Releases

May 2026

Alex Nassi — Fri, 22 May 2026 15:17:59 GMT

Current Revision posted to Releases by Alex Nassi on 5/22/2026 3:17:59 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 26.1 Release Notes for more details!

Platform Strengthening

The 26.1 release of Sugar Sell and Serve represents an increased focus on product quality, stability, and performance. This release is one of Sugar's largest quality-focused releases ever, addressing a significant number of customer-driven improvements, including a broad set of fixes and accessibility improvements. 26.1 also lays important groundwork for future innovation and feature enhancements.

Improved Currency Configuration

A text field allowing admin-defined system default currency names has been added to Admin > Locale, as well as an accompanying option for users to use this currency throughout the system in their user profile

Scheduler Run Order

A new field, "Run Order," has been added in the Schedulers module to configure the priority order in which schedulers execute when multiple schedulers are scheduled to run at once

Accessibility Improvements

Accessibility enhancements improve keyboard navigation and screen reader support, delivering enhanced usability and stronger alignment with accessibility standards

Audit Log Pagination

Pagination has been added to the audit log to improve performance and usability when viewing large sets of audit data

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 26.1 is Live Sugar Sell Release Notes 26.1 Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 26.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates	Sugar Serve 26.1 is Live Sugar Serve Release Notes 26.1 Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 26.1 Supported Platforms Sugar Connect Updates Mobile App Updates

News, Updates, & Events	Help Articles & Training
SugarCRM is now SugarAI! An open letter from our CEO Get More From Your Sugar Reports: Join Our Free Live Virtual Sessions Unlock Your Success with the Sugar Sell Foundations Series & Recordings May Events 20 May 2026 – Webinar - Export Reports with Confidence: Formats, Data Integrity & Best Practices 21 May 2026 –Start Smart: The Power of Good Lead Qualification [Sugar Sell Foundations Series] 28 May 2026 – From Chaos to Clarity: Opportunity Management that Works [Sugar Sell Foundations Series] June Events 3 June 2026 – Report Labs Live: You Submit It, We Build It 4 June 2026 – The Sales Pulse: Managing Through Activities [Sugar Sell Foundations Series] 11 June 2026 – Sugar on the Go. Mobile Selling Made Easy [Sugar Sell Foundations Series] 16 June 2026 – Webinar - From Questions to Report: How to Build What You Actually Need in Sugar 18 June 2026 – Less Busywork, More Selling - Automating Your Sugar Workflows [Sugar Sell Foundations Series] 25 June 2026 – Sales Mastery: Driving Growth with Sugar [Sugar Sell Foundations Series] July Events 2 July 2026 – Seeing Success: Building Actionable Dashboards in Sugar [Sugar Sell Foundations Series] 9 July 2026 – From Data to Direction: Mastering Reports in Sugar 15 July 2026 – Report Labs Live: You Submit It, We Build It 21 July 2026 – Webinar - Advanced Reports without Surprises: Chart, Summation & Matrix Subscribe to SugarClub Events to be notified of upcoming events and review All SugarAI Events to see the SugarU Live Training calendar, Developer Events, and more!	Choose Your Path: Find the Right Session for You Adding Fields to a Module's Audit Log Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet Join Sugar Documentation & Resources for more upcoming useful updates! Quick Videos Why Report Math Looks Wrong — and What’s Really Causing It Reports Date Filters Demystified: Time Zones, ‘Last Month,’ and Data Range Confusion Deliver Reports Automatically Choosing the Right Sugar Report Type From Template to Transformation – Building Dashboards with OOTB Tools How to Use and Duplicate Role Based Dashboards Pipeline Power — Gaining Control and Visibility Across the Sales Process Finding Your Flow — Learning Smart Guides for Simple, Scalable Automation Everyday Mobile Wins: Using Sugar in the Field Sales Activities Made Easy: 1 - Click Actions in Sugar Opportunity Management that Works: Building Your Sales Stages in Sugar How to Create the Average Lead Score by User Report (Missing Media)

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Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Introducing the New Certified Sugar Developer Specialist Training Course	Developer Guide 26.1 API Documentation Sugar 26.1 Customization Guide Mobile Developer Updates
Event Recaps
Open Dev Office Hours: Ask Anything, Share Ideas, Shape What’s Next Recap \| Recording AI for Sugar Devs Recap \| Recording \| Slides Real Issues, Real Solutions Recap \| Recording \| Slides 2025 Wrap-Up Roundtable: Last Developer Office Hours of the Year Recap \| Recording \| Slides How Sugar Developers leverage AI Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarAI Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

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Sugar Enterprise

Users & Administrators

Enterprise Highlights

These are just some of the new features and experiences available in Sugar Enterprise.
Keep reading below or see the Enterprise 26.1 Release Notes for more details!

Platform Strengthening

The 26.1 release of Sugar Sell and Serve represents an increased focus on product quality, stability, and performance. This release is one of Sugar's largest quality-focused releases ever, addressing a significant number of customer-driven improvements, including a broad set of fixes, accessibility improvements, and additional supported platforms for Enterprise customers. 26.1 also lays important groundwork for future innovation and feature enhancements.

Dropdown Editor has been updated and modernized to simplify and streamline the admin experience

Format dropdown lists to add style and make information stand out

Formatted Dropdown Fields	Formatting Dropdown Fields - Admin

Ability to add related records to the Record View dashlet based on the "Relate To" Flex Relate relationship

Improved Currency Configuration

Scheduler Run Order

A new field, "Run Order," has been added in the Schedulers module to configure the priority order in which schedulers execute when multiple schedulers are scheduled to run at once

Accessibility Improvements

Accessibility enhancements improve keyboard navigation and screen reader support, delivering enhanced usability and stronger alignment with accessibility standards

Audit Log Pagination

Pagination has been added to the audit log to improve performance and usability when viewing large sets of audit data

Developer Information

Release Updates & Documentation	Quick Videos
Sugar Enterprise 26.1 is Now Available Sugar Enterprise Release Notes 26.1 Sugar Enterprise Administration Guide Sugar Enterprise Application Guide Sugar 26.1 Supported Platforms SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar Connect Updates Mobile App Updates	Why Report Math Looks Wrong — and What’s Really Causing It Reports Date Filters Demystified: Time Zones, ‘Last Month,’ and Data Range Confusion Deliver Reports Automatically Choosing the Right Sugar Report Type From Template to Transformation – Building Dashboards with OOTB Tools How to Use and Duplicate Role Based Dashboards Pipeline Power — Gaining Control and Visibility Across the Sales Process Finding Your Flow — Learning Smart Guides for Simple, Scalable Automation Everyday Mobile Wins: Using Sugar in the Field Sales Activities Made Easy: 1 - Click Actions in Sugar Opportunity Management that Works: Building Your Sales Stages in Sugar How to Create the Average Lead Score by User Report (Missing Media)
Blog Posts, Updates, & Events	Help Articles & Training
SugarCRM is now SugarAI! An open letter from our CEO Get More From Your Sugar Reports: Join Our Free Live Virtual Sessions Unlock Your Success with the Sugar Sell Foundations Series & Recordings [ACTION REQUIRED] Security Release 25.1.2 and 14.0.3 Microsoft Exchange Online Updates [Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2 25.2 Bringing Visual Clarity to Dropdown Fields A Smarter, Simpler Sugar Status Page Experience Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way May Events 20 May 2026 – Webinar - Export Reports with Confidence: Formats, Data Integrity & Best Practices 21 May 2026 –Start Smart: The Power of Good Lead Qualification [Sugar Sell Foundations Series] 28 May 2026 – From Chaos to Clarity: Opportunity Management that Works [Sugar Sell Foundations Series] June Events 3 June 2026 – Report Labs Live: You Submit It, We Build It 4 June 2026 – The Sales Pulse: Managing Through Activities [Sugar Sell Foundations Series] 11 June 2026 – Sugar on the Go. Mobile Selling Made Easy [Sugar Sell Foundations Series] 16 June 2026 – Webinar - From Questions to Report: How to Build What You Actually Need in Sugar 18 June 2026 – Less Busywork, More Selling - Automating Your Sugar Workflows [Sugar Sell Foundations Series] 25 June 2026 – Sales Mastery: Driving Growth with Sugar [Sugar Sell Foundations Series] July Events 2 July 2026 – Seeing Success: Building Actionable Dashboards in Sugar [Sugar Sell Foundations Series] 9 July 2026 – From Data to Direction: Mastering Reports in Sugar 15 July 2026 – Report Labs Live: You Submit It, We Build It 21 July 2026 – Webinar - Advanced Reports without Surprises: Chart, Summation & Matrix Subscribe to SugarClub Events to be notified of upcoming events and review All SugarAI Events to see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 26.1 (26.1) Choose Your Path: Find the Right Session for You Adding Fields to a Module's Audit Log Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet Integrating With Microsoft Connector for Admins Creating Role-Based Dropdown Lists Join the Sugar Documentation & Resources group for more useful updates!

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Sugar Enterprise

Developers

Blog Posts & Updates	Developer Guides
Introducing the New Certified Sugar Developer Specialist Training Course Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence! Learn about SecureSmarty introduced in Sugar 14.1	Developer Guide 26.1 API Documentation Sugar 26.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Open Dev Office Hours: Ask Anything, Share Ideas, Shape What’s Next Recap \| Recording AI for Sugar Devs Recap \| Recording \| Slides Real Issues, Real Solutions Recap \| Recording \| Slides 2025 Wrap-Up Roundtable: Last Developer Office Hours of the Year Recap \| Recording \| Slides How Sugar Developers leverage AI Recap \| Recording \| Slides Sugar 25.2 Developer Webinar Recap \| Recording \| Slides Tools & Techniques to Accelerate Sugar Development Recap \| Recording \| Slides SugarBPM Best Practices Recap \| Recording \| Slides June 4th Dev Office Hours Open Table Recap \| Recording \| Slides Metadata Best Practices Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarAI Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

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sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 26.1 Release Notes for more details!

Re-engineered AI-generated opportunities
We have rebuilt our AI and ML models from the ground up to deliver a new generation of AI-generated opportunities designed to be more relevant, actionable, and easier to understand. These improvements help teams identify the right opportunities faster and take more confident action based on data-driven insights.

Product Updates	Release Notes & Product Guides
sales-i 25.2.5 has been released! sales-i 25.2.4 has been released! sales-i 25.2.3 has been released! sales-i 25.2.2 has been released! sales-i 25.2.1 has been released!	sales-i 26.1.0 Release Notes sales-i Documentation
Quick Videos	Training Sessions
sales-i Classic: Quick Tips: Preparing for a Customer Call sales-i Classic: Quick Tips: Creating & Saving Advanced Account Searches sales-i Classic: Quick Tips: Creating & Running a Snapshot Report sales-i Classic: Quick Tips: Finding your Sales Gaps with Enquiries sales-i 25: Who hasn't spent this month with Insights sales-i 25: Who Hasn't Spent this Month with the Variance Report sales-i 25: Customising Your Dashboards sales-i 25: AI Assisted Opportunities sales-i 25 Extras: Sharing Reports and What To Do With Shared Reports Utilising Your Alert Results The Variance Alert The Gap Alert Navigating The Alerts Screen Introducing Alerts in sales-i More videos are coming soon! Turn notifications on for sales-i Quick Videos to be notified of updates.	Choose Your Path: Find the Right Session for You Introducing sales-i Success Labs 20 May 2026 –sales-i Success Labs - Understanding the return on investment in your time: utilizing the CRM reporting in sales-i classic 3 June 2026 –sales-i Success Labs - Understanding the return on investment in your time: utilizing the Performance insights in sales-i 25 17 June 2026 –sales-i Success Labs - Turn Gaps into Growth: Mastering Enquiries in sales-i Classic 1 July 2026 –sales-i Success Labs - Precision Prospecting with Sales-i 25: Advanced Enquiries and Variance Sales-i Monthly Live Learning Webinar Series Relaunch 18 June 2026 –Live Learning Sales-i 25: Logging Activity & Managing Customer Engagement 16 July 2026 –Live Learning Sales-i Classic: Managing Customer Data & Taking Action 13 August 2026 –Live Learning Sales-i 25: Understanding Customer Profiles & Key Insights Review previous session recordings in Webinar Recordings Subscribe to sales-i Events to be notified of upcoming events and review All SugarAI Events to see more from SugarAI!

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Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Form Improvements – Required field highlighting
Required fields left incomplete after an attempted form submission are now highlighted in red, helping users quickly identify what needs to be completed

Form Improvements – Style Enhancements
Spacing, borders, and cursor behavior for form elements have been enhanced

Form Improvements – Improved submission tracking
Cookie tracking for form submissions has been improved, allowing more consistent form submission tracking via cookies

SugarClub Release Updates	Release Notes, Guides, & Training
Sugar Market 26.1.0 has been released! Sugar Market 25.12.6 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation Visit Event Recordings > Sugar Market Academy to view recordings from previous learning sessions and subscribe to SugarClub Events to be notified of upcoming events

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Welcome to Release Central!

Alex Nassi — Tue, 19 May 2026 19:27:14 GMT

Current Revision posted to Releases by Alex Nassi on 5/19/2026 7:27:14 PM

Welcome to Release Central!

Release Central is your place to find all of the most important information to prepare for updates across the entire Sugar platform in one central place – right here in SugarClub! Learn more about Release Central >>

May 2026

Visit the May 2026 Release Central page to learn more about what is new in Sugar Sell and Serve, Sugar Enterprise, Sugar sales-i, Sugar Market, and more! Choose the product you use with the buttons below to jump directly to the appropriate section

Visit the May 2026 Page

Sugar Sell & Serve Enterprise sales-i Sugar Market

September 2025

Visit the September 2025 Release Central page to learn more about what is new in Sugar Sell and Serve, Sugar sales-i, Sugar Market, and more! Choose the product you use with the buttons below to jump directly to the appropriate section

Visit the September 2025 Page

Sugar Sell & Serve sales-i Sugar Market

April 2025

Visit the April 2025 Release Central page to learn more about what is new in Sugar Sell and Serve, Sugar Enterprise, Sugar sales-i, Sugar Market, and more! Choose the product you use with the buttons below to jump directly to the appropriate section

Visit the April 2025 Page

Sugar Sell & Serve Enterprise sales-i Sugar Market

Release Central Archive

May 2026

September 2025 | April 2025

October 2024 | July 2024 | April 2024 | Q1 2024

Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023

Q4 2022 | Q3 2022 | Q2 2022

Please visit Product Updates for information about releases prior to Q2 (April) 2022

May 2026

Alex Nassi — Tue, 19 May 2026 19:21:40 GMT

Revision 2 posted to Releases by Alex Nassi on 5/19/2026 7:21:40 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 26.1 Release Notes for more details!

Platform Strengthening

Improved Currency Configuration

Scheduler Run Order

A new field, "Run Order," has been added in the Schedulers module to configure the priority order in which schedulers execute when multiple schedulers are scheduled to run at once

Accessibility Improvements

Accessibility enhancements improve keyboard navigation and screen reader support, delivering enhanced usability and stronger alignment with accessibility standards

Audit Log Pagination

Pagination has been added to the audit log to improve performance and usability when viewing large sets of audit data

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 26.1 is Live Sugar Sell Release Notes 26.1 Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 26.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates	Sugar Serve 26.1 is Live Sugar Serve Release Notes 26.1 Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 26.1 Supported Platforms Sugar Connect Updates Mobile App Updates

News, Updates, & Events	Help Articles & Training
SugarCRM is now SugarAI! An open letter from our CEO Get More From Your Sugar Reports: Join Our Free Live Virtual Sessions Unlock Your Success with the Sugar Sell Foundations Series & Recordings May Events 20 May 2026 – Webinar - Export Reports with Confidence: Formats, Data Integrity & Best Practices 21 May 2026 –Start Smart: The Power of Good Lead Qualification [Sugar Sell Foundations Series] 28 May 2026 – From Chaos to Clarity: Opportunity Management that Works [Sugar Sell Foundations Series] June Events 3 June 2026 – Report Labs Live: You Submit It, We Build It 4 June 2026 – The Sales Pulse: Managing Through Activities [Sugar Sell Foundations Series] 11 June 2026 – Sugar on the Go. Mobile Selling Made Easy [Sugar Sell Foundations Series] 16 June 2026 – Webinar - From Questions to Report: How to Build What You Actually Need in Sugar 18 June 2026 – Less Busywork, More Selling - Automating Your Sugar Workflows [Sugar Sell Foundations Series] 25 June 2026 – Sales Mastery: Driving Growth with Sugar [Sugar Sell Foundations Series] July Events 2 July 2026 – Seeing Success: Building Actionable Dashboards in Sugar [Sugar Sell Foundations Series] 9 July 2026 – From Data to Direction: Mastering Reports in Sugar 15 July 2026 – Report Labs Live: You Submit It, We Build It 21 July 2026 – Webinar - Advanced Reports without Surprises: Chart, Summation & Matrix Subscribe to SugarClub Events to be notified of upcoming events and review All SugarAI Events to see the SugarU Live Training calendar, Developer Events, and more!	Choose Your Path: Find the Right Session for You Adding Fields to a Module's Audit Log Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet Join Sugar Documentation & Resources for more upcoming useful updates! Quick Videos Why Report Math Looks Wrong — and What’s Really Causing It Reports Date Filters Demystified: Time Zones, ‘Last Month,’ and Data Range Confusion Deliver Reports Automatically Choosing the Right Sugar Report Type From Template to Transformation – Building Dashboards with OOTB Tools How to Use and Duplicate Role Based Dashboards Pipeline Power — Gaining Control and Visibility Across the Sales Process Finding Your Flow — Learning Smart Guides for Simple, Scalable Automation Everyday Mobile Wins: Using Sugar in the Field Sales Activities Made Easy: 1 - Click Actions in Sugar Opportunity Management that Works: Building Your Sales Stages in Sugar How to Create the Average Lead Score by User Report (Missing Media)

^ Return to top

Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Introducing the New Certified Sugar Developer Specialist Training Course	Developer Guide 26.1 API Documentation Sugar 26.1 Customization Guide Mobile Developer Updates
Event Recaps
Open Dev Office Hours: Ask Anything, Share Ideas, Shape What’s Next Recap \| Recording AI for Sugar Devs Recap \| Recording \| Slides Real Issues, Real Solutions Recap \| Recording \| Slides 2025 Wrap-Up Roundtable: Last Developer Office Hours of the Year Recap \| Recording \| Slides How Sugar Developers leverage AI Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarAI Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

Sugar Enterprise

Users & Administrators

Enterprise Highlights

These are just some of the new features and experiences available in Sugar Enterprise.
Keep reading below or see the Enterprise 26.1 Release Notes for more details!

Platform Strengthening

The 26.1 release of Sugar Sell and Serve represents an increased focus on product quality, stability, and performance. This release is one of Sugar's largest quality-focused releases ever, addressing a significant number of customer-driven improvements, including a broad set of fixes, accessibility improvements, and additional supported platforms for Enterprise customers. 26.1 also lays important groundwork for future innovation and feature enhancements.

Dropdown Editor has been updated and modernized to simplify and streamline the admin experience

Format dropdown lists to add style and make information stand out

Formatted Dropdown Fields	Formatting Dropdown Fields - Admin

Ability to add related records to the Record View dashlet based on the "Relate To" Flex Relate relationship

View recent Opportunity record changes to quickly understand how Opportunities change over time

Improved Currency Configuration

Scheduler Run Order

A new field, "Run Order," has been added in the Schedulers module to configure the priority order in which schedulers execute when multiple schedulers are scheduled to run at once

Accessibility Improvements

Accessibility enhancements improve keyboard navigation and screen reader support, delivering enhanced usability and stronger alignment with accessibility standards

Audit Log Pagination

Pagination has been added to the audit log to improve performance and usability when viewing large sets of audit data

Developer Information

Release Updates & Documentation	Quick Videos
Sugar Enterprise 26.1 is Now Available Sugar Enterprise Release Notes 26.1 Sugar Enterprise Administration Guide Sugar Enterprise Application Guide Sugar 26.1 Supported Platforms SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar Connect Updates Mobile App Updates	Why Report Math Looks Wrong — and What’s Really Causing It Reports Date Filters Demystified: Time Zones, ‘Last Month,’ and Data Range Confusion Deliver Reports Automatically Choosing the Right Sugar Report Type From Template to Transformation – Building Dashboards with OOTB Tools How to Use and Duplicate Role Based Dashboards Pipeline Power — Gaining Control and Visibility Across the Sales Process Finding Your Flow — Learning Smart Guides for Simple, Scalable Automation Everyday Mobile Wins: Using Sugar in the Field Sales Activities Made Easy: 1 - Click Actions in Sugar Opportunity Management that Works: Building Your Sales Stages in Sugar How to Create the Average Lead Score by User Report (Missing Media)
Blog Posts, Updates, & Events	Help Articles & Training
SugarCRM is now SugarAI! An open letter from our CEO Get More From Your Sugar Reports: Join Our Free Live Virtual Sessions Unlock Your Success with the Sugar Sell Foundations Series & Recordings [ACTION REQUIRED] Security Release 25.1.2 and 14.0.3 Microsoft Exchange Online Updates [Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2 25.2 Bringing Visual Clarity to Dropdown Fields A Smarter, Simpler Sugar Status Page Experience Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way May Events 20 May 2026 – Webinar - Export Reports with Confidence: Formats, Data Integrity & Best Practices 21 May 2026 –Start Smart: The Power of Good Lead Qualification [Sugar Sell Foundations Series] 28 May 2026 – From Chaos to Clarity: Opportunity Management that Works [Sugar Sell Foundations Series] June Events 3 June 2026 – Report Labs Live: You Submit It, We Build It 4 June 2026 – The Sales Pulse: Managing Through Activities [Sugar Sell Foundations Series] 11 June 2026 – Sugar on the Go. Mobile Selling Made Easy [Sugar Sell Foundations Series] 16 June 2026 – Webinar - From Questions to Report: How to Build What You Actually Need in Sugar 18 June 2026 – Less Busywork, More Selling - Automating Your Sugar Workflows [Sugar Sell Foundations Series] 25 June 2026 – Sales Mastery: Driving Growth with Sugar [Sugar Sell Foundations Series] July Events 2 July 2026 – Seeing Success: Building Actionable Dashboards in Sugar [Sugar Sell Foundations Series] 9 July 2026 – From Data to Direction: Mastering Reports in Sugar 15 July 2026 – Report Labs Live: You Submit It, We Build It 21 July 2026 – Webinar - Advanced Reports without Surprises: Chart, Summation & Matrix Subscribe to SugarClub Events to be notified of upcoming events and review All SugarAI Events to see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 26.1 (26.1) Choose Your Path: Find the Right Session for You Adding Fields to a Module's Audit Log Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet Integrating With Microsoft Connector for Admins Creating Role-Based Dropdown Lists Join the Sugar Documentation & Resources group for more useful updates!

^ Return to top

Sugar Enterprise

Developers

Blog Posts & Updates	Developer Guides
Introducing the New Certified Sugar Developer Specialist Training Course Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence! Learn about SecureSmarty introduced in Sugar 14.1	Developer Guide 26.1 API Documentation Sugar 26.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Open Dev Office Hours: Ask Anything, Share Ideas, Shape What’s Next Recap \| Recording AI for Sugar Devs Recap \| Recording \| Slides Real Issues, Real Solutions Recap \| Recording \| Slides 2025 Wrap-Up Roundtable: Last Developer Office Hours of the Year Recap \| Recording \| Slides How Sugar Developers leverage AI Recap \| Recording \| Slides Sugar 25.2 Developer Webinar Recap \| Recording \| Slides Tools & Techniques to Accelerate Sugar Development Recap \| Recording \| Slides SugarBPM Best Practices Recap \| Recording \| Slides June 4th Dev Office Hours Open Table Recap \| Recording \| Slides Metadata Best Practices Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarAI Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 26.1 Release Notes for more details!

Product Updates	Release Notes & Product Guides
sales-i 25.2.5 has been released! sales-i 25.2.4 has been released! sales-i 25.2.3 has been released! sales-i 25.2.2 has been released! sales-i 25.2.1 has been released!	sales-i 26.1.0 Release Notes sales-i Documentation
Quick Videos	Training Sessions
sales-i Classic: Quick Tips: Preparing for a Customer Call sales-i Classic: Quick Tips: Creating & Saving Advanced Account Searches sales-i Classic: Quick Tips: Creating & Running a Snapshot Report sales-i Classic: Quick Tips: Finding your Sales Gaps with Enquiries sales-i 25: Who hasn't spent this month with Insights sales-i 25: Who Hasn't Spent this Month with the Variance Report sales-i 25: Customising Your Dashboards sales-i 25: AI Assisted Opportunities sales-i 25 Extras: Sharing Reports and What To Do With Shared Reports Utilising Your Alert Results The Variance Alert The Gap Alert Navigating The Alerts Screen Introducing Alerts in sales-i More videos are coming soon! Turn notifications on for sales-i Quick Videos to be notified of updates.	Choose Your Path: Find the Right Session for You Introducing sales-i Success Labs 20 May 2026 –sales-i Success Labs - Understanding the return on investment in your time: utilizing the CRM reporting in sales-i classic 3 June 2026 –sales-i Success Labs - Understanding the return on investment in your time: utilizing the Performance insights in sales-i 25 17 June 2026 –sales-i Success Labs - Turn Gaps into Growth: Mastering Enquiries in sales-i Classic 1 July 2026 –sales-i Success Labs - Precision Prospecting with Sales-i 25: Advanced Enquiries and Variance Sales-i Monthly Live Learning Webinar Series Relaunch 18 June 2026 –Live Learning Sales-i 25: Logging Activity & Managing Customer Engagement 16 July 2026 –Live Learning Sales-i Classic: Managing Customer Data & Taking Action 13 August 2026 –Live Learning Sales-i 25: Understanding Customer Profiles & Key Insights Review previous session recordings in Webinar Recordings Subscribe to sales-i Events to be notified of upcoming events and review All SugarAI Events to see more from SugarAI!

^ Return to top

Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Form Improvements – Style Enhancements
Spacing, borders, and cursor behavior for form elements have been enhanced

Form Improvements – Improved submission tracking
Cookie tracking for form submissions has been improved, allowing more consistent form submission tracking via cookies

SugarClub Release Updates	Release Notes, Guides, & Training
Sugar Market 26.1.0 has been released! Sugar Market 25.12.6 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation Visit Event Recordings > Sugar Market Academy to view recordings from previous learning sessions and subscribe to SugarClub Events to be notified of upcoming events

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About Release Central

Alex Nassi — Mon, 18 May 2026 22:37:21 GMT

Current Revision posted to Releases by Alex Nassi on 5/18/2026 10:37:21 PM

What is Release Central?	Release Central is your place to find all of the most important information to prepare for updates across the entire Sugar platform in one central place – right here in SugarClub! Easily access new blogs and updates, events, videos, release announcements, and more, across recent, current, and upcoming releases.
How do I stay informed?	This page will be updated to roll up information about major release updates from across the SugarAI product catalog. Click the "Turn Page notifications on" button at the top of the Release Central homepage to be notified when a new Release Central page is available Go to the monthly page(s) you are interested in and click "Turn Page notifications on" again for that specific page. You will receive notifications per your SugarClub user settings. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
What if I want notifications as soon as possible?	Product Updates allows you to receive notifications, separated by product, for Sugar releases, keeping you informed of updates. Click the "Join" banner on the bottom of Product Updates to be notified of ALL updates added to that group Viewing a specific product's update section (blog) allows you to choose specific products, such as Sugar Sell Updates, sales-i Updates, Sugar Market Updates, Sugar Serve Updates, or Sugar Enterprise Updates. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
When will I be upgraded?	Upgrades vary by Sugar product, as well as your organization's hosting decisions. Sugar Sell, Sugar Serve, and Enterprise all follow a semi-annual and annual release cadence, detailed here . Sugar Market and sales-i are hosted by SugarAI and receive periodic updates. Please subscribe to Sugar Market Updates or sales-i updates, or review the Sugar Market Release Notes or sales-i Release Notes for details. For more information specific to your organization, please contact the SugarAI support team for assistance.

May 2026

Alex Nassi — Tue, 12 May 2026 19:26:46 GMT

Revision 1 posted to Releases by Alex Nassi on 5/12/2026 7:26:46 PM

More information coming soon! Subscribe to this page to receive updates!

About Release Central

Alex Nassi — Mon, 20 Apr 2026 22:47:17 GMT

Revision 6 posted to Releases by Alex Nassi on 4/20/2026 10:47:17 PM

What is Release Central?	Release Central is your place to find all of the most important information to prepare for updates across the entire Sugar platform in one central place – right here in SugarClub! Easily access new blogs and updates, events, videos, release announcements, and more, across recent, current, and upcoming releases.
How do I stay informed?	This page will be updated to roll up information about major release updates from across the SugarAI product catalog. Click the "Turn Page notifications on" button at the top of the Release Central homepage to be notified when a new Release Central page is available Go to the monthly page(s) you are interested in and click "Turn Page notifications on" again for that specific page. You will receive notifications per your SugarClub user settings. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
What if I want notifications as soon as possible?	Product Updates allows you to receive notifications, separated by product, for Sugar releases, keeping you informed of updates. Click the "Join" banner on the bottom of Product Updates to be notified of ALL updates added to that group Viewing a specific product's update section (blog) allows you to choose specific products, such as Sugar Sell Updates, sales-i Updates, Sugar Market Updates, Sugar Serve Updates, or Sugar Enterprise Updates. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
When will I be upgraded?	Upgrades vary by Sugar product, as well as your organization's hosting decisions. Sugar Sell, Sugar Serve, and Enterprise all follow a semi-annual and annual release cadence, detailed here . Sugar Market and sales-i are hosted by SugarAI and receive periodic updates. Please subscribe to Sugar Market Updates or sales-i updates, or review the Sugar Market Release Notes or sales-i Release Notes for details. For more information specific to your organization, please contact the SugarAI support team for assistance.

Welcome to Release Central!

Alex Nassi — Fri, 10 Apr 2026 21:13:55 GMT

Revision 67 posted to Releases by Alex Nassi on 4/10/2026 9:13:55 PM

Welcome to Release Central!

September 2025

Visit the September 2025 Page

Sugar Sell & Serve sales-i Sugar Market

April 2025

Visit the April 2025 Page

Sugar Sell & Serve Enterprise sales-i Sugar Market

October 2024

Visit the October 2024 Release Central page to learn more about what is new in Sugar Sell and Serve, Sugar Market, and more! Choose the product you use with the buttons below to jump directly to the appropriate section

Visit the October 2024 Page

Sugar Sell & Serve Sugar Market

Release Central Archive

September 2025 | April 2025

October 2024 | July 2024 | April 2024 | Q1 2024

Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023

Q4 2022 | Q3 2022 | Q2 2022

Please visit Product Updates for information about releases prior to Q2 (April) 2022

September 2025

Alex Nassi — Wed, 01 Oct 2025 15:03:12 GMT

Current Revision posted to Releases by Alex Nassi on 10/1/2025 3:03:12 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

sales-i

Sugar Market

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 25.2 Release Notes for more details!

Dropdown Editor has been updated and modernized to simplify and streamline the admin experience

Format dropdown lists to add style and make information stand out

Formatted Dropdown Fields	Formatting Dropdown Fields - Admin

Ability to add related records to the Record View dashlet based on the "Relate To" Flex Relate relationship

View recent Opportunity record changes to quickly understand how Opportunities change over time

Additional Highlights

"Needed Follow-ups" shows meetings or calls that need to be followed up on, allowing users to easily open the record in a focus drawer

Create activities directly from the "Next Steps" section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets

Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings

Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions

Sugar Connect (Mail & Calendar Integration)

Email data is now populated during record creation

Previously archived emails can now be archived to additional records using the "Archive With Options" functionality

Administrators can now define the language used for all outgoing Sugar Connect service communications

The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler have been updated to match the Sugar look and feel

Users can now choose whether embedded images are included by default in archived emails

SugarCRM Mobile App

Users can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency

Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 25.2 is Live Sugar Sell Release Notes 25.2 AI Release Notes \| AI Guides \| More AI Information Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.2 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates Sugar Hint Updates	Sugar Serve 25.2 is Live Sugar Serve Release Notes 25.2 AI Release Notes \| AI Guides \| More AI Information Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.2 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Hint Updates

News, Updates, & Events	Help Articles & Training
[ACTION REQUIRED] Sugar Sell 25.2.0 Microsoft Exchange Online Updates Update to Known SugarBPM Issues Due to Non-Standard Configuration Changes [Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2 Customer Roadshow - Berlin – 23 Oct 2025 Customer Roadshow - Chicago – 6 Nov 2025 The Future of CRM is Coming Fast and We’re Bringing it to You Live A Smarter, Simpler Sugar Status Page Experience Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way What's New in SugarCRM: A Recap of Our Latest Webinar Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more! Subscribe to Sugar News to be notified of important updates and information from SugarCRM!	Help Articles & Guides What to Expect When Upgrading to 25.2 Understanding Sugar's Release Cadence Package Builder and Deployer Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet Integrating With Microsoft Connector for Admins Creating Role-Based Dropdown Lists Troubleshooting Missing Data in Discover Reports Join the Sugar Documentation & Resources group for more useful updates! Quick Videos Lead Prediction in Sugar Sell How to Access SugarLive Sugar Reports: "Is Anything" Operand Show Distinct Report Results in Sugar Personalizing Your Sugar View Behind the Build: A Sugar Admin's Guide to Package Builder and Deployer Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field Sugar Discover - Create New Custom Report Sugar Discover - How to Update a Sales Stage Name Sugar Discover - How to Change a Calculated Field Definition Sugar Discover - How to Replace a Field Sugar Discover - How to Change a Field Name Sugar Discover - How to Find a Hidden Field Enhanced Forecasting in Sugar Sell Premier Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports Sugar Connect: How to Use Meeting Scheduler and Integrations
AI Information & Updates
Release Updates Intelligence add-on is now built into Sugar Engaged Contacts Section & More Restrict User Access via Roles, Needed Follow-ups, & More Documentation AI Release Notes AI Intelligence: User Guide \| Administration Guide AI Summarization: User Guide \| Administration Guide AI Prediction: User Guide \| Administration Guide	News & Updates Sugar Intelligence Add-On is Now Available to Enterprise and Enterprise+ Introducing the Intelligence Add-on Intelligence Add-On FAQs Follow AI Updates* to stay up-to-date on all new AI functionality and enhancements*

^ Return to top

Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Official Sugar REST API Postman Collection Is Live! Updates to our Release Version Convention that affect Module Loadable Packages	Developer Guide 25.2 Schema 25.2.0 Sugar 25.2 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.2 Developer Webinar Recap \| Recording \| Slides Tools & Techniques to Accelerate Sugar Development Recap \| Recording \| Slides SugarBPM Best Practices Recap \| Recording \| Slides June 4th Dev Office Hours Open Table Recap \| Recording \| Slides Metadata Best Practices Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 25.2 Release Notes for more details!

Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports

Currency Selection - Admin	Currency Selection - User

Users can now filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM

1) Users can now select additional fields to add to the view	2) Required columns are added the view

3) Users can then apply a filter to that view	4) The view is updated to show the customer accounts based on the filter

Product Updates	Release Notes & Product Guides
sales-i 25.2.0 has been released! sales-i 25.1.2 has been released! sales-i 25.1.1 has been released! sales-i 25.1.0.6 has been released! sales-i 25.1.0 has been released!	sales-i 25.2.0 Release Notes sales-i Documentation
Quick Videos & Updates	Training Sessions
New Resource: sales-i Data Extract Guide sales-i 25: A Day in the Life sales-i 25 Extras: Adding Meaningful Insights To The Home Screen sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins sales-i 25 Extras: Nylas Email Sync Setup More videos are coming soon! Turn page notifications on for sales-i Quick Videos to be notified of updates.	Enquiries — Build Custom Reports with Confidence 2 October 2025 3:00 PM (UK) Alerts — Stay Ahead with Smarter Sales Rules 9 October 2025 3:00 PM (UK) Home Page, Dashboards & Insights — Make sales-i Your Own 16 October 2025 3:00 PM (UK) Review previous session recordings in Event Recordings > sales-i Webinars Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM!

^ Return to top

Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Search across all lists in Email Builder
Users can now search across all lists at once within Email Builder when selecting recipients, making it easier to find the people to send to

Email template type consolidation
The three email template types have been merged into a single view, with a Type field added to accurately reflect each template type

SugarClub Release Updates	Release Notes & Guides
Sugar Market 25.12.0 has been released! Sugar Market 25.10.0 has been released! Sugar Market 25.9.0 has been released! Sugar Market 25.8.0 has been released! Sugar Market 25.7.0 has been released! Sugar Market 25.6.0 has been released! Sugar Market 25.5.0 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation
Blog Posts & Help Articles	Training Sessions
Available Now! The Certified Sugar Market Specialist Exam 2025 Understanding Nurture Builder 2.0 vs Nurture Builder 1.0 Improving Email Deliverability ACTION REQUIRED: On-site Sugar Enterprise customers using the Sugar Market connector must not upgrade to 25.1.0 Retiring Bullhorn CRM Integration with Sugar Market Join Sugar Documentation & Resources for more upcoming useful updates!	Please visit Event Recordings > Sugar Market Academy to view recordings from previous sessions Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!

^ Return to top

Welcome to Release Central!

Alex Nassi — Tue, 30 Sep 2025 17:00:04 GMT

Revision 66 posted to Releases by Alex Nassi on 9/30/2025 5:00:04 PM

Welcome to Release Central!

September 2025

Visit the September 2025 Page

Sugar Sell & Serve sales-i Sugar Market

April 2025

Visit the April 2025 Page

Sugar Sell & Serve Enterprise sales-i Sugar Market

October 2024

Visit the October 2024 Page

Sugar Sell & Serve Sugar Market

Release Central Archive

September 2025 | April 2025

October 2024 | July 2024 | April 2024 | Q1 2024

Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023

Q4 2022 | Q3 2022 | Q2 2022

Please visit Product Updates for information about releases prior to Q2 (April) 2022

September 2025

Alex Nassi — Tue, 30 Sep 2025 16:46:44 GMT

Revision 5 posted to Releases by Alex Nassi on 9/30/2025 4:46:44 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

sales-i

Sugar Market

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 25.2 Release Notes for more details!

Dropdown Editor has been updated and modernized to simplify and streamline the admin experience

Format dropdown lists to add style and make information stand out

Formatted Dropdown Fields	Formatting Dropdown Fields - Admin

Ability to add related records to the Record View dashlet based on the "Relate To" Flex Relate relationship

View recent Opportunity record changes to quickly understand how Opportunities change over time

Additional Highlights

"Needed Follow-ups" shows meetings or calls that need to be followed up on, allowing users to easily open the record in a focus drawer

Create activities directly from the "Next Steps" section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets

Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings

Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions

Sugar Connect (Mail & Calendar Integration)

Email data is now populated during record creation

Previously archived emails can now be archived to additional records using the "Archive With Options" functionality

Administrators can now define the language used for all outgoing Sugar Connect service communications

The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler have been updated to match the Sugar look and feel

Users can now choose whether embedded images are included by default in archived emails

SugarCRM Mobile App

Users can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency

Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 25.2 is Live Sugar Sell Release Notes 25.2 AI Release Notes \| AI Guides \| More AI Information Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.2 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates Sugar Hint Updates	Sugar Serve 25.2 is Live Sugar Serve Release Notes 25.2 AI Release Notes \| AI Guides \| More AI Information Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.2 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Hint Updates

News, Updates, & Events	Help Articles & Training
[ACTION REQUIRED] Sugar Sell 25.2.0 Microsoft Exchange Online Updates Update to Known SugarBPM Issues Due to Non-Standard Configuration Changes [Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2 Customer Roadshow - Berlin – 23 Oct 2025 Customer Roadshow - Chicago – 6 Nov 2025 The Future of CRM is Coming Fast and We’re Bringing it to You Live A Smarter, Simpler Sugar Status Page Experience Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way What's New in SugarCRM: A Recap of Our Latest Webinar Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more! Subscribe to Sugar News to be notified of important updates and information from SugarCRM!	Help Articles & Guides What to Expect When Upgrading to 25.2 Understanding Sugar's Release Cadence Package Builder and Deployer Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet Integrating With Microsoft Connector for Admins Creating Role-Based Dropdown Lists Troubleshooting Missing Data in Discover Reports Join the Sugar Documentation & Resources group for more useful updates! Quick Videos Lead Prediction in Sugar Sell How to Access SugarLive Sugar Reports: "Is Anything" Operand Show Distinct Report Results in Sugar Personalizing Your Sugar View Behind the Build: A Sugar Admin's Guide to Package Builder and Deployer Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field Sugar Discover - Create New Custom Report Sugar Discover - How to Update a Sales Stage Name Sugar Discover - How to Change a Calculated Field Definition Sugar Discover - How to Replace a Field Sugar Discover - How to Change a Field Name Sugar Discover - How to Find a Hidden Field Enhanced Forecasting in Sugar Sell Premier Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports Sugar Connect: How to Use Meeting Scheduler and Integrations
AI Information & Updates
Release Updates Intelligence add-on is now built into Sugar Engaged Contacts Section & More Restrict User Access via Roles, Needed Follow-ups, & More Documentation AI Release Notes AI Intelligence: User Guide \| Administration Guide AI Summarization: User Guide \| Administration Guide AI Prediction: User Guide \| Administration Guide	News & Updates Sugar Intelligence Add-On is Now Available to Enterprise and Enterprise+ Introducing the Intelligence Add-on Intelligence Add-On FAQs Follow AI Updates* to stay up-to-date on all new AI functionality and enhancements*

^ Return to top

Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Official Sugar REST API Postman Collection Is Live! Updates to our Release Version Convention that affect Module Loadable Packages	Developer Guide 25.2 Schema 25.2.0 Sugar 25.2 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.2 Developer Webinar Recap \| Recording \| Slides Tools & Techniques to Accelerate Sugar Development Recap \| Recording \| Slides SugarBPM Best Practices Recap \| Recording \| Slides June 4th Dev Office Hours Open Table Recap \| Recording \| Slides Metadata Best Practices Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 25.2 Release Notes for more details!

Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports

Currency Selection - Admin	Currency Selection - User

Users can now filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM

1) Users can now select additional fields to add to the view	2) Required columns are added the view

3) Users can then apply a filter to that view	4) The view is updated to show the customer accounts based on the filter

Product Updates	Release Notes & Product Guides
sales-i 25.2.0 has been released! sales-i 25.1.2 has been released! sales-i 25.1.1 has been released! sales-i 25.1.0.6 has been released! sales-i 25.1.0 has been released!	sales-i 25.2.0 Release Notes sales-i Documentation
Quick Videos & Updates	Training Sessions
New Resource: sales-i Data Extract Guide sales-i 25: A Day in the Life sales-i 25 Extras: Adding Meaningful Insights To The Home Screen sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins sales-i 25 Extras: Nylas Email Sync Setup More videos are coming soon! Turn page notifications on for sales-i Quick Videos to be notified of updates.	Enquiries — Build Custom Reports with Confidence 2 October 2025 3:00 PM (UK) Alerts — Stay Ahead with Smarter Sales Rules 9 October 2025 3:00 PM (UK) Home Page, Dashboards & Insights — Make sales-i Your Own 16 October 2025 3:00 PM (UK) Review previous session recordings in Event Recordings > sales-i Webinars Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM!

^ Return to top

Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Search across all lists in Email Builder
Users can now search across all lists at once within Email Builder when selecting recipients, making it easier to find the people to send to

Email template type consolidation
The three email template types have been merged into a single view, with a Type field added to accurately reflect each template type

SugarClub Release Updates	Release Notes & Guides
Sugar Market 25.12.0 has been released! Sugar Market 25.10.0 has been released! Sugar Market 25.9.0 has been released! Sugar Market 25.8.0 has been released! Sugar Market 25.7.0 has been released! Sugar Market 25.6.0 has been released! Sugar Market 25.5.0 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation
Blog Posts & Help Articles	Training Sessions
Available Now! The Certified Sugar Market Specialist Exam 2025 Understanding Nurture Builder 2.0 vs Nurture Builder 1.0 Improving Email Deliverability ACTION REQUIRED: On-site Sugar Enterprise customers using the Sugar Market connector must not upgrade to 25.1.0 Retiring Bullhorn CRM Integration with Sugar Market Join Sugar Documentation & Resources for more upcoming useful updates!	Please visit Event Recordings > Sugar Market Academy to view recordings from previous sessions Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!

^ Return to top

September 2025

Alex Nassi — Tue, 30 Sep 2025 16:41:15 GMT

Revision 4 posted to Releases by Alex Nassi on 9/30/2025 4:41:15 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

sales-i

Sugar Market

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 25.2 Release Notes for more details!

Dropdown Editor has been updated and modernized to simplify and streamline the admin experience

Format dropdown lists to add style and make information stand out

Formatted Dropdown Fields	Formatting Dropdown Fields - Admin

Ability to add related records to the Record View dashlet based on the "Relate To" Flex Relate relationship

View recent Opportunity record changes to quickly understand how Opportunities change over time

Additional Highlights

"Needed Follow-ups" shows meetings or calls that need to be followed up on, allowing users to easily open the record in a focus drawer

Create activities directly from the "Next Steps" section in the Opportunity Summary, Case Summary, and Account Intelligence dashlets

Engaged Contacts provide visibility into the key relationship holders in an organization, prioritizing based on frequency of emails, calls, and meetings

Administrators can now prevent users from accessing the Account Intelligence and AI Summarization dashlets using module role permissions

Sugar Connect (Mail & Calendar Integration)

Email data is now populated during record creation

Previously archived emails can now be archived to additional records using the "Archive With Options" functionality

Administrators can now define the language used for all outgoing Sugar Connect service communications

The Scheduler landing and event pages in the Sugar Connect Meeting Scheduler have been updated to match the Sugar look and feel

Users can now choose whether embedded images are included by default in archived emails

SugarCRM Mobile App

Users can create routes between multiple records, supporting trip planning with several stops, improving field productivity, and visiting efficiency

Links from emails, workflow notifications, and messages now consistently open in the SugarCRM Mobile App

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 25.2 is Live Sugar Sell Release Notes 25.2 AI Release Notes \| AI Guides \| More AI Information Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.2 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates Sugar Hint Updates	Sugar Serve 25.2 is Live Sugar Serve Release Notes 25.2 AI Release Notes \| AI Guides \| More AI Information Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.2 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Hint Updates

News, Updates, & Events	Help Articles & Training
[ACTION REQUIRED] Sugar Sell 25.2.0 Microsoft Exchange Online Updates Update to Known SugarBPM Issues Due to Non-Standard Configuration Changes [Action Required] SugarLive Customers Must Upgrade Their Lex Bot to V2 Customer Roadshow - Berlin – 23 Oct 2025 Customer Roadshow - Chicago – 6 Nov 2025 The Future of CRM is Coming Fast and We’re Bringing it to You Live A Smarter, Simpler Sugar Status Page Experience Unlock Your Sales Potential—with Clarity, Confidence, and Consistency, and the Power to Do It Your Way What's New in SugarCRM: A Recap of Our Latest Webinar Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more! Subscribe to Sugar News to be notified of important updates and information from SugarCRM!	Help Articles & Guides What to Expect When Upgrading to 25.2 Understanding Sugar's Release Cadence Package Builder and Deployer Historical Summary vs. Activity Stream vs. Audit Log vs. Timeline Dashlet Integrating With Microsoft Connector for Admins Creating Role-Based Dropdown Lists Troubleshooting Missing Data in Discover Reports Join the Sugar Documentation & Resources group for more useful updates! Quick Videos Lead Prediction in Sugar Sell How to Access SugarLive Sugar Reports: "Is Anything" Operand Show Distinct Report Results in Sugar Personalizing Your Sugar View Behind the Build: A Sugar Admin's Guide to Package Builder and Deployer Sugar Discover - How to Fix a Report That Fails to Render Due to a Missing Field Sugar Discover - Create New Custom Report Sugar Discover - How to Update a Sales Stage Name Sugar Discover - How to Change a Calculated Field Definition Sugar Discover - How to Replace a Field Sugar Discover - How to Change a Field Name Sugar Discover - How to Find a Hidden Field Enhanced Forecasting in Sugar Sell Premier Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports Sugar Connect: How to Use Meeting Scheduler and Integrations
AI Information & Updates
Release Updates Intelligence add-on is now built into Sugar Engaged Contacts Section & More Restrict User Access via Roles, Needed Follow-ups, & More Documentation AI Release Notes AI Intelligence: User Guide \| Administration Guide AI Summarization: User Guide \| Administration Guide AI Prediction: User Guide \| Administration Guide	News & Updates Sugar Intelligence Add-On is Now Available to Enterprise and Enterprise+ Introducing the Intelligence Add-on Intelligence Add-On FAQs Follow AI Updates* to stay up-to-date on all new AI functionality and enhancements*

^ Return to top

Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Official Sugar REST API Postman Collection Is Live! Updates to our Release Version Convention that affect Module Loadable Packages	Developer Guide 25.2 Schema 25.2.0 Sugar 25.2 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.2 Developer Webinar Recap \| Recording \| Slides Tools & Techniques to Accelerate Sugar Development Recap \| Recording \| Slides SugarBPM Best Practices Recap \| Recording \| Slides June 4th Dev Office Hours Open Table Recap \| Recording \| Slides Metadata Best Practices Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 25.2 Release Notes for more details!

Admins can now configure default and available currencies, allowing users to swap currencies and see a side-by-side view of currencies in reports

Currency Selection - Admin	Currency Selection - User

Users can now filter on additional fields of interest in and add columns to Customers, Prospects, and Opportunities list views in CRM

1) Users can now select additional fields to add to the view	2) Required columns are added the view

3) Users can then apply a filter to that view	4) The view is updated to show the customer accounts based on the filter

Product Updates	Release Notes & Product Guides
sales-i 25.2.0 has been released! sales-i 25.1.2 has been released! sales-i 25.1.1 has been released! sales-i 25.1.0.6 has been released! sales-i 25.1.0 has been released!	sales-i 25.2.0 Release Notes sales-i Documentation
Quick Videos & Updates	Training Sessions
New Resource: sales-i Data Extract Guide sales-i 25: A Day in the Life sales-i 25 Extras: Adding Meaningful Insights To The Home Screen sales-i 25 Extras: Generating Calls via Enquiries For Quick Wins sales-i 25 Extras: Nylas Email Sync Setup More videos are coming soon! Turn page notifications on for sales-i Quick Videos to be notified of updates.	Enquiries — Build Custom Reports with Confidence 2 October 2025 3:00 PM (UK) Alerts — Stay Ahead with Smarter Sales Rules 9 October 2025 3:00 PM (UK) Home Page, Dashboards & Insights — Make sales-i Your Own 16 October 2025 3:00 PM (UK) Review previous session recordings in Event Recordings > sales-i Webinars Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM!

^ Return to top

Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Search across all lists in Email Builder
Users can now search across all lists at once within Email Builder when selecting recipients, making it easier to find the people to send to

Email template type consolidation
The three email template types have been merged into a single view, with a Type field added to accurately reflect each template type

SugarClub Release Updates	Release Notes & Guides
Sugar Market 25.12.0 has been released! Sugar Market 25.10.0 has been released! Sugar Market 25.9.0 has been released! Sugar Market 25.8.0 has been released! Sugar Market 25.7.0 has been released! Sugar Market 25.6.0 has been released! Sugar Market 25.5.0 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation
Blog Posts & Help Articles	Training Sessions
Available Now! The Certified Sugar Market Specialist Exam 2025 Understanding Nurture Builder 2.0 vs Nurture Builder 1.0 Improving Email Deliverability ACTION REQUIRED: On-site Sugar Enterprise customers using the Sugar Market connector must not upgrade to 25.1.0 Retiring Bullhorn CRM Integration with Sugar Market Join Sugar Documentation & Resources for more upcoming useful updates!	Please visit Event Recordings > Sugar Market Academy to view recordings from previous sessions Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!

^ Return to top

September 2025

Alex Nassi — Wed, 24 Sep 2025 15:39:52 GMT

Revision 3 posted to Releases by Alex Nassi on 9/24/2025 3:39:52 PM

More information coming soon! Subscribe to this page to receive updates!

April 2025

Alex Nassi — Thu, 24 Apr 2025 16:44:37 GMT

Current Revision posted to Releases by Alex Nassi on 4/24/2025 4:44:37 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

Enterprise

sales-i

Sugar Market

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 25.1 Release Notes for more details!

Track account interactions with the new "Last Interaction" field

Last Interaction Field - List View	Last Interaction Field - Record View

Last Interaction Field - Demo 🎥	Last Interaction Field - Demo 🎥
sugarclub.sugarai.com/.../1122.LastInteration_5F00_apr_5F00_17_5F00_update.mov	sugarclub.sugarai.com/.../1732.SugarCRM-Last-Interaction-Field_2D00_VEED.mp4

Exclude duplicate report results with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results	Report Wizard with New Checkbox	Report Without Duplicates

Quote worksheet performance improvements for worksheets containing a large number of line items

Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights

Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

sugarclub.sugarai.com/.../2235.DBConnectMeetingDesign.mov

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links

sugarclub.sugarai.com/.../7217.Sugar-Connect-Scheduler-Landing-Pages-Overview_2D00_VEED.mp4

Enhanced Forecasting & Service Insights

Focus Drawers now open when drilling into charts or dashlets

Chart colors in Discover Dashlets have been updated for enhanced consistency between Discover and Sugar reports

SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 25.1 is Live Sugar Sell Release Notes 25.1 AI Release Notes \| AI Guides \| More AI Information Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates Sugar Hint Updates	Sugar Serve 25.1 is Live Sugar Serve Release Notes 25.1 AI Release Notes \| AI Guides \| More AI Information Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Hint Updates

News, Updates, & Events	Help Articles & Training
Live Webinar \| What's New in Sugar: Helping You Work Smarter, Sell Better, and Stay Ahead 7 May 2025 8am PDT \| 11am EDT \| 4pm BST What’s New in SugarCRM: Global Reach, Smarter Selling, and AI that Drives Results A Simpler, More Consistent Versioning Scheme for Sugar Products Big Changes Are Coming to Sugar This April — Here’s What It Means for You We Listened \| Moving to Semi-Annual Release Cadence Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 25.1 (25.1) Understanding Sugar's Release Cadence Package Builder and Deployer Show Distinct Report Results in Sugar Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports Integrating With Microsoft for End Users Integrating With Microsoft Connector for Admins Understanding Module Builder's Functions Introduction to Relationships and Relate Fields Understanding Relationship Creation Options Creating Dependent Dropdown Lists More articles are coming soon! Turn page notifications on* for this page, April 2025, to be notified of updates regarding this release.* Join Sugar Documentation & Resources for more upcoming useful updates!
AI Information & Updates
Release Updates Account Intelligence Dashlet & More AI Sentiment Field Documentation AI Intelligence: User Guide \| Administration Guide AI Summarization: User Guide \| Administration Guide AI Prediction: User Guide \| Administration Guide AI Release Notes	News & Updates Introducing the Intelligence Add-on Intelligence Add-On FAQs Follow AI Updates* to stay up-to-date on all new AI functionality and enhancements*

Summarizing Account History in Seconds 🎥

www.youtube.com/watch

Summarizing Account History in 30 Seconds 🎥

www.youtube.com/watch

Account Intelligence Demo 🎥

sugarclub.sugarai.com/.../5086.DBAccountIntelligencev1.mov

^ Return to top

Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence!	Developer Guide 25.1 Schema 25.1.0 Sugar 25.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.1 Developer Update Webinar Recap \| Recording \| Slides March '25 Open Round Table \| Recording \| Slides SugarCRM PHP REST Client Introduction \| Recap \| Recording \| Slides CRM Deduplication Techniques \| Recap \| Recording \| Slides October '24 - Open Round Table \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

Sugar Enterprise

Users & Administrators

Enterprise Highlights

These are just some of the new features and experiences available in Sugar Enterprise.
Keep reading below or see the Enterprise 25.1 Release Notes for more details!

Modern UI redesign, including color-coded navigation, a focused center pane, animation on menu selections, and an enhanced dark mode

Improved UI 🎥	Improved UI - Navigation	Improved UI - Global Search
sugarclub.sugarai.com/.../3146.25_5F00_1_5F00_UI_5F00_Modernizarion.mp4

Track account interactions with the new "Last Interaction" field

Last Interaction Field - List View	Last Interaction Field - Record View

Last Interaction Field - Demo 🎥	Last Interaction Field - Demo 🎥
sugarclub.sugarai.com/.../8037.DBLastInteraction.mov	sugarclub.sugarai.com/.../1732.SugarCRM-Last-Interaction-Field_2D00_VEED.mp4

Exclude duplicate report results with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results	Report Wizard with New Checkbox	Report Without Duplicates

Column sorting is now available when drilling through the Report dashlet

Sorting in Drill-Through Report Charts

Consistency in report chart coloring using the colors assigned to dropdown field values

Chart Color Consistency

Quote worksheet performance improvements for worksheets containing a large number of line items

Quote conversion rates can now be locked, preventing quotes from being affected if the conversion rates are updated

Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights

Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

sugarclub.sugarai.com/.../2235.DBConnectMeetingDesign.mov

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links

sugarclub.sugarai.com/.../7217.Sugar-Connect-Scheduler-Landing-Pages-Overview_2D00_VEED.mp4

SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts

Developer Information

Release Updates & Documentation
Sugar Enterprise 25.1 is Now Available Sugar Enterprise Release Notes 25.1 Sugar Enterprise Administration Guide Sugar Enterprise Application Guide Sugar 25.1 Supported Platforms	SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar Connect Updates Mobile App Updates Sugar Hint Updates
Blog Posts, Updates, & Events	Help Articles & Training
A Simpler, More Consistent Versioning Scheme for Sugar Products Big Changes Are Coming to Sugar This April — Here’s What It Means for You We Listened \| Moving to Semi-Annual Release Cadence Important Notice - End of Support for Sugar 13 Instances The Scoop Q4 2024: Fresh Coat of Paint “Hidden” Features Series: Making Round Robin Activities & Assignments in SugarBPM a Breeze Announcing SugarCRM's 14.1 Release: New Service Insights Reports and AI-Powered Summarization Features The Scoop Q3 2024: It’s Time for Generative AI "Hidden" Features Series: Search Capabilities in SugarCRM, a Comprehensive Guide Just “Role” With It: Sugar’s New Role-Specific Dashboards Provide Personalized Insights See all installments in the "Hidden Features" Series Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 25.1 (25.1) Understanding Sugar's Release Cadence Package Builder and Deployer Installing and Administering Elasticsearch Health Check Error: File System Maximum Path Length Exceeded Health Check Error: Use of Removed Zend Framework Component Health Check Error: Use of Deprecated Zend Framework Component Show Distinct Report Results in Sugar Integrating With Microsoft for End Users Integrating With Microsoft Connector for Admins Understanding Module Builder's Functions Introduction to Relationships and Relate Fields Understanding Relationship Creation Options Creating Dependent Dropdown Lists Migrating From SugarCloud to On-Site Configuring Your Navigation Bar Sample Doc Merge Templates Upgrade Your Learning Experience with New SugarU Course Bundles and a Special Offer Introducing Our New Course: Intermediate SugarBPM Introducing Our New Course: CRM for Beginners Unlocking SugarU: Essential Resources for Sugar Administrators Introducing Our New Course: Mastering Role-Based Dashboards in SugarCRM ICYMI: 'Getting to Know SugarBPM' webinar is now available On-demand Troubleshooting SugarCloud Storage Configuring IP Addresses, Ports, and Domains Troubleshooting Validation Errors and Warnings for Process Definitions Disabling vs Uninstalling Module Loader Packages Troubleshooting Outbound Email Using Command Line Troubleshooting Outbound Email Using Sugar Troubleshooting Outbound Email Using Sugar Logs More articles coming soon! Turn page notifications on* for this page April 2025 to be notified of updates regarding this release.* Join Sugar Documentation & Resources for more upcoming useful updates!

^ Return to top

Sugar Enterprise

Developers

Blog Posts & Updates	Developer Guides
Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence! Learn about SecureSmarty introduced in Sugar 14.1	Developer Guide 25.1 Schema 25.1.0 Sugar 25.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.1 Developer Update Webinar Recap \| Recording \| Slides March '25 Open Round Table \| Recording \| Slides SugarCRM PHP REST Client Introduction \| Recap \| Recording \| Slides CRM Deduplication Techniques \| Recap \| Recording \| Slides October '24 - Open Round Table \| Recording \| Slides Q4 '24 Developer Webinar \| Recording \| Slides Refactoring Outdated Code \| Recap \| Recording \| Slides UI Extension Framework Round Table \| Recording \| Slides Sugar Q3 2024 Developer Webinar \| Recording \| Slides Sugar UI Modernization \| Recording \| Slides Extension Framework Best Practices \| Recap \| Recording \| Slides Preparing for the Sugar Developer Specialist Exam \| Recap \| Recording \| Slides Sugar Mobile SDK Development \| Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 25.1 Release Notes for more details!

ERP-driven sales intelligence
sales-i connects to your ERP and transforms your sales data into real-time insights that drive smarter selling for sales reps and strategic visibility for sales leaders

Connecting Insight to Activity 🎥
sugarclub.sugarai.com/.../7178.Flexible-Enquiries-_2D00_-Connecting-Insight-to-Activity.mov
One-Click access to insights	New Enquiries	Guiding Sales

Sales-focused user interface
sales-i’s interface is purpose-built for sales teams, helping you stay focused and maximize every customer interaction

Intelligent Account Management 🎥	Seamless Experience Across All Devices
sugarclub.sugarai.com/.../5460.Easy-to-use-crm-_2D00_-Intelligent-Account-Management.mov

Custom sales analysis
Inquiries let you explore and filter your sales data by customer, product, or sales analysis fields, enabling you to uncover meaningful insights and answer complex questions quickly

Pre-built sales insights
Insights provide an invaluable collection of pre-built reports that answer common and impactful sales questions using your data

AI-powered recommendations
sales-i leverages AI to analyze your data and suggest potential sales opportunities

sugarclub.sugarai.com/.../6507.Assisted-Selling-_1320_-Cross_2D00_sell-_2600_-Upsell-Opportunities.mov

Real-time sales alerts
Alerts let you create custom notifications based on your data, keeping sales reps informed of important changes in customer behavior

Built-in CRM
sales-i includes a built-in CRM that lets you collect and store customer data and interactions all in one place

SugarCRM integration
sales-i data insights can be displayed directly in SugarCRM

sugarclub.sugarai.com/.../4747.sales_5F00_i_5F00_in_5F00_Sugar.mov

Product Updates	Release Notes & Product Guides
sales-i 25.1.0 has been released!	sales-i 25.1.0 Release Notes sales-i Documentation
Quick Videos	Training Sessions
sales-i 25: Enquiries Extras sales-i 25: The Full Picture Enquiry sales-i 25: The Sales vs Gaps Enquiry sales-i 25: The Matrix Enquiry sales-i 25: Introduction to Enquiries sales-i 25: The Variance Enquiry sales-i 25: A.I. and Posts sales-i 25: Enquiries in Accounts sales-i 25: Using Opportunities sales-i 25: Adding a Planned Interaction sales-i 25: Searching and Editing sales-i 25: Generating Interactions sales-i 25: Adding, Managing, and Merging Prospects sales-i 25: Introduction to General Accounts sales-i 25: Adding an Unplanned Call sales-i 25: Introduction to Interactions sales-i 25: Navigating the Home Screen sales-i 25: Introduction to the Home Screen More videos are coming soon! Turn page notifications on for sales-i Quick Videos to be notified of updates.	Live Learning - Creating Campaigns using Advanced Searches (Power Users and Team Leaders) 17 April 2025 2:00 PM (UK) (Missing Calendar Event) 17 April 2025 2:00 PM Central Time (US) Live Learning - Utilising our Campaigns through Enquiries, Google Maps and My Calls. 24 April 2025 2:00 PM (UK) Review previous session recordings in Webinar Recordings Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM!

Customers React: The Tool That Helps Sales Teams Stop Guessing and Start Growing 🎥

www.youtube.com/watch

^ Return to top

Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Zoom Webinar Support

Sugar Market is now integrated with SugarIdentity

SugarClub Release Updates	Release Notes & Guides
Sugar Market 25.4.0 has been released! Sugar Market 25.3.0 has been released! Sugar Market 25.2 has been released! Sugar Market 25.1 has been released! Sugar Market 24.17 has been released! Sugar Market 24.16 has been released! Sugar Market 24.15 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation
Training Sessions	Blog Posts & Help Articles
Join us for Sugar Market Academy! Sugar Market Academy Recordings in SugarU Sugar Market Academy 7 May 2025 10:00 AM Eastern Time (US & Canada) Sugar Market Academy 4 June 2025 10:00 AM Eastern Time (US & Canada) Sugar Market Academy 2 July 2025 10:00 AM Eastern Time (US & Canada) Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!	Everything You Need to Know About the New Form Builder! SugarCRM Connector for Sugar Market Creating Forms Join Sugar Documentation & Resources for more upcoming useful updates!

^ Return to top

April 2025

Alex Nassi — Thu, 17 Apr 2025 18:38:09 GMT

Revision 3 posted to Releases by Alex Nassi on 4/17/2025 6:38:09 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

Enterprise

sales-i

Sugar Market

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 25.1 Release Notes for more details!

Track account interactions with the new "Last Interaction" field

Last Interaction Field - List View	Last Interaction Field - Record View

Last Interaction Field - Demo 🎥	Last Interaction Field - Demo 🎥
sugarclub.sugarai.com/.../LastInteration_5F00_apr_5F00_17_5F00_update.mov	sugarclub.sugarai.com/.../SugarCRM-Last-Interaction-Field_2D00_VEED.mp4

Exclude duplicate report results with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results	Report Wizard with New Checkbox	Report Without Duplicates

Quote worksheet performance improvements for worksheets containing a large number of line items

Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights

Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

sugarclub.sugarai.com/.../DBConnectMeetingDesign.mov

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links

sugarclub.sugarai.com/.../Sugar-Connect-Scheduler-Landing-Pages-Overview_2D00_VEED.mp4

Enhanced Forecasting & Service Insights

Focus Drawers now open when drilling into charts or dashlets

Chart colors in Discover Dashlets have been updated for enhanced consistency between Discover and Sugar reports

SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 25.1 is Live Sugar Sell Release Notes 25.1 AI Release Notes \| AI Guides \| More AI Information Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates Sugar Hint Updates	Sugar Serve 25.1 is Live Sugar Serve Release Notes 25.1 AI Release Notes \| AI Guides \| More AI Information Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Hint Updates

News, Updates, & Events	Help Articles & Training
Live Webinar \| What's New in Sugar: Helping You Work Smarter, Sell Better, and Stay Ahead 7 May 2025 8am PDT \| 11am EDT \| 4pm BST What’s New in SugarCRM: Global Reach, Smarter Selling, and AI that Drives Results A Simpler, More Consistent Versioning Scheme for Sugar Products Big Changes Are Coming to Sugar This April — Here’s What It Means for You We Listened \| Moving to Semi-Annual Release Cadence Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 25.1 (25.1) Understanding Sugar's Release Cadence Package Builder and Deployer Show Distinct Report Results in Sugar Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports Integrating With Microsoft for End Users Integrating With Microsoft Connector for Admins Understanding Module Builder's Functions Introduction to Relationships and Relate Fields Understanding Relationship Creation Options Creating Dependent Dropdown Lists More articles are coming soon! Turn page notifications on* for this page, April 2025, to be notified of updates regarding this release.* Join Sugar Documentation & Resources for more upcoming useful updates!
AI Information & Updates
Release Updates Account Intelligence Dashlet & More AI Sentiment Field Documentation AI Intelligence: User Guide \| Administration Guide AI Summarization: User Guide \| Administration Guide AI Prediction: User Guide \| Administration Guide AI Release Notes	News & Updates Introducing the Intelligence Add-on Intelligence Add-On FAQs Follow AI Updates* to stay up-to-date on all new AI functionality and enhancements*

Account Intelligence Demo 🎥

sugarclub.sugarai.com/.../DBAccountIntelligencev1.mov

Summarizing Account History in Seconds 🎥

www.youtube.com/watch

^ Return to top

Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence!	Developer Guide 25.1 Schema 25.1.0 Sugar 25.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.1 Developer Update Webinar Recap \| Recording \| Slides March '25 Open Round Table \| Recording \| Slides SugarCRM PHP REST Client Introduction \| Recap \| Recording \| Slides CRM Deduplication Techniques \| Recap \| Recording \| Slides October '24 - Open Round Table \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

Sugar Enterprise

Users & Administrators

Enterprise Highlights

These are just some of the new features and experiences available in Sugar Enterprise.
Keep reading below or see the Enterprise 25.1 Release Notes for more details!

Modern UI redesign, including color-coded navigation, a focused center pane, animation on menu selections, and an enhanced dark mode

Improved UI 🎥	Improved UI - Navigation	Improved UI - Global Search
sugarclub.sugarai.com/.../4604.25_5F00_1_5F00_UI_5F00_Modernizarion.mp4

Track account interactions with the new "Last Interaction" field

Last Interaction Field - List View	Last Interaction Field - Record View

Last Interaction Field - Demo 🎥	Last Interaction Field - Demo 🎥
sugarclub.sugarai.com/.../DBLastInteraction.mov	sugarclub.sugarai.com/.../SugarCRM-Last-Interaction-Field_2D00_VEED.mp4

Exclude duplicate report results with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results	Report Wizard with New Checkbox	Report Without Duplicates

Column sorting is now available when drilling through the Report dashlet

Sorting in Drill-Through Report Charts

Consistency in report chart coloring using the colors assigned to dropdown field values

Chart Color Consistency

Quote worksheet performance improvements for worksheets containing a large number of line items

Quote conversion rates can now be locked, preventing quotes from being affected if the conversion rates are updated

Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights

Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

sugarclub.sugarai.com/.../DBConnectMeetingDesign.mov

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links

sugarclub.sugarai.com/.../Sugar-Connect-Scheduler-Landing-Pages-Overview_2D00_VEED.mp4

SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts

Developer Information

Release Updates & Documentation
Sugar Enterprise 25.1 is Now Available Sugar Enterprise Release Notes 25.1 Sugar Enterprise Administration Guide Sugar Enterprise Application Guide Sugar 25.1 Supported Platforms	SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar Connect Updates Mobile App Updates Sugar Hint Updates
Blog Posts, Updates, & Events	Help Articles & Training
A Simpler, More Consistent Versioning Scheme for Sugar Products Big Changes Are Coming to Sugar This April — Here’s What It Means for You We Listened \| Moving to Semi-Annual Release Cadence Important Notice - End of Support for Sugar 13 Instances The Scoop Q4 2024: Fresh Coat of Paint “Hidden” Features Series: Making Round Robin Activities & Assignments in SugarBPM a Breeze Announcing SugarCRM's 14.1 Release: New Service Insights Reports and AI-Powered Summarization Features The Scoop Q3 2024: It’s Time for Generative AI "Hidden" Features Series: Search Capabilities in SugarCRM, a Comprehensive Guide Just “Role” With It: Sugar’s New Role-Specific Dashboards Provide Personalized Insights See all installments in the "Hidden Features" Series Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 25.1 (25.1) Understanding Sugar's Release Cadence Package Builder and Deployer Installing and Administering Elasticsearch Health Check Error: File System Maximum Path Length Exceeded Health Check Error: Use of Removed Zend Framework Component Health Check Error: Use of Deprecated Zend Framework Component Show Distinct Report Results in Sugar Integrating With Microsoft for End Users Integrating With Microsoft Connector for Admins Understanding Module Builder's Functions Introduction to Relationships and Relate Fields Understanding Relationship Creation Options Creating Dependent Dropdown Lists Migrating From SugarCloud to On-Site Configuring Your Navigation Bar Sample Doc Merge Templates Upgrade Your Learning Experience with New SugarU Course Bundles and a Special Offer Introducing Our New Course: Intermediate SugarBPM Introducing Our New Course: CRM for Beginners Unlocking SugarU: Essential Resources for Sugar Administrators Introducing Our New Course: Mastering Role-Based Dashboards in SugarCRM ICYMI: 'Getting to Know SugarBPM' webinar is now available On-demand Troubleshooting SugarCloud Storage Configuring IP Addresses, Ports, and Domains Troubleshooting Validation Errors and Warnings for Process Definitions Disabling vs Uninstalling Module Loader Packages Troubleshooting Outbound Email Using Command Line Troubleshooting Outbound Email Using Sugar Troubleshooting Outbound Email Using Sugar Logs More articles coming soon! Turn page notifications on* for this page April 2025 to be notified of updates regarding this release.* Join Sugar Documentation & Resources for more upcoming useful updates!

^ Return to top

Sugar Enterprise

Developers

Blog Posts & Updates	Developer Guides
Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence! Learn about SecureSmarty introduced in Sugar 14.1	Developer Guide 25.1 Schema 25.1.0 Sugar 25.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.1 Developer Update Webinar Recap \| Recording \| Slides March '25 Open Round Table \| Recording \| Slides SugarCRM PHP REST Client Introduction \| Recap \| Recording \| Slides CRM Deduplication Techniques \| Recap \| Recording \| Slides October '24 - Open Round Table \| Recording \| Slides Q4 '24 Developer Webinar \| Recording \| Slides Refactoring Outdated Code \| Recap \| Recording \| Slides UI Extension Framework Round Table \| Recording \| Slides Sugar Q3 2024 Developer Webinar \| Recording \| Slides Sugar UI Modernization \| Recording \| Slides Extension Framework Best Practices \| Recap \| Recording \| Slides Preparing for the Sugar Developer Specialist Exam \| Recap \| Recording \| Slides Sugar Mobile SDK Development \| Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

^ Return to top

sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 25.1 Release Notes for more details!

Connecting Insight to Activity 🎥
sugarclub.sugarai.com/.../Flexible-Enquiries-_2D00_-Connecting-Insight-to-Activity.mov
One-Click access to insights	New Enquiries	Guiding Sales

Sales-focused user interface
sales-i’s interface is purpose-built for sales teams, helping you stay focused and maximize every customer interaction

Intelligent Account Management 🎥	Seamless Experience Across All Devices
sugarclub.sugarai.com/.../Easy-to-use-crm-_2D00_-Intelligent-Account-Management.mov

Pre-built sales insights
Insights provide an invaluable collection of pre-built reports that answer common and impactful sales questions using your data

AI-powered recommendations
sales-i leverages AI to analyze your data and suggest potential sales opportunities

sugarclub.sugarai.com/.../Assisted-Selling-_1320_-Cross_2D00_sell-_2600_-Upsell-Opportunities.mov

Real-time sales alerts
Alerts let you create custom notifications based on your data, keeping sales reps informed of important changes in customer behavior

Built-in CRM
sales-i includes a built-in CRM that lets you collect and store customer data and interactions all in one place

SugarCRM integration
sales-i data insights can be displayed directly in SugarCRM

sugarclub.sugarai.com/.../sales_5F00_i_5F00_in_5F00_Sugar.mov

Product Updates	Release Notes & Product Guides
sales-i 25.1.0 has been released!	sales-i 25.1.0 Release Notes sales-i Documentation
Quick Videos	Training Sessions
sales-i 25: Enquiries Extras sales-i 25: The Full Picture Enquiry sales-i 25: The Sales vs Gaps Enquiry sales-i 25: The Matrix Enquiry sales-i 25: Introduction to Enquiries sales-i 25: The Variance Enquiry sales-i 25: A.I. and Posts sales-i 25: Enquiries in Accounts sales-i 25: Using Opportunities sales-i 25: Adding a Planned Interaction sales-i 25: Searching and Editing sales-i 25: Generating Interactions sales-i 25: Adding, Managing, and Merging Prospects sales-i 25: Introduction to General Accounts sales-i 25: Adding an Unplanned Call sales-i 25: Introduction to Interactions sales-i 25: Navigating the Home Screen sales-i 25: Introduction to the Home Screen More videos are coming soon! Turn page notifications on for sales-i Quick Videos to be notified of updates.	Live Learning - Creating Campaigns using Advanced Searches (Power Users and Team Leaders) 17 April 2025 2:00 PM (UK) (Missing Calendar Event) 17 April 2025 2:00 PM Central Time (US) Live Learning - Utilising our Campaigns through Enquiries, Google Maps and My Calls. 24 April 2025 2:00 PM (UK) Review previous session recordings in Webinar Recordings Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM!

^ Return to top

Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Zoom Webinar Support

Sugar Market is now integrated with SugarIdentity

SugarClub Release Updates	Release Notes & Guides
Sugar Market 25.4.0 has been released! Sugar Market 25.3.0 has been released! Sugar Market 25.2 has been released! Sugar Market 25.1 has been released! Sugar Market 24.17 has been released! Sugar Market 24.16 has been released! Sugar Market 24.15 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation
Training Sessions	Blog Posts & Help Articles
Join us for Sugar Market Academy! Sugar Market Academy Recordings in SugarU Sugar Market Academy 7 May 2025 10:00 AM Eastern Time (US & Canada) Sugar Market Academy 4 June 2025 10:00 AM Eastern Time (US & Canada) Sugar Market Academy 2 July 2025 10:00 AM Eastern Time (US & Canada) Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!	Everything You Need to Know About the New Form Builder! SugarCRM Connector for Sugar Market Creating Forms Join Sugar Documentation & Resources for more upcoming useful updates!

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Welcome to Release Central!

Alex Nassi — Tue, 15 Apr 2025 18:20:23 GMT

Revision 65 posted to Releases by Alex Nassi on 4/15/2025 6:20:23 PM

Welcome to Release Central!

Jump To A Release

April 2025

October 2024

April 2024

Release Archive

April 2025

Visit the April 2025 Page

Sugar Sell & Serve Enterprise sales-i Sugar Market

Join us on May 7 for a live look at this release!

October 2024

Visit the October 2024 Page

Sugar Sell & Serve Sugar Market

April 2024

Visit the April 2024 Release Central page to learn more about what is new in Sugar Sell and Serve, Sugar Enterprise, Sugar Market, and more! Choose the product you use with the buttons below to jump directly to the appropriate section

Visit the April 2024 Page

Sugar Sell & Serve Enterprise Sugar Market

Release Central Archive

October 2024 | July 2024 | April 2024 | Q1 2024

Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023

Q4 2022 | Q3 2022 | Q2 2022

Please visit Product Updates for information about releases prior to Q2 (April) 2022

April 2025

Alex Nassi — Tue, 15 Apr 2025 18:03:20 GMT

Revision 2 posted to Releases by Alex Nassi on 4/15/2025 6:03:20 PM

Choose an option below to see the important release information, especially for you!

Sugar Sell & Serve

Enterprise

sales-i

Sugar Market

Sugar Sell & Serve

Users & Administrators

Sell & Serve Highlights

These are just some of the new features and experiences available in Sugar Sell & Serve.
Keep reading below or see the Sell and Serve 25.1 Release Notes for more details!

Track account interactions with the new "Last Interaction" field

Last Interaction Field - List View	Last Interaction Field - Record View

Last Interaction Field - Demo 🎥	Last Interaction Field - Demo 🎥
sugarclub.sugarai.com/.../DBLastInteraction.mov	sugarclub.sugarai.com/.../SugarCRM-Last-Interaction-Field_2D00_VEED.mp4

Exclude duplicate report results with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results	Report Wizard with New Checkbox	Report Without Duplicates

Quote worksheet performance improvements for worksheets containing a large number of line items

Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights

Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

sugarclub.sugarai.com/.../DBConnectMeetingDesign.mov

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links

sugarclub.sugarai.com/.../Sugar-Connect-Scheduler-Landing-Pages-Overview_2D00_VEED.mp4

Enhanced Forecasting & Service Insights

Focus Drawers now open when drilling into charts or dashlets

Chart colors in Discover Dashlets have been updated for enhanced consistency between Discover and Sugar reports

SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts

Developer Information

Sugar Sell	Sugar Serve
Sugar Sell 25.1 is Live Sugar Sell Release Notes 25.1 AI Release Notes \| AI Guides \| More AI Information Sugar Sell Administration Guide Sugar Sell Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Discover Updates Sugar Hint Updates	Sugar Serve 25.1 is Live Sugar Serve Release Notes 25.1 AI Release Notes \| AI Guides \| More AI Information Sugar Serve Administration Guide Sugar Serve Application Guide SugarCloud Insights Release Notes \| SugarCloud Insights Guide SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar 25.1 Supported Platforms Sugar Connect Updates Mobile App Updates Sugar Hint Updates

News, Updates, & Events	Help Articles & Training
Live Webinar \| What's New in Sugar: Helping You Work Smarter, Sell Better, and Stay Ahead 7 May 2025 8am PDT \| 11am EDT \| 4pm BST What’s New in SugarCRM: Global Reach, Smarter Selling, and AI that Drives Results A Simpler, More Consistent Versioning Scheme for Sugar Products Big Changes Are Coming to Sugar This April — Here’s What It Means for You We Listened \| Moving to Semi-Annual Release Cadence Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 25.1 (25.1) Understanding Sugar's Release Cadence Package Builder and Deployer Show Distinct Report Results in Sugar Enhanced Forecasting: Dashboard Filters and Drill to Focus Drawer for Reports Integrating With Microsoft for End Users Integrating With Microsoft Connector for Admins Understanding Module Builder's Functions Introduction to Relationships and Relate Fields Understanding Relationship Creation Options Creating Dependent Dropdown Lists More articles are coming soon! Turn page notifications on* for this page, April 2025, to be notified of updates regarding this release.* Join Sugar Documentation & Resources for more upcoming useful updates!
AI Information & Updates
Release Updates Account Intelligence Dashlet & More AI Sentiment Field Documentation AI Intelligence: User Guide \| Administration Guide AI Summarization: User Guide \| Administration Guide AI Prediction: User Guide \| Administration Guide AI Release Notes	News & Updates Introducing the Intelligence Add-on Intelligence Add-On FAQs Follow AI Updates* to stay up-to-date on all new AI functionality and enhancements*

Account Intelligence Demo 🎥

sugarclub.sugarai.com/.../DBAccountIntelligencev1.mov

Summarizing Account History in Seconds 🎥

www.youtube.com/watch

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Sugar Sell & Serve

Developers

Blog Posts & Updates	Developer Guides
Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence!	Developer Guide 25.1 Schema 25.1.0 Sugar 25.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.1 Developer Update Webinar Recap \| Recording \| Slides March '25 Open Round Table \| Recording \| Slides SugarCRM PHP REST Client Introduction \| Recap \| Recording \| Slides CRM Deduplication Techniques \| Recap \| Recording \| Slides October '24 - Open Round Table \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

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Sugar Enterprise

Users & Administrators

Enterprise Highlights

These are just some of the new features and experiences available in Sugar Enterprise.
Keep reading below or see the Enterprise 25.1 Release Notes for more details!

Modern UI redesign, including color-coded navigation, a focused center pane, animation on menu selections, and an enhanced dark mode

Improved UI 🎥	Improved UI - Navigation	Improved UI - Global Search
sugarclub.sugarai.com/.../4604.25_5F00_1_5F00_UI_5F00_Modernizarion.mp4

Track account interactions with the new "Last Interaction" field

Last Interaction Field - List View	Last Interaction Field - Record View

Last Interaction Field - Demo 🎥	Last Interaction Field - Demo 🎥
sugarclub.sugarai.com/.../DBLastInteraction.mov	sugarclub.sugarai.com/.../SugarCRM-Last-Interaction-Field_2D00_VEED.mp4

Exclude duplicate report results with the new "Show distinct results" checkbox in Rows and Columns reports

Duplicate Report Results	Report Wizard with New Checkbox	Report Without Duplicates

Column sorting is now available when drilling through the Report dashlet

Sorting in Drill-Through Report Charts

Consistency in report chart coloring using the colors assigned to dropdown field values

Chart Color Consistency

Quote worksheet performance improvements for worksheets containing a large number of line items

Quote conversion rates can now be locked, preventing quotes from being affected if the conversion rates are updated

Contextual count in consoles when filtering on a metric tab in the Sales or Service Console

Filtered Console

Additional Highlights

Sugar Connect (Mail & Calendar Integration)

The Meeting Scheduler can now be customized with your styling & design choices

sugarclub.sugarai.com/.../DBConnectMeetingDesign.mov

Meeting Scheduler supports the assignment of event types, repetition, and the automatic addition of Zoom or Google Meet links

sugarclub.sugarai.com/.../Sugar-Connect-Scheduler-Landing-Pages-Overview_2D00_VEED.mp4

SugarCRM Mobile App

The Cloud Drive dashlet now supports the SharePoint integration

The Cloud Drive dashlet now allows users to send documents for signature via DocuSign directly from their connected Cloud Drive accounts

Developer Information

Release Updates & Documentation
Sugar Enterprise 25.1 is Now Available Sugar Enterprise Release Notes 25.1 Sugar Enterprise Administration Guide Sugar Enterprise Application Guide Sugar 25.1 Supported Platforms	SugarIdentity Release Notes \| SugarIdentity Guide Portal Deployment User Guide \| Portal User Guide Sugar Connect Updates Mobile App Updates Sugar Hint Updates
Blog Posts, Updates, & Events	Help Articles & Training
A Simpler, More Consistent Versioning Scheme for Sugar Products Big Changes Are Coming to Sugar This April — Here’s What It Means for You We Listened \| Moving to Semi-Annual Release Cadence Important Notice - End of Support for Sugar 13 Instances The Scoop Q4 2024: Fresh Coat of Paint “Hidden” Features Series: Making Round Robin Activities & Assignments in SugarBPM a Breeze Announcing SugarCRM's 14.1 Release: New Service Insights Reports and AI-Powered Summarization Features The Scoop Q3 2024: It’s Time for Generative AI "Hidden" Features Series: Search Capabilities in SugarCRM, a Comprehensive Guide Just “Role” With It: Sugar’s New Role-Specific Dashboards Provide Personalized Insights See all installments in the "Hidden Features" Series Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarU Live Training calendar, Developer Events, and more!	What to Expect When Upgrading to 25.1 (25.1) Understanding Sugar's Release Cadence Package Builder and Deployer Installing and Administering Elasticsearch Health Check Error: File System Maximum Path Length Exceeded Health Check Error: Use of Removed Zend Framework Component Health Check Error: Use of Deprecated Zend Framework Component Show Distinct Report Results in Sugar Integrating With Microsoft for End Users Integrating With Microsoft Connector for Admins Understanding Module Builder's Functions Introduction to Relationships and Relate Fields Understanding Relationship Creation Options Creating Dependent Dropdown Lists Migrating From SugarCloud to On-Site Configuring Your Navigation Bar Sample Doc Merge Templates Upgrade Your Learning Experience with New SugarU Course Bundles and a Special Offer Introducing Our New Course: Intermediate SugarBPM Introducing Our New Course: CRM for Beginners Unlocking SugarU: Essential Resources for Sugar Administrators Introducing Our New Course: Mastering Role-Based Dashboards in SugarCRM ICYMI: 'Getting to Know SugarBPM' webinar is now available On-demand Troubleshooting SugarCloud Storage Configuring IP Addresses, Ports, and Domains Troubleshooting Validation Errors and Warnings for Process Definitions Disabling vs Uninstalling Module Loader Packages Troubleshooting Outbound Email Using Command Line Troubleshooting Outbound Email Using Sugar Troubleshooting Outbound Email Using Sugar Logs More articles coming soon! Turn page notifications on* for this page April 2025 to be notified of updates regarding this release.* Join Sugar Documentation & Resources for more upcoming useful updates!

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Sugar Enterprise

Developers

Blog Posts & Updates	Developer Guides
Updates to our Release Version Convention that affects Module Loadable Packages MySQL8 Collation Conversion Made Easy: A Pre-Upgrade Guide for Sugar 25.1 Great News: We’re Moving to a Semi-Annual Release Cadence! Learn about SecureSmarty introduced in Sugar 14.1	Developer Guide 25.1 Schema 25.1.0 Sugar 25.1 Customization Guide Modern UI Technical Guide Mobile Developer Updates
Event Recaps
Sugar 25.1 Developer Update Webinar Recap \| Recording \| Slides March '25 Open Round Table \| Recording \| Slides SugarCRM PHP REST Client Introduction \| Recap \| Recording \| Slides CRM Deduplication Techniques \| Recap \| Recording \| Slides October '24 - Open Round Table \| Recording \| Slides Q4 '24 Developer Webinar \| Recording \| Slides Refactoring Outdated Code \| Recap \| Recording \| Slides UI Extension Framework Round Table \| Recording \| Slides Sugar Q3 2024 Developer Webinar \| Recording \| Slides Sugar UI Modernization \| Recording \| Slides Extension Framework Best Practices \| Recap \| Recording \| Slides Preparing for the Sugar Developer Specialist Exam \| Recap \| Recording \| Slides Sugar Mobile SDK Development \| Recap \| Recording \| Slides Subscribe to Developer Events to be notified of upcoming events and review All SugarCRM Events to also see the SugarClub Events, SugarU Live Training calendar, and more!

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sales-i

sales-i Highlights

These are just some of the new features and experiences available in Sugar sales-i.
Keep reading below or see the sales-i 25.1 Release Notes for more details!

Connecting Insight to Activity 🎥
sugarclub.sugarai.com/.../Flexible-Enquiries-_2D00_-Connecting-Insight-to-Activity.mov
One-Click access to insights	New Enquiries	Guiding Sales

Sales-focused user interface
sales-i’s interface is purpose-built for sales teams, helping you stay focused and maximize every customer interaction

Intelligent Account Management 🎥	Seamless Experience Across All Devices
sugarclub.sugarai.com/.../Easy-to-use-crm-_2D00_-Intelligent-Account-Management.mov

Pre-built sales insights
Insights provide an invaluable collection of pre-built reports that answer common and impactful sales questions using your data

AI-powered recommendations
sales-i leverages AI to analyze your data and suggest potential sales opportunities

sugarclub.sugarai.com/.../Assisted-Selling-_1320_-Cross_2D00_sell-_2600_-Upsell-Opportunities.mov

Real-time sales alerts
Alerts let you create custom notifications based on your data, keeping sales reps informed of important changes in customer behavior

Built-in CRM
sales-i includes a built-in CRM that lets you collect and store customer data and interactions all in one place

SugarCRM integration
sales-i data insights can be displayed directly in SugarCRM

sugarclub.sugarai.com/.../sales_5F00_i_5F00_in_5F00_Sugar.mov

Product Updates	Release Notes & Product Guides
sales-i 25.1.0 has been released!	sales-i 25.1.0 Release Notes sales-i Documentation
Quick Videos	Training Sessions
sales-i 25: Enquiries Extras sales-i 25: The Full Picture Enquiry sales-i 25: The Sales vs Gaps Enquiry sales-i 25: The Matrix Enquiry sales-i 25: Introduction to Enquiries sales-i 25: The Variance Enquiry sales-i 25: A.I. and Posts sales-i 25: Enquiries in Accounts sales-i 25: Using Opportunities sales-i 25: Adding a Planned Interaction sales-i 25: Searching and Editing sales-i 25: Generating Interactions sales-i 25: Adding, Managing, and Merging Prospects sales-i 25: Introduction to General Accounts sales-i 25: Adding an Unplanned Call sales-i 25: Introduction to Interactions sales-i 25: Navigating the Home Screen sales-i 25: Introduction to the Home Screen More videos are coming soon! Turn page notifications on for sales-i Quick Videos to be notified of updates.	Live Learning - Creating Campaigns using Advanced Searches (Power Users and Team Leaders) 17 April 2025 2:00 PM (UK) (Missing Calendar Event) 17 April 2025 2:00 PM Central Time (US) Live Learning - Utilising our Campaigns through Enquiries, Google Maps and My Calls. 24 April 2025 2:00 PM (UK) Review previous session recordings in Webinar Recordings Subscribe to sales-i Events to be notified of upcoming events and review All SugarCRM Events to see more from SugarCRM!

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Sugar Market

Sugar Market Highlights

These are just some of the new features and experiences available in Sugar Market.
See the Sugar Market Release Notes for more details!

Zoom Webinar Support

Sugar Market is now integrated with SugarIdentity

SugarClub Release Updates	Release Notes & Guides
Sugar Market 25.4.0 has been released! Sugar Market 25.3.0 has been released! Sugar Market 25.2 has been released! Sugar Market 25.1 has been released! Sugar Market 24.17 has been released! Sugar Market 24.16 has been released! Sugar Market 24.15 has been released!	Sugar Market Release Notes Sugar Market User Guide SugarIdentity Guide Sugar Market Integration Guide Supported Platforms REST API Documentation
Training Sessions	Blog Posts & Help Articles
Join us for Sugar Market Academy! Sugar Market Academy Recordings in SugarU Sugar Market Academy 7 May 2025 10:00 AM Eastern Time (US & Canada) Sugar Market Academy 4 June 2025 10:00 AM Eastern Time (US & Canada) Sugar Market Academy 2 July 2025 10:00 AM Eastern Time (US & Canada) Subscribe to SugarClub Events to be notified of upcoming events and review All SugarCRM Events to see the SugarU Live Training calendar, Developer Events, and more!	Everything You Need to Know About the New Form Builder! SugarCRM Connector for Sugar Market Creating Forms Join Sugar Documentation & Resources for more upcoming useful updates!

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About Release Central

Alex Nassi — Tue, 15 Apr 2025 05:03:28 GMT

Revision 5 posted to Releases by Alex Nassi on 4/15/2025 5:03:28 AM

What is Release Central?	Release Central is your place to find all of the most important information to prepare for updates across the entire Sugar platform in one central place – right here in SugarClub! Easily access new blogs and updates, events, videos, release announcements, and more, across recent, current, and upcoming releases.
How do I stay informed?	This page will be updated in April and October to reflect the months when there had been a Sugar Sell and Serve release. Click the "Turn Page notifications on" button at the top of the Release Central homepage to be notified when a new Release Central page is available Go to the monthly page(s) you are interested in and click "Turn Page notifications on" again for that specific page. You will receive notifications per your SugarClub user settings. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
What if I want notifications as soon as possible, not semi-annually?	Product Updates allows you to receive notifications, separated by product, for all Sugar releases to keep you informed of updates. Click the orange banner on the bottom of Product Updates to be notified of ALL updates added to that group Viewing a specific product's update section (blog) allows you to choose specific products, such as Sugar Market Updates, Sugar Sell Updates, Sugar Serve Updates, or Sugar Enterprise Updates. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
When will I be upgraded?	Upgrades vary by Sugar product, as well as your organization's hosting decisions. Sugar Sell, Sugar Serve, and Enterprise all follow a semi-annual and annual release cadence, detailed here . Sugar Market is hosted by SugarCRM and receives periodic updates. Please subscribe to Sugar Market Updates or review the Sugar Market Release Notes for details. For more information specific to your organization, please contact the SugarCRM support team for assistance.

April 2025

Alex Nassi — Tue, 08 Apr 2025 20:39:00 GMT

Revision 1 posted to Releases by Alex Nassi on 4/8/2025 8:39:00 PM

More information coming soon! Subscribe to this page to receive updates!

About Release Central

Alex Nassi — Tue, 15 Oct 2024 17:34:45 GMT

Revision 4 posted to Releases by Alex Nassi on 10/15/2024 5:34:45 PM

What is Release Central?	Release Central is your place to find all of the most important information to prepare for updates across the entire Sugar platform in one central place – right here in SugarClub! Easily access new blogs and updates, events, videos, release announcements, and more, across recent, current, and upcoming releases.
How do I stay informed?	This page will be updated in April and October to reflect the months when there had been a Sugar Sell and Serve release. Click the "Turn Page notifications on" button at the top of the Release Central homepage to be notified when a new Release Central page is available Go to the monthly page(s) you are interested in and click "Turn Page notifications on" again for that specific page. You will receive notifications per your SugarClub user settings. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
What if I want notifications as soon as possible, not every quarter?	Product Updates allows you to receive notifications, separated by product, for all Sugar releases to keep you informed of updates. Click the orange banner on the bottom of Product Updates to be notified of ALL updates added to that group Viewing a specific product's update section (blog) allows you to choose specific products, such as Sugar Market Updates, Sugar Sell Updates, Sugar Serve Updates, or Sugar Enterprise Updates. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
When will I be upgraded?	Upgrades vary by Sugar product, as well as your organization's hosting decisions. Sugar Sell, Sugar Serve, and Enterprise all follow a quarterly and annual release cadence, detailed here. Sugar Market is hosted by SugarCRM and receives periodic updates. Please subscribe to Sugar Market Updates or review the Sugar Market Release Notes for details. For more information specific to your organization, please contact the SugarCRM support team for assistance.

About Release Central

Alex Nassi — Tue, 15 Oct 2024 17:32:58 GMT

Revision 3 posted to Releases by Alex Nassi on 10/15/2024 5:32:58 PM

What is Release Central?	Release Central is your place to find all of the most important information to prepare for updates across the entire Sugar platform in one central place – right here in SugarClub! Easily access new blogs and updates, events, videos, release announcements, and more, across recent, current, and upcoming releases.
How do I stay informed?	This page will be updated in April and October to reflect the months when there had been a Sugar Sell and Serve release. Click the "Turn Page notifications on" button at the top of the Release Central homepage to be notified when a new Release Central page is available Go to the monthly page(s) you are interested in and click "Turn Page notifications on" again for that specific page. You will receive notifications per your SugarClub user settings. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
What if I want notifications as soon as possible, not every quarter?	Product Updates allows you to receive notifications, separated by product, for all Sugar releases to keep you informed of updates. Click the orange banner on the bottom of Product Updates to be notified of ALL updates added to that group Viewing a specific product's update section (blog) allows you to choose specific products, such as Sugar Market Updates, Sugar Sell Updates, Sugar Serve Updates, or Sugar Enterprise Updates. Please note: You must be logged in to SugarClub to receive notifications. Learn more about registering and logging in.
When will I be upgraded?	Upgrades vary by Sugar product, as well as your organization's hosting decisions. Sugar Sell, Sugar Serve, and Enterprise all follow a quarterly and annual release cadence, detailed here. Sugar Market is hosted by SugarCRM and receives periodic updates. Please subscribe to Sugar Market Updates or review the Sugar Market Release Notes for details. For more information specific to your organization, please contact the SugarCRM support team for assistance.