SugarCRM 6.6 Features and Review

Sugar continues to meet and exceed expectations. They promise a lot – and, with few exceptions, they deliver. Sugar 6.6 is just another example. Below are the list of features to pay attention to in SugarCRM 6.6.

Speed Improvements

Each version of Sugar brings more speed increases. Users will reap the benefits with this new version too! Sugar has built on the AJAX UI which was first introduced in SugarCRM 6.3 and made it faster and even more responsive. This is a precursor for SugarCRM 7.0 which will be HTML5 based JQuery interface using CCS3.

Improved SugarCRM Customer Portal

You may or may not be aware that each Enterprise edition SugarCRM comes with its own Customer Portal.  The new SugarCRM user interface for the Portal is modern and fits right in with what one might expect from a cloud software. Those that love Facebook and Linked In will be loving Sugar 6.6 as well. You can now configure your logo and your color scheme right within Sugar – no need to pay a web developer a penny. You can now also import new registered portal users as inside leads. There are now more options for users, including internationalization.

SugarCRM Global Full Text Search now includes the Customer Portal

In the past, Global Full Text Search functioned for the standard entities. But now this full text search in Sugar can also include the documents that have been uploaded via the Customer Portal. Very Cool indeed!

Customer Profile Management

In version 6.6, the Customer Profile provides Advanced management options such as being able to view only your team’s records.

Improved PDF Template Editor in SugarCRM

Now with Sugar’s improved PDF Template Editor, users can create PDFs system-wide with a WYSIWYG editor – this includes quotes, accounts, opportunitess, etc…. Thus you can use this new functionality for anything that you’d like to create a PDF report for.

User can also now assign PDF templates to teams. Users can now easily define multiple PDF quote templates that are accessible only to sales employees dedicated to specific regions, offices, product groups, etc. Thus Sugar’s security now covers this feature too!

Also,there is now a Sugar PDF Manager module where PDF templates are stored. Think of this as pre-documents.

Improved Creation of Meetings and Call Records

In Sugar 6.6, users have two new options:

You can create recurring meetings and calls from modules, rather than just from the calendar.

Secondly, you can search for Contact and Lead invitees by Account.

Global Search Full System Indexing Notifications

Admins are now notified when such a search is complete.

Spell Check available in TinyMCE Editor

This new spell check applies to creation of all HTML messages and templates. This editor is also used for email compose.