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October 9, 2014 Business Technologies

5 Tips Upgrading SugarCRM Version 6.5 to 7

Sonja Fridell wearing a blue blouse and a dainty necklace.
By Sonja Fridell

Looking to become a candidate to upgrade SugarCRM version 6.5 to 7? Be sure to follow these tips to ensure a successful upgrade. BrainSell is a Platinum Partner of SugarCRM and implements, migrates and updates data from all versions of Sugar.

Sugar6.5to7

Upgrading SugarCRM from version 6.5 to 7 is a golden opportunity to utilize some of the new features and capabilities of Sugar version 7. If you have a complex implementation of Sugar 6.5, you may want to consider cleaning up your customizations and data so you can have an easier time getting into 7.2.

Tips to Upgrade Sugar Version 6.5 to 7:

1. You cannot go from a version lower than 6.5 to 7 without upgrading to 6.5 first – 

You must upgrade sequentially when upgrading Sugar to another version. Each version contains it’s own unique patches that should be implemented in order.

2. Contact BrainSell before you contact Sugar Support –

When you upgrade, BrainSell will put you under the “Sorter Hat” tool. Once you get put through the Sorter Hat tool, we can determine if you are indeed a candidate to upgrade, and if not, why. An example of modules that may delay you from becoming a candidate would be the “Projects” module last seen in Sugar 6.5. If you had been using and collecting data in the Projects module, we at BrainSell would install the module separately.

3. Cleaning up Your Customizations – 

Cleaning up your customizations helps out big time when becoming an upgrade candidate. These types of customizations could be technical or could be functional, it all depends on your instance. In addition, any data in customized modules must be cleaned up or installed separately before upgrading to Sugar 7.

4. Find out new ways to use Sugar 7 during your upgrade – 

You are going to get the most value from an upgrade by identifying the new ways to use Sugar and install the correct modules to complete your new instance. Some examples of Sugar 7’s new functionality are within their new info pane, the new inline editing feature, as well as enhanced dashboarding.

5. Don’t feel alone when you upgrade – 

Be sure to work with a certified consultant when you look to become a Sugar 7 upgrade candidate. Contact BrainSell today and talk to one of our certified Sugar reps.

UpgradeSugar6_5

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