SugarCRM has more potential than you might be tapping into.
If you’ve ever lost time digging through records, wished your dropdowns were clearer, wondered when a scheduler is actually running, or struggled to see how opportunities are changing over time — you’re not alone.
Many teams use SugarCRM every day but still feel like they’re working around the system instead of with it.
The truth is, a handful of simple updates and configuration tweaks can dramatically improve visibility, speed up everyday tasks, and make the whole platform feel more intuitive for your users.
That’s exactly what this session covers. In this 30-minute “Ask Us Anything”, Emma Haines and Trevor Rogerson walk through the latest SugarCRM 25.2 updates and answer real questions from customers on how to make the platform work harder for their business.
This session focuses on small but powerful improvements that help teams work faster and with less friction, including:
▪️ Cleaner, quicker updates from dashboards
Make changes directly from list-style dashlets instead of drilling into every record.
▪️ Better meeting follow-up in Sugar
Store call recordings, links and summaries where your team already works, so context doesn’t get lost in email threads.
▪️ Clearer visibility on scheduled jobs
A refreshed scheduler view makes it much easier to understand what’s running and when, helping you spot issues before they affect users.
▪️ More intuitive, colour-coded fields
Updated dropdown controls let you tidy up option lists and add visual cues, making key information quicker to scan and act on.
Here are five practical takeaways you can bring into your own SugarCRM instance:
Tidy and colour-code a key dropdown
Use formatting to make important values (like industry, priority or status) stand out and be easier to scan.
Add three meeting fields to every key client call
Use recording URL, summary and transcript fields so anyone can quickly catch up on what was discussed.
Review your scheduler with the new view
Use the improved scheduler interface to confirm critical jobs are running when you expect them to.
Set up a simple “Closed Won” alert
Trigger an email to the right internal team when an opportunity is marked Closed Won, helping handovers run more smoothly.
Create or refine a booking link with SugarConnect
Let customers and prospects book time with you directly, with rules that suit your schedule and workload.
By watching the full session, you’ll:
✅ Get a concise, real-world overview of key changes in SugarCRM 25.2.
✅ See practical configuration examples you can adapt to your own setup.
✅ Pick up simple automation ideas that don’t require a major project.
✅ Discover ways to improve adoption and usability for both users and managers.
✅ Hear live Q&A from other Sugar customers, including questions you may have had yourself.
It’s a quick, low-effort way to spark new ideas for how you use Sugar in 2026.
Click below to watch the full session and follow along with the demos, tips and Q&A.
