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October 10, 2018 Business Technologies

CRM News: What’s New in the SugarCRM Fall ’18 Release?

By Sarah Reed

Over the past few months SugarCRM has been working on new product functionality that enhances the usability and utility of the core Sugar application. These key features are now available in the SugarCRM Fall ’18 release and, per SugarCRM, are designed to provide accelerated delivery of new innovations for cloud customers, as well as heightened levels of predictability for Sugar updates.

So, what can you expect in the SugarCRM Fall ’18 release? Sugar’s Co-founder and CMO, Clint Oram highlights what’s new, including:

  • Quotes Module User Interface Configurations – Administrators can configure the available fields and their order for quotes worksheets, generating clear, comprehensive, and accurate quotes for prospects and customers.
  • Data Visualization in Reports – Users may now select Grouped Vertical Bar and Grouped Horizontal Bar charts as new options for visualizing reports to provide easier data analysis.
  • Revenue Line Items in Preferred Currencies – Users now have the ability to add revenue line items from the product catalog using their preferred currency instead of the product catalog item’s currency by enabling the Create Revenue Line Items in Preferred Currency option in their user profile.
  • Advanced Workflow Recipient Lists – The recipient list for Advanced Workflow process email templates may include email addresses from any module related to the target record as well as recipients related to the related modules, enabling you to reach a wider and more selective set of recipients. Note:
    Advanced Workflow features are only available in Enterprise and Ultimate Edition.

Watch this short video for all the details.

Interested in learning more about SugarCRM’s latest functionality and how it can benefit your organization? Contact us – we’d be happy to walk you through the latest enhancements and upgrades and the direct impact to your business.

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Sarah Reed

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Sarah Reed

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