Formatting Dropdown Fields - Admin</span></td> </tr> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Visual formatting of dropdown fields" src="/resized-image/__size/822x400/__key/communityserver-wikis-components-files/00-00-00-00-59/Formatted-Dropdown-Fields.png" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Admin view of configuring dropdown fields" src="/resized-image/__size/798x402/__key/communityserver-wikis-components-files/00-00-00-00-59/Formatted-Dropdown-Fields-_2D00_-Admin.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Ability to add related records to the Record View dashlet based on the &quot;Relate To&quot; Flex Relate relationship</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the related records in a focus drawer" src="/resized-image/__size/1140x600/__key/communityserver-wikis-components-files/00-00-00-00-59/editing-via-list-view-dashlets.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>View recent Opportunity record changes to quickly understand how Opportunities change over time</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the changes of opportunities and how they have changed" src="/resized-image/__size/1146x600/__key/communityserver-wikis-components-files/00-00-00-00-59/Opportunity-record-changes.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"></p> <p style="padding-left:30px;text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Additional&nbsp;Highlights</span></strong></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>AI</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>&quot;Needed Follow-ups&quot; shows meetings or calls that need to be followed up on, allowing users to easily open the record in a focus drawer</strong><br /></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the needed follow-ups section" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/imageupdate.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Create activities directly from the &quot;Next Steps&quot; section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets</strong></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="screenshot showing the next steps section and creating activities" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/image-_2800_10_2900_.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="engaged contacts list screenshot" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/Engaged-Contacts.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Roles menu in Sugar showing that access can be deactivated" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/6740.ai_2D00_permissions.png" width="75%" /></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>Sugar Connect (Mail &amp; Calendar Integration)</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Email data is now populated during record creation</strong><br /></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing Sugar Connect and creating a record from email" src="/resized-image/__size/998x600/__key/communityserver-wikis-components-files/00-00-00-00-59/Create-from-Email.png" width="75%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Previously archived emails can now be archived to additional records using the &quot;Archive With Options&quot; functionality</strong></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the Archive to Email window" src="/resized-image/__size/644x600/__key/communityserver-wikis-components-files/00-00-00-00-59/archive-to-additional-records.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Administrators can now define the language used for all outgoing Sugar Connect service communications</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing General Settings for Sugar Connect" src="/resized-image/__size/1202x444/__key/communityserver-wikis-components-files/00-00-00-00-59/language.png" width="75%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler&nbsp;have been&nbsp;updated to match the Sugar look and feel</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt=" Screenshot showing the updated scheduler landing page" src="/resized-image/__size/1006x600/__key/communityserver-wikis-components-files/00-00-00-00-59/schedulerUI.png" width="75%" /></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users can now choose whether embedded images are included by default in archived emails</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the General Options and that embedded images can be saved by default" src="/resized-image/__size/608x600/__key/communityserver-wikis-components-files/00-00-00-00-59/embedded-images.png" width="50%" /></strong></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>SugarCRM Mobile App</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users&nbsp;can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:95%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Map with multiple stops in mobile view" src="/resized-image/__size/368x798/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-3.jpg" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Mobile app showing selection of multiple stops" src="/resized-image/__size/368x798/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-4.jpg" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Driving directions with multiple stops" src="/resized-image/__size/368x802/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-5.jpg" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App</strong><br /></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the mobile app opening links" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/Landing-prompt_5F00_2.jpg" width="25%" /></strong></span></p> <hr /> <div style="padding:0px;text-align:center;"><a style="background:#ffffff;border:3px solid #101820;color:#101820;display:inline-block;font-size:100%;font-weight:bold;padding:13px 72px;text-align:center;text-decoration:none;" title="Developer Content" href="#dev">Developer Information</a></div> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Sugar Sell</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Sugar Serve</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/sugar-sell-25-2-is-live">Sugar Sell 25.2 is Live</a>&nbsp;&nbsp;</strong></li> <li><strong>&nbsp;<a title="Sugar Sell Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Sell Release Notes 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong></li> <li><strong>&nbsp;<a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> |&nbsp;<a title="AI Guides" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/" rel="noopener noreferrer" target="_blank">AI Guides <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Jump to AI Updates" href="#ai_updates">More AI Information</a></strong><hr /></li> <li>&nbsp;<a title="Sugar Sell Administration Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Administration_Guide/" rel="noopener noreferrer" target="_blank">Sugar Sell Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Sugar Sell Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Application_Guide/" rel="noopener noreferrer" target="_blank">Sugar Sell Application Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /><a title="Sugar Sell Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Application_Guide/" rel="noopener noreferrer" target="_blank"></a></li> <li>&nbsp;<a title="SugarCloud Insights Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp; <a title="SugarCloud Insights Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Guide/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="SugarIdentity Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarIdentity Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="SugarIdentity Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Portal Deployment User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Portal_Deployment_User_Guide/" rel="noopener noreferrer" target="_blank">Portal Deployment User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Portal User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Portal_User_Guide/" rel="noopener noreferrer" target="_blank">Portal User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;&nbsp;<hr /></li> <li>&nbsp;<a title="Supported Platforms" href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_25.2.x_Supported_Platforms" rel="noopener noreferrer" target="_blank">Sugar 25.2 Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-connect-updates">Sugar Connect Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-mobile-updates">Mobile App Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-discover-updates">Sugar Discover Updates</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/hint-updates">Sugar Hint Updates</a>&nbsp;&nbsp;&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li><strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-serve-updates/posts/sugar-serve-25-2-is-live">Sugar Serve 25.2 is Live</a>&nbsp;&nbsp;</strong></li> <li><strong>&nbsp;<a title="Sugar Serve Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/serve/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Serve Release Notes 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong></li> <li><strong>&nbsp;<a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> |&nbsp;<a title="AI Guides" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/" rel="noopener noreferrer" target="_blank">AI Guides <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Jump to AI Updates" href="#ai_updates">More AI Information</a></strong><hr /></li> <li>&nbsp;<a title="Sugar Serve Administration Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Administration_Guide/" rel="noopener noreferrer" target="_blank">Sugar Serve Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Sugar Serve Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Application_Guide/" rel="noopener noreferrer" target="_blank">Sugar Serve Application Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a title="SugarCloud Insights Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp; <a title="SugarCloud Insights Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Guide/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="SugarIdentity Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarIdentity Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="SugarIdentity Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Portal Deployment User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Portal_Deployment_User_Guide/" rel="noopener noreferrer" target="_blank">Portal Deployment User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Portal User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Portal_User_Guide/" rel="noopener noreferrer" target="_blank">Portal User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a title="Supported Platforms" href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_25.2.x_Supported_Platforms" rel="noopener noreferrer" target="_blank">Sugar 25.2 Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-connect-updates">Sugar Connect Updates</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-mobile-updates">Mobile App Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/hint-updates">Sugar Hint Updates</a>&nbsp;&nbsp;</li> </ul> </td> </tr> <tr> <td style="vertical-align:top;"></td> <td style="vertical-align:top;"></td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>News, Updates, &amp; Events</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Help Articles &amp; Training</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li><strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/action-required-sugar-sell-25-2-0-microsoft-exchange-online-updates">[ACTION REQUIRED] Sugar Sell 25.2.0 Microsoft Exchange Online Updates</a>&nbsp;&nbsp;</strong></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/update-to-known-sugarbpm-issues-due-to-non-standard-configuration-changes">Update to Known SugarBPM Issues Due to Non-Standard Configuration Changes</a>&nbsp;<strong>&nbsp;</strong></li> <li><strong>&nbsp;</strong><a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/action-required-sugarlive-customers-must-upgrade-their-lex-bot-to-v2">[Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/e/6332">Customer Roadshow - Berlin</a>&nbsp;&ndash;&nbsp;<em>23 Oct 2025</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/e/6333">Customer Roadshow - Chicago</a>&nbsp;&ndash;&nbsp;<em>6 Nov 2025</em></li> <li><em>&nbsp;</em><a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/the-future-of-crm-is-coming-fast-and-we-re-bringing-it-to-you-live">The Future of CRM is Coming Fast and We’re Bringing it to You Live</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/coming-soon-a-smarter-simpler-sugar-status-page-experience">A Smarter, Simpler Sugar Status Page Experience</a>&nbsp;&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/unlock-sales-potential-clarity-consistency-confidence">Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/what-s-new-in-sugarcrm-a-recap-of-our-latest-webinar">What&#39;s New in SugarCRM: A Recap of Our Latest Webinar</a>&nbsp;&nbsp;</li> </ul> <p><em>Subscribe&nbsp;to&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/15">SugarClub Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see the SugarU Live Training calendar, Developer Events, and more!</em></p> <p><em>Subscribe to&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news">Sugar News</a>&nbsp;to be notified of important updates and information from SugarCRM!</em></p> </td> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>Help Articles &amp;&nbsp;Guides</strong></span></p> <ul> <li><strong><a title="What to Expect When Upgrading to 25.2" href="https://support.sugarcrm.com/knowledge_base/installation_upgrade/what_to_expect_when_upgrading_to_25.2" rel="noopener noreferrer" target="_blank">What to Expect When Upgrading to 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong></li> <li><a title="Understanding Sugar's Release Cadence" href="https://support.sugarcrm.com/resources/understanding_sugars_release_cadence/" rel="noopener noreferrer" target="_blank">Understanding Sugar&#39;s Release Cadence <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Package Builder and Deployer" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/administration_guide/developer_tools/package-builder-and-deployer/" rel="noopener noreferrer" target="_blank">Package Builder and Deployer <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a title="Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet" href="https://support.sugarcrm.com/knowledge_base/user_interface/historical_summary_vs._activity_stream_vs._change_log/" rel="noopener noreferrer" target="_blank">Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a title="Integrating With Microsoft Connector for Admins" href="https://support.sugarcrm.com/knowledge_base/connectors_integrations/integrating_with_microsoft_for_admins/" rel="noopener noreferrer" target="_blank">Integrating With Microsoft Connector for Admins <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Creating Role-Based Dropdown Lists" href="https://support.sugarcrm.com/knowledge_base/studio_and_module_builder/creating_role-based_dropdown_lists/" rel="noopener noreferrer" target="_blank">Creating Role-Based Dropdown Lists <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Troubleshooting Missing Data in Discover Reports" href="https://support.sugarcrm.com/knowledge_base/sugar-discover/troubleshooting-missing-data-in-discover-reports/" rel="noopener noreferrer" target="_blank">Troubleshooting Missing Data in Discover Reports <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> </ul> <p style="padding-left:30px;"><span style="color:#000000;"><em>Join the&nbsp;<a href="https://sugarclub.sugarai.com/docs_and_resources/">Sugar Documentation &amp; Resources</a>&nbsp;group for more useful updates!</em></span></p> <hr /> <p><span style="text-decoration:underline;"><strong>Quick Videos</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3006">Lead Prediction in Sugar Sell</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-serve/3005">How to Access SugarLive</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3003">Sugar Reports: &quot;Is Anything&quot; Operand</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/2997">Show Distinct Report Results in Sugar</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3002">Personalizing Your Sugar View</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3037">Behind the Build: A Sugar Admin&#39;s Guide to Package Builder and Deployer</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3043">Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3038">Sugar Discover - Create New Custom Report</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3033">Sugar Discover - How to Update a Sales Stage Name</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3032">Sugar Discover - How to Change a Calculated Field Definition</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3031">Sugar Discover - How to Replace a Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3030">Sugar Discover - How to Change a Field Name</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3029">Sugar Discover - How to Find a Hidden Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3007">Enhanced Forecasting in Sugar Sell Premier</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/2998">Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-connect/3019">Sugar Connect: How to Use Meeting Scheduler and Integrations</a>&nbsp;</li> </ul> </td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;" colspan="2"><a id="ai_updates"></a><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>AI Information &amp; Updates</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>Release Updates</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-7-0-has-been-released">Intelligence add-on is now built into Sugar</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-6-0-has-been-released">Engaged Contacts Section &amp; More</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-4-0-has-been-released">Restrict User Access via Roles, Needed Follow-ups, &amp; More</a>&nbsp;&nbsp;</li> </ul> <p><span style="text-decoration:underline;"><strong>Documentation</strong></span></p> <ul> <li><a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai_release_notes/">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Intelligence:&nbsp;<a title="AI Intelligence User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-intelligence-user-guide/" rel="noopener noreferrer" target="_blank">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Intelligence Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-intelligence-administration-guide/" rel="noopener noreferrer" target="_blank">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Summarization:&nbsp;<a title="AI Summarization User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-summarization-user-guide/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai-summarization-user-guide/">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Summarization Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-summarization-administration-guide/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai_release_notes/">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Prediction:&nbsp;<a title="AI Prediction User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-prediction-user-guide/" rel="noopener noreferrer" target="_blank">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Prediction Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-prediction-administration-guide/" rel="noopener noreferrer" target="_blank">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>News &amp; Updates</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/sugar-intelligence-add_2d00_on-for-enterprise">Sugar Intelligence Add-On is Now Available to Enterprise and Enterprise+</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/new-intelligence-add-on">Introducing the Intelligence Add-on</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/intelligence-add-on-customers-faq-frequently-asked-questions">Intelligence Add-On FAQs</a>&nbsp;</li> </ul> <p><em>Follow&nbsp;<strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates">AI Updates</a>&nbsp;</strong>to stay up-to-date on all new AI functionality and enhancements</em></p> </td> </tr> </tbody> </table> <table style="height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="dev"></a> <table style="background-color:#079973;border-color:#079973;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Sell &amp; Serve</strong></span></p> <p style="text-align:center;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;"><strong>Developers</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Blog Posts &amp; Updates</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Developer Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/official-sugar-rest-api-postman-collection-is-live">Official Sugar REST API Postman Collection Is Live!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/updates-to-our-release-version-convention">Updates to our Release Version Convention that affect Module Loadable Packages</a>&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;&nbsp;<a title="Developer Guide 25.2" href="https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_25.2/" rel="noopener noreferrer" target="_blank">Developer Guide 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp; <a title="Schema 25.2.0" href="https://apidocs.sugarcrm.com/schema/25.2.0/ent/" rel="noopener noreferrer" target="_blank">Schema 25.2.0 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/w/dev-tutorials/1013/sugar-25-2-customization-guide">Sugar 25.2 Customization Guide</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/w/dev-tutorials/967/modern-ui-technical-guide">Modern UI Technical Guide</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/mobile-developers/b/mobile-developer-updates">Mobile Developer Updates</a>&nbsp;&nbsp;</li> </ul> </td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;" colspan="2"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Event Recaps</strong></span></td> </tr> <tr> <td style="vertical-align:top;" colspan="2"> <ul> <li>Sugar 25.2 Developer Webinar&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/icymi-sugar-25-2-developer-update-webinar-recap">Recap</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3045">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3044">Slides</a>&nbsp;&nbsp;</li> <li>Tools &amp; Techniques to Accelerate Sugar Development&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/doh-recap-buildingblocks-roundtable-tools-techniques-to-accelerate-sugar-development">Recap</a>&nbsp;|&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3036">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3035">Slides</a>&nbsp;&nbsp;&nbsp;</li> <li>SugarBPM Best Practices&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/july-2nd-dev-office-hours-sugarbpm-best-practices-recap">Recap</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3021">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3020">Slides</a>&nbsp;&nbsp;</li> <li>June 4th Dev Office Hours Open Table&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/icymi-june-4th-dev-office-hours-open-table">Recap</a>&nbsp;|&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3018">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3017">Slides</a>&nbsp;&nbsp;&nbsp;</li> <li>Metadata Best Practices&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/metadata-best-practices-key-takeaways-from-the-may-7th-session">Recap</a>&nbsp; |&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3010">Recording</a>&nbsp;&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3009">Slides</a>&nbsp;&nbsp;</li> </ul> <p><em>Subscribe&nbsp;to <span style="background-color:#eeeeee;">&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/c/17">Developer Events</a>&nbsp;</span>to be notified of upcoming events and review&nbsp;<a href="/engage/c">All SugarCRM Events</a>&nbsp;to&nbsp;also see the SugarClub Events, SugarU Live Training calendar, and more!</em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="sales-i"></a> <table style="background-color:#e96061;border-color:#e96061;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>sales-i</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;height:auto;margin-left:auto;margin-right:auto;max-width:100%;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:50%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">sales-i Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar sales-i.<br />Keep reading below or see the&nbsp;<strong><a title="Sugar sales-i Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sales-i/release_notes/" rel="noopener noreferrer" target="_blank">sales-i 25.2 Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong> for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:90%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">Currency Selection - Admin</span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">Currency Selection - User</span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Currency Selection Screenshot" src="/resized-image/__size/1048x480/__key/communityserver-wikis-components-files/00-00-00-00-59/currency-selection.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"> <p><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing a user view of multiple currencies" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/multicurrency.png" width="100%" /></p> </td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users can now&nbsp;filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM</strong>&nbsp;</span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:90%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">1) Users can now select additional fields to add to the view</span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">2) Required columns&nbsp;are added the view </span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="1) Users can now select additional fields to add to the view" src="/resized-image/__size/986x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_1.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="2) Required columns are added the view" src="/resized-image/__size/986x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_2.png" width="100%" /></td> </tr> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">3)&nbsp;Users can then&nbsp;apply a filter to that view </span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">4) The view is updated to show the customer accounts based on the filter</span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="3) Users can then apply a filter to that view" src="/resized-image/__size/914x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_3.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="4) The view is updated to show the customer accounts based on the filter" src="/resized-image/__size/914x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_4.png" width="100%" /></td> </tr> </tbody> </table> <hr /></td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:200%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Product Updates</strong></span></td> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Release Notes &amp; Product Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-2-0-has-been-released">sales-i 25.2.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-2-has-been-released">sales-i 25.1.2 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-1-has-been-released">sales-i 25.1.1 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-0-6-has-been-released">sales-i 25.1.0.6 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-0-has-been-released">sales-i 25.1.0 has been released!</a>&nbsp;&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li><a title="sales-i 25.2 Release Notes" href="https://support.sugarcrm.com/documentation/sales-i/release_notes/" rel="noopener noreferrer" target="_blank">sales-i 25.2.0 Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a id="" title="sales-i Documentation" href="https://support.sugarcrm.com/documentation/?product=sales-i" rel="noopener noreferrer" target="_blank">sales-i Documentation <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> </tr> <tr> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Quick Videos &amp; Updates</strong></span></td> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Training Sessions</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/new-resource-sales-i-data-extract-guide">New Resource: sales-i Data Extract Guide</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3034">sales-i 25: A Day in the Life</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3013">sales-i 25 Extras: Adding Meaningful Insights To The Home Screen</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3014">sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3015">sales-i 25 Extras: Nylas Email Sync Setup</a>&nbsp;&nbsp; &nbsp;</li> </ul> <p><em>More videos are coming soon! Turn page notifications on for&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos">sales-i Quick Videos</a>&nbsp;to be notified of updates.</em></p> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6337">Enquiries — Build Custom Reports with Confidence</a>&nbsp;<br />&nbsp;2<em>&nbsp;October 2025 3:00 PM (UK)</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6338">Alerts — Stay Ahead with Smarter Sales Rules</a>&nbsp;<br /><em>9&nbsp;October 2025 3:00 PM (UK)</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6339">Home Page, Dashboards &amp; Insights — Make sales-i Your Own</a>&nbsp;<br /><em>&nbsp;16 October 2025 3:00 PM (UK)</em></li> </ul> <p style="padding-left:30px;"><em>Review&nbsp;previous session recordings in&nbsp;<a href="https://sugarclub.sugarai.com/learn/a/event-recordings">Event Recordings &gt; sales-i Webinars</a>&nbsp;&nbsp;</em></p> <p style="padding-left:30px;"><em><span class="event-timezone">Subscribe&nbsp;to&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/50">sales-i Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see more from SugarCRM!</span></em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="market"></a> <table style="background-color:#007db9;border-color:#007db9;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Market</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:100%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Sugar Market Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar Market.<br />See the <strong><a title="Sugar Market Release Notes" href="https://support.sugarcrm.com/documentation/market/sugar_market_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Market Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong>&nbsp;for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Search across all lists in Email Builder<br /></strong>Users can&nbsp;now search across all lists at once within Email Builder when selecting recipients, making it easier to find the people to send to</span></p> <table style="margin-left:auto;margin-right:auto;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Recipients searching in Sugar Market" src="/resized-image/__size/858x802/__key/communityserver-wikis-components-files/00-00-00-00-59/Recipients.png" width="75%%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Email template type consolidation<br /></strong>The three email template types have been merged into a single view, with a Type field added to accurately reflect each template type</span></p> <table style="margin-left:auto;margin-right:auto;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing all email templates in one place" src="/resized-image/__size/1342x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Templates.png" width="100%" /></td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:200%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>SugarClub Release Updates</strong></span></td> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Release Notes &amp; Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-12-0-has-been-released-523966169">Sugar Market 25.12.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-10-0-has-been-released">Sugar Market 25.10.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-9-0-has-been-released">Sugar Market 25.9.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-8-0-has-been-released">Sugar Market 25.8.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-7-0-has-been-released">Sugar Market 25.7.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-6-0-has-been-released">Sugar Market 25.6.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-5-0-has-been-released">Sugar Market 25.5.0 has been released!</a>&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a title="Sugar Market Release Notes" href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_Release_Notes/" rel="noopener noreferrer" target="_blank">Sugar Market Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_User_Guide/" rel="noopener noreferrer" target="_blank">Sugar Market User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_Integrations_Guide/" rel="noopener noreferrer" target="_blank">Sugar Market Integration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_Market_Supported_Platforms" rel="noopener noreferrer" target="_blank">Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="REST API Documentation" href="https://market.apidocs.sugarcrm.com/" rel="noopener noreferrer" target="_blank">REST API Documentation <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> </tr> <tr> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Blog Posts &amp; Help Articles</strong></span></td> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Training Sessions</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/b/announcements/posts/available-now-the-certified-sugar-market-specialist-exam-2025">Available Now! The Certified Sugar Market Specialist Exam 2025</a>&nbsp;</li> <li>&nbsp;<a title="Understanding Nurture Builder 2.0 vs Nurture Builder 1.0" href="https://support.sugarcrm.com/knowledge_base/market/nurtures/understanding_nurture_builder_2.0_vs_nurture_builder_1.0/" rel="noopener noreferrer" target="_blank">Understanding Nurture Builder 2.0 vs Nurture Builder 1.0 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li>&nbsp;<a title="Improving Email Deliverability" href="https://support.sugarcrm.com/knowledge_base/market/deliverability/troubleshooting_test_emails_and_general_deliverability/" rel="noopener noreferrer" target="_blank">Improving Email Deliverability <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-enterprise-25-1-upgrade-advisory">ACTION REQUIRED: On-site Sugar Enterprise customers using the Sugar Market connector must not upgrade to 25.1.0</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/retiring-bullhorn-crm-integration-with-sugar-market">Retiring Bullhorn CRM Integration with Sugar Market</a>&nbsp;&nbsp;</li> </ul> <p style="padding-left:30px;"><em>Join&nbsp;<a href="https://sugarclub.sugarai.com/docs_and_resources/">Sugar Documentation &amp; Resources</a>&nbsp;for more upcoming useful updates!</em></p> </td> <td style="vertical-align:top;"> <ul> <li>Please visit&nbsp;<a href="https://sugarclub.sugarai.com/learn/a/event-recordings">Event Recordings &gt; Sugar Market Academy</a>&nbsp;to view recordings from previous sessions</li> </ul> <p><em><span class="event-timezone">Subscribe to&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/15">SugarClub Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see the SugarU Live Training calendar, Developer Events, and more!</span></em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /><div style="clear:both;"></div> https://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025/revision/4Tue, 30 Sep 2025 16:41:15 GMT5c521d64-519d-47a6-9065-134618b211bf:185ac648-5fa0-4e13-90e7-83e3fc8bc25eAlex Nassihttps://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025#commentsRevision 4 posted to Releases by Alex Nassi on 9/30/2025 4:41:15 PM<br /> <table style="margin-left:auto;margin-right:auto;" width="60%"> <tbody> <tr> <td style="border-bottom:0px;padding:5px 5% 5px 5%;text-align:center;vertical-align:middle;"> <p style="text-align:center;"><span style="font-size:200%;line-height:1.25em;"><strong>Choose an option below to see the important release information, especially for you!</strong></span></p> </td> </tr> </tbody> </table> <div style="font-size:0;max-width:100%;text-align:center;"> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#079973;border:3px solid #079973;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="Sell &amp; Serve" href="#sell_serve_user_admin"> <strong>Sugar Sell &amp; Serve</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#e96061;border:3px solid #e96061;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="sales-i" href="#sales-i"> <strong>sales-i</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> <div style="display:inline-block;max-width:375px;padding:10px;vertical-align:top;width:75%;"><a style="background:#007db9;border:3px solid #007db9;color:#ffffff;display:block;font-size:23px;line-height:1.25;padding:16px;text-align:center;text-decoration:none;white-space:normal;width:100%;" title="Market" href="#market"> <strong>Sugar Market</strong><br /> <i class="fa-solid fa-chevrons-down" style="color:#ffffff;"></i> </a></div> </div> <hr /> <div style="display:block;"><a id="sell_serve_user_admin"></a> <table style="background-color:#079973;border-color:#079973;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Sell &amp; Serve</strong></span></p> <p style="text-align:center;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;"><strong>Users&nbsp;&amp; Administrators</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;height:auto;margin-left:auto;margin-right:auto;max-width:100%;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:50%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Sell &amp; Serve Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar Sell &amp; Serve. <br />Keep reading below or see the&nbsp;<strong><a title="Sugar Sell Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sell <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong>and <strong><a title="Sugar Serve Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/serve/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Serve <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong>25.2&nbsp;Release Notes for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Dropdown Editor has been updated and modernized to simplify and streamline the admin experience</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="modernized dropdown editor screenshot" src="/resized-image/__size/748x388/__key/communityserver-wikis-components-files/00-00-00-00-59/Dropdown_5F00_Editor_5F00_25.2.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Format dropdown&nbsp;lists to add style and make information stand out</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:95%;"> <tbody> <tr> <td style="text-align:center;vertical-align:middle;width:50%;"><span style="text-decoration:underline;">Formatted Dropdown Fields</span></td> <td style="text-align:center;vertical-align:middle;width:50%;"><span style="text-decoration:underline;">Formatting Dropdown Fields - Admin</span></td> </tr> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Visual formatting of dropdown fields" src="/resized-image/__size/822x400/__key/communityserver-wikis-components-files/00-00-00-00-59/Formatted-Dropdown-Fields.png" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Admin view of configuring dropdown fields" src="/resized-image/__size/798x402/__key/communityserver-wikis-components-files/00-00-00-00-59/Formatted-Dropdown-Fields-_2D00_-Admin.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Ability to add related records to the Record View dashlet based on the &quot;Relate To&quot; Flex Relate relationship</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the related records in a focus drawer" src="/resized-image/__size/1140x600/__key/communityserver-wikis-components-files/00-00-00-00-59/editing-via-list-view-dashlets.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>View recent Opportunity record changes to quickly understand how Opportunities change over time</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the changes of opportunities and how they have changed" src="/resized-image/__size/1146x600/__key/communityserver-wikis-components-files/00-00-00-00-59/Opportunity-record-changes.png" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"></p> <p style="padding-left:30px;text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Additional&nbsp;Highlights</span></strong></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>AI</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>&quot;Needed Follow-ups&quot; shows meetings or calls that need to be followed up on, allowing users to easily open the record in a focus drawer</strong><br /></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the needed follow-ups section" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/imageupdate.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Create activities directly from the &quot;Next Steps&quot; section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets</strong></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="screenshot showing the next steps section and creating activities" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/image-_2800_10_2900_.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="engaged contacts list screenshot" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/Engaged-Contacts.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Roles menu in Sugar showing that access can be deactivated" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/6740.ai_2D00_permissions.png" width="75%" /></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>Sugar Connect (Mail &amp; Calendar Integration)</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Email data is now populated during record creation</strong><br /></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing Sugar Connect and creating a record from email" src="/resized-image/__size/998x600/__key/communityserver-wikis-components-files/00-00-00-00-59/Create-from-Email.png" width="75%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Previously archived emails can now be archived to additional records using the &quot;Archive With Options&quot; functionality</strong></span></p> <p style="margin-left:auto;margin-right:auto;text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the Archive to Email window" src="/resized-image/__size/644x600/__key/communityserver-wikis-components-files/00-00-00-00-59/archive-to-additional-records.png" width="50%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Administrators can now define the language used for all outgoing Sugar Connect service communications</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing General Settings for Sugar Connect" src="/resized-image/__size/1202x444/__key/communityserver-wikis-components-files/00-00-00-00-59/language.png" width="75%" /></strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler&nbsp;have been&nbsp;updated to match the Sugar look and feel</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt=" Screenshot showing the updated scheduler landing page" src="/resized-image/__size/1006x600/__key/communityserver-wikis-components-files/00-00-00-00-59/schedulerUI.png" width="75%" /></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users can now choose whether embedded images are included by default in archived emails</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the General Options and that embedded images can be saved by default" src="/resized-image/__size/608x600/__key/communityserver-wikis-components-files/00-00-00-00-59/embedded-images.png" width="50%" /></strong></span></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;text-decoration:underline;"><strong>SugarCRM Mobile App</strong></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users&nbsp;can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:95%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Map with multiple stops in mobile view" src="/resized-image/__size/368x798/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-3.jpg" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Mobile app showing selection of multiple stops" src="/resized-image/__size/368x798/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-4.jpg" width="100%" /></td> <td style="text-align:center;vertical-align:top;width:33.333%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Driving directions with multiple stops" src="/resized-image/__size/368x802/__key/communityserver-wikis-components-files/00-00-00-00-59/Multiple-routes-5.jpg" width="100%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App</strong><br /></span></p> <p style="text-align:center;"><span style="font-size:125%;"><strong><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing the mobile app opening links" src="/cfs-file/__key/communityserver-wikis-components-files/00-00-00-00-59/3733.LinkInstallApp.jpg" width="25%" /></strong></span></p> <hr /> <div style="padding:0px;text-align:center;"><a style="background:#ffffff;border:3px solid #101820;color:#101820;display:inline-block;font-size:100%;font-weight:bold;padding:13px 72px;text-align:center;text-decoration:none;" title="Developer Content" href="#dev">Developer Information</a></div> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Sugar Sell</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Sugar Serve</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/sugar-sell-25-2-is-live">Sugar Sell 25.2 is Live</a>&nbsp;&nbsp;</strong></li> <li><strong>&nbsp;<a title="Sugar Sell Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Sell Release Notes 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong></li> <li><strong>&nbsp;<a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> |&nbsp;<a title="AI Guides" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/" rel="noopener noreferrer" target="_blank">AI Guides <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Jump to AI Updates" href="#ai_updates">More AI Information</a></strong><hr /></li> <li>&nbsp;<a title="Sugar Sell Administration Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Administration_Guide/" rel="noopener noreferrer" target="_blank">Sugar Sell Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Sugar Sell Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Application_Guide/" rel="noopener noreferrer" target="_blank">Sugar Sell Application Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /><a title="Sugar Sell Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Application_Guide/" rel="noopener noreferrer" target="_blank"></a></li> <li>&nbsp;<a title="SugarCloud Insights Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp; <a title="SugarCloud Insights Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Guide/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="SugarIdentity Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarIdentity Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="SugarIdentity Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Portal Deployment User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Portal_Deployment_User_Guide/" rel="noopener noreferrer" target="_blank">Portal Deployment User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Portal User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Sell/Portal_User_Guide/" rel="noopener noreferrer" target="_blank">Portal User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;&nbsp;<hr /></li> <li>&nbsp;<a title="Supported Platforms" href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_25.2.x_Supported_Platforms" rel="noopener noreferrer" target="_blank">Sugar 25.2 Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-connect-updates">Sugar Connect Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-mobile-updates">Mobile App Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-discover-updates">Sugar Discover Updates</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/hint-updates">Sugar Hint Updates</a>&nbsp;&nbsp;&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li><strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-serve-updates/posts/sugar-serve-25-2-is-live">Sugar Serve 25.2 is Live</a>&nbsp;&nbsp;</strong></li> <li><strong>&nbsp;<a title="Sugar Serve Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/serve/sugar_25.2.0_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Serve Release Notes 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong></li> <li><strong>&nbsp;<a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> |&nbsp;<a title="AI Guides" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/" rel="noopener noreferrer" target="_blank">AI Guides <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Jump to AI Updates" href="#ai_updates">More AI Information</a></strong><hr /></li> <li>&nbsp;<a title="Sugar Serve Administration Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Administration_Guide/" rel="noopener noreferrer" target="_blank">Sugar Serve Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Sugar Serve Application Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Application_Guide/" rel="noopener noreferrer" target="_blank">Sugar Serve Application Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a title="SugarCloud Insights Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp; <a title="SugarCloud Insights Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarCloud_Insights/SugarCloud_Insights_Guide/" rel="noopener noreferrer" target="_blank">SugarCloud Insights Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="SugarIdentity Release Notes" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Release_Notes/" rel="noopener noreferrer" target="_blank">SugarIdentity Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="SugarIdentity Guide" href="https://support.sugarcrm.com/Documentation/SugarCloud_Services/SugarIdentity/SugarIdentity_Guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="Portal Deployment User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Portal_Deployment_User_Guide/" rel="noopener noreferrer" target="_blank">Portal Deployment User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a> | <a title="Portal User Guide" href="https://support.sugarcrm.com/Documentation/Sugar_Versions/25.2/Serve/Portal_User_Guide/" rel="noopener noreferrer" target="_blank">Portal User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a title="Supported Platforms" href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_25.2.x_Supported_Platforms" rel="noopener noreferrer" target="_blank">Sugar 25.2 Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-connect-updates">Sugar Connect Updates</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-mobile-updates">Mobile App Updates</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/hint-updates">Sugar Hint Updates</a>&nbsp;&nbsp;</li> </ul> </td> </tr> <tr> <td style="vertical-align:top;"></td> <td style="vertical-align:top;"></td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>News, Updates, &amp; Events</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Help Articles &amp; Training</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li><strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/action-required-sugar-sell-25-2-0-microsoft-exchange-online-updates">[ACTION REQUIRED] Sugar Sell 25.2.0 Microsoft Exchange Online Updates</a>&nbsp;&nbsp;</strong></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/update-to-known-sugarbpm-issues-due-to-non-standard-configuration-changes">Update to Known SugarBPM Issues Due to Non-Standard Configuration Changes</a>&nbsp;<strong>&nbsp;</strong></li> <li><strong>&nbsp;</strong><a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-sell-updates/posts/action-required-sugarlive-customers-must-upgrade-their-lex-bot-to-v2">[Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/e/6332">Customer Roadshow - Berlin</a>&nbsp;&ndash;&nbsp;<em>23 Oct 2025</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/e/6333">Customer Roadshow - Chicago</a>&nbsp;&ndash;&nbsp;<em>6 Nov 2025</em></li> <li><em>&nbsp;</em><a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/the-future-of-crm-is-coming-fast-and-we-re-bringing-it-to-you-live">The Future of CRM is Coming Fast and We’re Bringing it to You Live</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/coming-soon-a-smarter-simpler-sugar-status-page-experience">A Smarter, Simpler Sugar Status Page Experience</a>&nbsp;&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/unlock-sales-potential-clarity-consistency-confidence">Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/what-s-new-in-sugarcrm-a-recap-of-our-latest-webinar">What&#39;s New in SugarCRM: A Recap of Our Latest Webinar</a>&nbsp;&nbsp;</li> </ul> <p><em>Subscribe&nbsp;to&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/15">SugarClub Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see the SugarU Live Training calendar, Developer Events, and more!</em></p> <p><em>Subscribe to&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news">Sugar News</a>&nbsp;to be notified of important updates and information from SugarCRM!</em></p> </td> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>Help Articles &amp;&nbsp;Guides</strong></span></p> <ul> <li><strong><a title="What to Expect When Upgrading to 25.2" href="https://support.sugarcrm.com/knowledge_base/installation_upgrade/what_to_expect_when_upgrading_to_25.2" rel="noopener noreferrer" target="_blank">What to Expect When Upgrading to 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</strong></li> <li><a title="Understanding Sugar's Release Cadence" href="https://support.sugarcrm.com/resources/understanding_sugars_release_cadence/" rel="noopener noreferrer" target="_blank">Understanding Sugar&#39;s Release Cadence <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Package Builder and Deployer" href="https://support.sugarcrm.com/documentation/sugar_versions/25.2/sell/administration_guide/developer_tools/package-builder-and-deployer/" rel="noopener noreferrer" target="_blank">Package Builder and Deployer <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a title="Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet" href="https://support.sugarcrm.com/knowledge_base/user_interface/historical_summary_vs._activity_stream_vs._change_log/" rel="noopener noreferrer" target="_blank">Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a title="Integrating With Microsoft Connector for Admins" href="https://support.sugarcrm.com/knowledge_base/connectors_integrations/integrating_with_microsoft_for_admins/" rel="noopener noreferrer" target="_blank">Integrating With Microsoft Connector for Admins <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Creating Role-Based Dropdown Lists" href="https://support.sugarcrm.com/knowledge_base/studio_and_module_builder/creating_role-based_dropdown_lists/" rel="noopener noreferrer" target="_blank">Creating Role-Based Dropdown Lists <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li><a title="Troubleshooting Missing Data in Discover Reports" href="https://support.sugarcrm.com/knowledge_base/sugar-discover/troubleshooting-missing-data-in-discover-reports/" rel="noopener noreferrer" target="_blank">Troubleshooting Missing Data in Discover Reports <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> </ul> <p style="padding-left:30px;"><span style="color:#000000;"><em>Join the&nbsp;<a href="https://sugarclub.sugarai.com/docs_and_resources/">Sugar Documentation &amp; Resources</a>&nbsp;group for more useful updates!</em></span></p> <hr /> <p><span style="text-decoration:underline;"><strong>Quick Videos</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3006">Lead Prediction in Sugar Sell</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-serve/3005">How to Access SugarLive</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3003">Sugar Reports: &quot;Is Anything&quot; Operand</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/2997">Show Distinct Report Results in Sugar</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3002">Personalizing Your Sugar View</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3037">Behind the Build: A Sugar Admin&#39;s Guide to Package Builder and Deployer</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3043">Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3038">Sugar Discover - Create New Custom Report</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3033">Sugar Discover - How to Update a Sales Stage Name</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3032">Sugar Discover - How to Change a Calculated Field Definition</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3031">Sugar Discover - How to Replace a Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3030">Sugar Discover - How to Change a Field Name</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3029">Sugar Discover - How to Find a Hidden Field</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/3007">Enhanced Forecasting in Sugar Sell Premier</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-sell/2998">Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sugar-connect/3019">Sugar Connect: How to Use Meeting Scheduler and Integrations</a>&nbsp;</li> </ul> </td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;" colspan="2"><a id="ai_updates"></a><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>AI Information &amp; Updates</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>Release Updates</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-7-0-has-been-released">Intelligence add-on is now built into Sugar</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-6-0-has-been-released">Engaged Contacts Section &amp; More</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/ai-25-4-0-has-been-released">Restrict User Access via Roles, Needed Follow-ups, &amp; More</a>&nbsp;&nbsp;</li> </ul> <p><span style="text-decoration:underline;"><strong>Documentation</strong></span></p> <ul> <li><a title="AI Release Notes" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai_release_notes/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai_release_notes/">AI Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Intelligence:&nbsp;<a title="AI Intelligence User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-intelligence-user-guide/" rel="noopener noreferrer" target="_blank">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Intelligence Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-intelligence-administration-guide/" rel="noopener noreferrer" target="_blank">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Summarization:&nbsp;<a title="AI Summarization User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-summarization-user-guide/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai-summarization-user-guide/">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Summarization Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-summarization-administration-guide/" rel="noopener noreferrer" target="_blank" data-orig-href="/documentation/sugarcloud_services/ai/ai_release_notes/">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>AI Prediction:&nbsp;<a title="AI Prediction User Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-prediction-user-guide/" rel="noopener noreferrer" target="_blank">User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;|&nbsp;<a title="AI Prediction Administration Guide" href="https://support.sugarcrm.com/documentation/sugarcloud_services/ai/ai-prediction-administration-guide/" rel="noopener noreferrer" target="_blank">Administration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> <td style="vertical-align:top;"> <p><span style="text-decoration:underline;"><strong>News &amp; Updates</strong></span></p> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/sugar-intelligence-add_2d00_on-for-enterprise">Sugar Intelligence Add-On is Now Available to Enterprise and Enterprise+</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/engage/b/sugar-news/posts/new-intelligence-add-on">Introducing the Intelligence Add-on</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates/posts/intelligence-add-on-customers-faq-frequently-asked-questions">Intelligence Add-On FAQs</a>&nbsp;</li> </ul> <p><em>Follow&nbsp;<strong>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/ai-updates">AI Updates</a>&nbsp;</strong>to stay up-to-date on all new AI functionality and enhancements</em></p> </td> </tr> </tbody> </table> <table style="height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="dev"></a> <table style="background-color:#079973;border-color:#079973;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Sell &amp; Serve</strong></span></p> <p style="text-align:center;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;"><strong>Developers</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:auto;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Blog Posts &amp; Updates</strong></span></td> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Developer Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/official-sugar-rest-api-postman-collection-is-live">Official Sugar REST API Postman Collection Is Live!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/updates-to-our-release-version-convention">Updates to our Release Version Convention that affect Module Loadable Packages</a>&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;&nbsp;<a title="Developer Guide 25.2" href="https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_25.2/" rel="noopener noreferrer" target="_blank">Developer Guide 25.2 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp; <a title="Schema 25.2.0" href="https://apidocs.sugarcrm.com/schema/25.2.0/ent/" rel="noopener noreferrer" target="_blank">Schema 25.2.0 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/w/dev-tutorials/1013/sugar-25-2-customization-guide">Sugar 25.2 Customization Guide</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/w/dev-tutorials/967/modern-ui-technical-guide">Modern UI Technical Guide</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/mobile-developers/b/mobile-developer-updates">Mobile Developer Updates</a>&nbsp;&nbsp;</li> </ul> </td> </tr> <tr> <td style="background-color:#079973;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;" colspan="2"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Event Recaps</strong></span></td> </tr> <tr> <td style="vertical-align:top;" colspan="2"> <ul> <li>Sugar 25.2 Developer Webinar&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/icymi-sugar-25-2-developer-update-webinar-recap">Recap</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3045">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3044">Slides</a>&nbsp;&nbsp;</li> <li>Tools &amp; Techniques to Accelerate Sugar Development&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/doh-recap-buildingblocks-roundtable-tools-techniques-to-accelerate-sugar-development">Recap</a>&nbsp;|&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3036">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3035">Slides</a>&nbsp;&nbsp;&nbsp;</li> <li>SugarBPM Best Practices&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/july-2nd-dev-office-hours-sugarbpm-best-practices-recap">Recap</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3021">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3020">Slides</a>&nbsp;&nbsp;</li> <li>June 4th Dev Office Hours Open Table&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/icymi-june-4th-dev-office-hours-open-table">Recap</a>&nbsp;|&nbsp;&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3018">Recording</a>&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3017">Slides</a>&nbsp;&nbsp;&nbsp;</li> <li>Metadata Best Practices&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/b/dev-blog/posts/metadata-best-practices-key-takeaways-from-the-may-7th-session">Recap</a>&nbsp; |&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3010">Recording</a>&nbsp;&nbsp;|&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/m/event-recaps/3009">Slides</a>&nbsp;&nbsp;</li> </ul> <p><em>Subscribe&nbsp;to <span style="background-color:#eeeeee;">&nbsp;<a href="https://sugarclub.sugarai.com/dev-club/c/17">Developer Events</a>&nbsp;</span>to be notified of upcoming events and review&nbsp;<a href="/engage/c">All SugarCRM Events</a>&nbsp;to&nbsp;also see the SugarClub Events, SugarU Live Training calendar, and more!</em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="sales-i"></a> <table style="background-color:#e96061;border-color:#e96061;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>sales-i</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;height:auto;margin-left:auto;margin-right:auto;max-width:100%;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:50%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">sales-i Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar sales-i.<br />Keep reading below or see the&nbsp;<strong><a title="Sugar sales-i Release Notes 25.2" href="https://support.sugarcrm.com/documentation/sales-i/release_notes/" rel="noopener noreferrer" target="_blank">sales-i 25.2 Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong> for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports</strong><br /></span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:90%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">Currency Selection - Admin</span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">Currency Selection - User</span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Currency Selection Screenshot" src="/resized-image/__size/1048x480/__key/communityserver-wikis-components-files/00-00-00-00-59/currency-selection.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"> <p><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing a user view of multiple currencies" src="/resized-image/__size/2000x0/__key/communityserver-wikis-components-files/00-00-00-00-59/multicurrency.png" width="100%" /></p> </td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Users can now&nbsp;filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM</strong>&nbsp;</span></p> <table style="margin-left:auto;margin-right:auto;max-width:100%;width:90%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">1) Users can now select additional fields to add to the view</span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">2) Required columns&nbsp;are added the view </span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="1) Users can now select additional fields to add to the view" src="/resized-image/__size/986x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_1.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="2) Required columns are added the view" src="/resized-image/__size/986x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_2.png" width="100%" /></td> </tr> <tr> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">3)&nbsp;Users can then&nbsp;apply a filter to that view </span></td> <td style="text-align:center;vertical-align:top;width:50%;"><span style="text-decoration:underline;">4) The view is updated to show the customer accounts based on the filter</span></td> </tr> <tr> <td style="height:auto;margin:auto;max-width:50%;text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="3) Users can then apply a filter to that view" src="/resized-image/__size/914x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_3.png" width="100%" /></td> <td style="text-align:center;vertical-align:middle;width:50%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="4) The view is updated to show the customer accounts based on the filter" src="/resized-image/__size/914x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Additional-Filters_5F00_4.png" width="100%" /></td> </tr> </tbody> </table> <hr /></td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:200%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Product Updates</strong></span></td> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Release Notes &amp; Product Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-2-0-has-been-released">sales-i 25.2.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-2-has-been-released">sales-i 25.1.2 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-1-has-been-released">sales-i 25.1.1 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-0-6-has-been-released">sales-i 25.1.0.6 has been released!</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/sales-i-25-1-0-has-been-released">sales-i 25.1.0 has been released!</a>&nbsp;&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li><a title="sales-i 25.2 Release Notes" href="https://support.sugarcrm.com/documentation/sales-i/release_notes/" rel="noopener noreferrer" target="_blank">sales-i 25.2.0 Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li><a id="" title="sales-i Documentation" href="https://support.sugarcrm.com/documentation/?product=sales-i" rel="noopener noreferrer" target="_blank">sales-i Documentation <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> </tr> <tr> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Quick Videos &amp; Updates</strong></span></td> <td style="background-color:#e96061;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Training Sessions</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sales-i/posts/new-resource-sales-i-data-extract-guide">New Resource: sales-i Data Extract Guide</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3034">sales-i 25: A Day in the Life</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3013">sales-i 25 Extras: Adding Meaningful Insights To The Home Screen</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3014">sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos/3015">sales-i 25 Extras: Nylas Email Sync Setup</a>&nbsp;&nbsp; &nbsp;</li> </ul> <p><em>More videos are coming soon! Turn page notifications on for&nbsp;<a href="https://sugarclub.sugarai.com/learn/quick-videos/m/sales-i-quick-videos">sales-i Quick Videos</a>&nbsp;to be notified of updates.</em></p> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6337">Enquiries — Build Custom Reports with Confidence</a>&nbsp;<br />&nbsp;2<em>&nbsp;October 2025 3:00 PM (UK)</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6338">Alerts — Stay Ahead with Smarter Sales Rules</a>&nbsp;<br /><em>9&nbsp;October 2025 3:00 PM (UK)</em></li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/e/6339">Home Page, Dashboards &amp; Insights — Make sales-i Your Own</a>&nbsp;<br /><em>&nbsp;16 October 2025 3:00 PM (UK)</em></li> </ul> <p style="padding-left:30px;"><em>Review&nbsp;previous session recordings in&nbsp;<a href="https://sugarclub.sugarai.com/learn/a/event-recordings">Event Recordings &gt; sales-i Webinars</a>&nbsp;&nbsp;</em></p> <p style="padding-left:30px;"><em><span class="event-timezone">Subscribe&nbsp;to&nbsp;<a href="https://sugarclub.sugarai.com/explore/help-forums/sales-i/c/50">sales-i Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see more from SugarCRM!</span></em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /> <div style="display:block;"><a id="market"></a> <table style="background-color:#007db9;border-color:#007db9;margin-left:auto;margin-right:auto;width:100%;"> <tbody> <tr> <td> <p style="text-align:center;"><span style="color:#ffffff;font-size:300%;line-height:1.25em;"><strong>Sugar Market</strong></span></p> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" border="0px" cellpadding="3px"> <tbody> <tr> <td style="border-bottom:0px solid #e8e8e8;padding:2% 5% 2% 5%;width:100%;"> <p style="text-align:center;"><span style="font-size:150%;"><strong><span style="text-decoration:underline;">Sugar Market Highlights</span></strong></span></p> <p style="text-align:center;"><em>These are just some of the new features and experiences available in Sugar Market.<br />See the <strong><a title="Sugar Market Release Notes" href="https://support.sugarcrm.com/documentation/market/sugar_market_release_notes/" rel="noopener noreferrer" target="_blank">Sugar Market Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></strong>&nbsp;for more details!</em></p> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Search across all lists in Email Builder<br /></strong>Users can&nbsp;now search across all lists at once within Email Builder when selecting recipients, making it easier to find the people to send to</span></p> <table style="margin-left:auto;margin-right:auto;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Recipients searching in Sugar Market" src="/resized-image/__size/858x802/__key/communityserver-wikis-components-files/00-00-00-00-59/Recipients.png" width="75%%" /></td> </tr> </tbody> </table> <hr /> <p style="text-align:center;"><span style="font-size:125%;"><strong>Email template type consolidation<br /></strong>The three email template types have been merged into a single view, with a Type field added to accurately reflect each template type</span></p> <table style="margin-left:auto;margin-right:auto;width:75%;"> <tbody> <tr> <td style="text-align:center;vertical-align:top;width:100%;"><img style="display:block;height:auto;margin:auto;max-width:100%;" alt="Screenshot showing all email templates in one place" src="/resized-image/__size/1342x480/__key/communityserver-wikis-components-files/00-00-00-00-59/Templates.png" width="100%" /></td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <table style="background-color:#e8e8e8;border:10px e8e8e8 solid;height:200%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;" cellspacing="10px"> <tbody> <tr> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>SugarClub Release Updates</strong></span></td> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Release Notes &amp; Guides</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-12-0-has-been-released-523966169">Sugar Market 25.12.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-10-0-has-been-released">Sugar Market 25.10.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-9-0-has-been-released">Sugar Market 25.9.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-8-0-has-been-released">Sugar Market 25.8.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-7-0-has-been-released">Sugar Market 25.7.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-6-0-has-been-released">Sugar Market 25.6.0 has been released!</a>&nbsp;&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-market-25-5-0-has-been-released">Sugar Market 25.5.0 has been released!</a>&nbsp;</li> </ul> </td> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a title="Sugar Market Release Notes" href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_Release_Notes/" rel="noopener noreferrer" target="_blank">Sugar Market Release Notes <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a><hr /></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_User_Guide/" rel="noopener noreferrer" target="_blank">Sugar Market User Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/" rel="noopener noreferrer" target="_blank">SugarIdentity Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Documentation/Market/Sugar_Market_Integrations_Guide/" rel="noopener noreferrer" target="_blank">Sugar Market Integration Guide <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a href="https://support.sugarcrm.com/Resources/Supported_Platforms/Sugar_Market_Supported_Platforms" rel="noopener noreferrer" target="_blank">Supported Platforms <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> <li>&nbsp;<a title="REST API Documentation" href="https://market.apidocs.sugarcrm.com/" rel="noopener noreferrer" target="_blank">REST API Documentation <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a></li> </ul> </td> </tr> <tr> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Blog Posts &amp; Help Articles</strong></span></td> <td style="background-color:#007db9;border:#e8e8e8 solid 10px;text-align:left;vertical-align:bottom;width:50%;"><span style="color:#ffffff;font-size:200%;line-height:1.25em;padding:0px 0px 1.25em 2.5%;"><strong>Training Sessions</strong></span></td> </tr> <tr> <td style="vertical-align:top;"> <ul> <li>&nbsp;<a href="https://sugarclub.sugarai.com/learn/b/announcements/posts/available-now-the-certified-sugar-market-specialist-exam-2025">Available Now! The Certified Sugar Market Specialist Exam 2025</a>&nbsp;</li> <li>&nbsp;<a title="Understanding Nurture Builder 2.0 vs Nurture Builder 1.0" href="https://support.sugarcrm.com/knowledge_base/market/nurtures/understanding_nurture_builder_2.0_vs_nurture_builder_1.0/" rel="noopener noreferrer" target="_blank">Understanding Nurture Builder 2.0 vs Nurture Builder 1.0 <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li>&nbsp;<a title="Improving Email Deliverability" href="https://support.sugarcrm.com/knowledge_base/market/deliverability/troubleshooting_test_emails_and_general_deliverability/" rel="noopener noreferrer" target="_blank">Improving Email Deliverability <i class="fa-solid fa-arrow-up-right-from-square fa-2xs"></i></a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/sugar-enterprise-25-1-upgrade-advisory">ACTION REQUIRED: On-site Sugar Enterprise customers using the Sugar Market connector must not upgrade to 25.1.0</a>&nbsp;</li> <li>&nbsp;<a href="https://sugarclub.sugarai.com/explore/product-updates/b/sugar-market-updates/posts/retiring-bullhorn-crm-integration-with-sugar-market">Retiring Bullhorn CRM Integration with Sugar Market</a>&nbsp;&nbsp;</li> </ul> <p style="padding-left:30px;"><em>Join&nbsp;<a href="https://sugarclub.sugarai.com/docs_and_resources/">Sugar Documentation &amp; Resources</a>&nbsp;for more upcoming useful updates!</em></p> </td> <td style="vertical-align:top;"> <ul> <li>Please visit&nbsp;<a href="https://sugarclub.sugarai.com/learn/a/event-recordings">Event Recordings &gt; Sugar Market Academy</a>&nbsp;to view recordings from previous sessions</li> </ul> <p><em><span class="event-timezone">Subscribe to&nbsp;<a href="https://sugarclub.sugarai.com/engage/c/15">SugarClub Events</a>&nbsp;to be notified of upcoming events and review&nbsp;<a id="" href="/engage/c">All SugarCRM Events</a>&nbsp;to see the SugarU Live Training calendar, Developer Events, and more!</span></em></p> </td> </tr> </tbody> </table> <table style="height:100%;margin-left:auto;margin-right:auto;overflow:visible;width:100%;"> <tbody> <tr> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"></td> <td style="border-bottom:0px solid #ffffff;text-align:right;vertical-align:bottom;width:50%;"> <p style="text-align:right;"><strong><a href="#top">^ Return to top</a></strong></p> </td> </tr> </tbody> </table> </div> <hr /><div style="clear:both;"></div> https://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025/revision/3Wed, 24 Sep 2025 15:39:52 GMT5c521d64-519d-47a6-9065-134618b211bf:185ac648-5fa0-4e13-90e7-83e3fc8bc25eAlex Nassihttps://sugarclub.sugarai.com/explore/product-updates/release-week/w/releases/1015/september-2025#commentsRevision 3 posted to Releases by Alex Nassi on 9/24/2025 3:39:52 PM<br /> <p> <div style="padding: 1em; margin: 1em 0; color: #444; background-color: #fff; border: solid 1px #ddd;"> More information coming soon! Subscribe to this page to receive updates! </div> </p><div style="clear:both;"></div>