Sugar Enterprise RC4 Release Notes



This document describes the functionality available in Sugar®

Sugar is available for both on-demand (Sugar-hosted SaaS) and on-site deployments.

Feature Enhancements

Feature enhancements in release include the following. To view new features added for versions through, please refer to the Sugar Enterprise Release Notes.


  • Calls and Meetings user interface : Calls and Meetings now use the improved Sidecar framework.
  • Sugar Process Author : Sugar Process Author allows administrators to design and build business process workflows using an intuitive, drag-and-drop interface directly within the Sugar application.
  • Optional Revenue Line Items module : Administrators may now choose to enable Opportunities with Revenue Line Items or use Opportunities only via Admin > Opportunities.
  • Role-based record views : Administrators now have the ability to restrict a user’s Record View layout (for Sidecar modules) by role via Admin > Studio.
  • Role-based dropdown options : Administrators have the ability to control the dropdown options available to users when creating or editing a record in Sidecar modules via Admin > Dropdown Editor.
  • Column resizing : Column sizes for list views and subpanels may now be set by administrators. End users may adjust the admin-specified column sizes on list views, subpanels, etc. by expanding and collapsing the list view columns. Sugar will render the user’s preferred column size across sessions until the user removes or resets the relevant browser cookies.
  • Arabic language support : Users may now choose Arabic as their preferred language in Sugar. The user interface will automatically adjust to right-to-left mode.
  • Chart dashlet configuration options : The chart dashlet now has various configuration options (e.g. Chart type, Value placement, etc.) available to allow users to customize their chart dashlets based on their viewing preference.
  • RSS Feed dashlet : RSS Feed dashlets are now available to display external RSS feeds on dashboards and intelligence panes.
  • Date field filters : Date fields (e.g. Date Created) can now be filtered based on Today, Yesterday, and Tomorrow values.
  • Flex Relate field filters : Flex relate fields are now available when creating search filters in Sidecar modules.
  • First Day of Week setting : The first day of week setting in user preferences is now respected by calendar pickers in Sidecar modules.
  • Health check : All upgrades to 7.6 will have a health check performed to ensure that the Sugar instance is suitable for upgrade.
  • Manufacturers module available in reports : The Manufacturers module is now available on the Reports module.
  • Opportunity and revenue line item create : Instances with Revenue Line Items enabled can now create opportunities and revenue line items simultaneously.
  • Additional schedulers added : The “Remove diagnostic tool files”, “Remove temporary files”, and “Remove temporary PDF files” schedulers are now available via Admin > Schedulers.
  • Rebuild Sidecar Files repair : The Rebuild Sidecar Files repair option is now available via Admin > Repair.
  • D&B pagination support : The D&B “Import and Enrich” and “Contact Information” dashlets now support pagination.
  • IPO Date filter criteria added to D&B Build a List : The IPO Date field is now available as a filter criteria in the D&B IPO Data panel.
  • Bulk import accounts for D&B Build A List : D&B Build A List for Accounts now allows multiple companies to be imported into Sugar at once.

Known Issues

The following are known issues in version

  • 65229 : The Forecast field of revenue line item records is not automatically updated based on the ranges specified in Admin > Forecast.
  • 65527 : The SugarCRM® cube icon is used as the system-wide favicon even when “Display module icon as favicon” is enabled in Admin > System Settings.
  • 65647 : Users will not see updates to their avatar images without first logging out and back in to Sugar.
  • 65674 : Selecting an item from the Recently Viewed list under the module tab does not correctly update the list to include the selected record.
  • 66209 : Help text is not being displayed.
  • 66520 : Notes may not be edited directly from the Contracts module’s Notes subpanel.
  • 66521 : Likely, Best, and Worst amounts have a value of zero rather than being automatically calculated when a revenue line item is created through a workflow.
  • 66573 : More than one user attempting to merge records simultaneously results in errors.
  • 66580 : List view loads may experience performance issues as quantity of records loaded increases.
  • 66826 : Numerical fields such as Bug Number may not be used with type ahead functionality to generate a list of potential matches when relating records.
  • 67294 : Resetting the forecast time period does not set the current time period correctly and causes various issues in the application.
  • 67445 : Multiple panels cannot be added as expected to the Record View layout in Studio.
  • 68095 : Text provided for Campaign Tracker URLs is unexpectedly shortened after the first 30 characters.
  • 68245 : Calendar dashlet may be missing from Legacy dashboard after upgrading to 7.2.0.
  • 68426 : New panels added to the Record View layout in Studio do not display the panel options (Display Type, Collapse?) until the layout is saved in Studio.
  • 68440 : Quick creating (e.g. Leads, Contacts, etc.) via the Emails dashlet on the Legacy dashboard opens up the legacy create view instead of the sidecar record view.
  • 68461 : Searching by non-primary email addresses in the module’s list view (e.g. Accounts) does not pull up results as expected.
  • 68464 : Changes made to record view layouts via studio are not reflected when quick creating records until after the full creation view is used.
  • 68975 : Changing the order of subpanels via Admin > Display Modules and Subpanels does not preserve the order upon save.
  • 68979 : Changing the currency of a quote multiple times may introduce rounding errors to the line item price fields.
  • 69391 : Changes made to module names via Admin > Rename Modules are not reflected on list views columns for modules which relate to the affected module. The column names may be corrected individually by modifying each listview’s column labels via Studio.
  • 69508 : Relating a new record via the Legacy module subpanel (e.g. Calls) in a module’s record view (e.g. Leads) causes the Next and Previous buttons to no longer appear in the record view. Navigating back to the list view and selecting a record will correct the issue by restoring the buttons again in the record view.
  • 70106 : The Skype icon does not appear next to the phone number as expected when the SkypeOut integration is enabled.
  • 70124 : Studio’s formula builder displays several undesired functions (getListWhere, isForecastClosed, isForecastClosedWon, and isForecastClosedLost).
  • 70553 : Disabling export via Admin > Locale does not remove the Export option as expected from the list view.
  • 70601 : Custom HTML files including javascript may not render correctly after upgrade to
  • 70619 : The Cases module search does not support searching for a comma-separated list of case numbers. To specify a list of cases, create a filter using the “is any of” operator.
  • 70748 : The target list’s Total Entries field does not display the correct count based on the number of related target list records. Reloading the web browser will resolve the issue and display the correct count.
  • 70751 : Modules set as disabled in Sugar continue to improperly appear in the Sugar portal. Administrators can disable the modules via roles in Sugar portal, which should resolve the issue.
  • 71446 : For opportunities and revenue line items, changes made to labels via Studio > {Module Name} > Labels do not affect list view labels. Make changes to labels via Studio > {Module Name} > Layouts > List View to modify list view layouts.
  • 71621 : Dependent fields are not visible to users with a role set to “None” for the parent field.
  • 71807 : Studio layouts appear in reverse order when right-to-left themes are enabled.
  • 71808 : Merging a record that contains the Global team results in the user being unable to select or deselect the Global team.
  • 71809 : Search filters do not allow the selection of blank dropdown options.
  • 71810 : Portal API Users incorrectly appear in active users lists for filters.
  • 72098 : Clicking the “Restore Default” button in Admin > Studio automatically saves and displays the out-of-the-box default layout despite not saving the change in Studio.
  • 72290 : Performing multiple edit and save actions on the Revenue Line Items subpanel for fields using Sugar Logic, may cause the Resolve Conflict drawer to open unexpectedly.
  • 72326 : Restricting dropdown options (e.g. moduleListSingular) via Admin > Dropdown Editor applies to Process Author modules which may result in unexpected behavior.
  • 72357 : Alert message displays when completing the installation of Sugar using IE browser (9, 11). Clicking the Retry button in the dialog box will open Sugar accordingly.
  • 72881 : Entering “0” in the Best and Worst fields for the revenue line item do not save the value as expected. As a workaround, enter “0.00” into these currency fields and the value will save properly.
  • 72882 : When accessing Sugar using Internet Explorer, the date picker does not display properly and disappears when using the scroll bar on the page. As a workaround, scrolling with your mouse or trackpad will display the calendar picker properly.
  • 72884 : When filtering on currency fields (e.g. Likely) for revenue line items and opportunities, performing a search does not return results as expected when based on the user’s preferred currency.
  • 72887 : Customizing a role-list while creating a custom DropDown field in Studio causes the new field to not be saved. As a workaround, create and save the new field before making changes to any role-lists.
  • 72897 : Users assigned a role with access type set to “Admin” for a Sugar module will improperly have access to certain Process Author modules. As a workaround, manually disable access to the appropriate Process Author modules for the user’s assigned role.
  • 72898 : Parent Type and Parent Name fields are displayed as available fields for process definition conditions even though conditions do not support relate fields. The inclusion of either of these fields in an evaluation will return zero results.
  • 72900 : Legacy modules do not respect read-only or required field specifications when configured inside a process definition.
  • 72903 : The Save button on the Visual Design toolbar of a process definition does not consistently assume an inactive state to indicate that recent changes have been saved.
  • 72905 : Fields configured as read-only during a process definition’s Approve/Reject activity may not be respected as read-only.
  • 72906 : Non-admin users who have developer-level role access to Sugar modules do not have access to the Process Author panel on the Administration screen. These users may navigate to Process Management via the Processes module tab menu.
  • 73372 : During process execution, the process user can edit the Assigned To field but it will not be saved. The process user should instead use the “Change Assigned To User” option in the target record’s actions menu. This option must have been enabled by the administrator in the process definition’s design.
  • 73373 : “Copy”, “Find Duplicates”, and “Merge Duplicates” do not function properly for Process Definitions and Process Business Rules.
  • 73374 : Process notes created during “Select New Process User” are not saved.
  • 73375 : The Processes module’s Select New Process User drawer displays incorrect dates and field labels.
  • 73376 : Process business rule conclusions are not processed successfully when return value type is a field value.
  • 73377 : Process definition start event criteria are not respected when “Date Created” or “Date Modified” are evaluated fields.
  • 73378 : “[Object Object]” is displayed as an available field in the Process Business Rules Builder for the Accounts, Contacts, and Targets modules.
  • 73379 : Process Author dashlets do not automatically refresh when toggling between tabs within the dashlet.
  • 73380 : The Processes module tab incorrectly allows access to completed activity forms via the Recently Viewed and Favorites menus. The ability to re-execute these forms is restricted.
  • 73381 : The check mark is not retained in the user interface when the Change Record Owner or Reassign Activity checkboxes are enabled on a process definition’s form activity. Despite this, the functions will continue to work as expected.
  • 73382 : The Processes list view does not display multiple activities with the same Process ID when parallel activities exist.
  • 73383 : Approve/Reject form activities cannot be used in process definitions when the target module is set to “Knowledge Base”.
  • 73384 : Add Related Record actions cannot be used in process definitions when the target module is set to “Revenue Line Items”.
  • 73385 : If an active process definition’s Name field is edited, the Process Management list view will not reflect this change for existing line items. Processes or process activities that are triggered after the edit occurs will reflect the new name.
  • 73386 : Users with an inactive user status incorrectly appear in Assigned User dropdowns for Process Author modules.
  • 73387 : The Accounts module’s Employees field displays as “[object Object]” in the Process Business Rules available fields list. To use the Employees field in an Accounts-based business rule, select “[object Object]” from the dropdown list.
  • 73388 : Filters are not respected in the My Processes list view, however the Process Management list view can be successfully filtered.
  • 73390 : Legacy modules may exhibit behavioral limitations when targeted for a process form activity.
  • 73391 : Process activities related to a lead or contact record cause the Suffix, First Name, and Last Name fields to display on separate rows on the form execution screen.
  • 73394 : Using multiple Start Events in a process definition may not always behave as expected.
  • 73395 : Calculated fields are unexpectedly displayed in field-selector dropdowns for Process Author modules. Process Author restricts the use of calculated fields for security purposes.

Fixed Issues

The following issues have been resolved in version

  • 70900 : Dependent fields in the module containing a Related () function causes the module list view’s checkbox selection and Mass Actions menu to not work as expected.
  • 72624 : ReadOnly dependencies are not respected properly on the List View layout for custom modules.

For more information on a bug or to provide feedback, use the SugarCRM Bug Tracker located at To view the complete list of bugs fixed in this specific release, run a search using “” in the Targeted In Release field. Look for the bugs marked “Fixed” in the Resolution field.

Additional Product Information

Sugar does not include support for the following pieces of functionality:

  • Offline Client is not supported in Sugar 7.
  • Customizations to add iframes are fully deprecated and not supported in Sugar 7.
  • Use of fieldset-with-labels fields is deprecated in 7.5 and will be removed in 7.6.
  • Sugar Mobile Plus is not supported in in Sugar 7.

Supported Platforms

For information on supported platform components, see Sugar 7.6.x Supported Platforms.