This document summarizes the key updates in SugarCRM's upgraded version 7.2, including an updated user interface, new features, and additional resources. The user interface was updated with a "sidecar" approach for most standard modules, while some legacy modules kept the previous interface. New features include activity streams, line item sales tracking, forecasting enhancements, intelligence panels, a mobile app, and improved help/tour functions. The document also outlines the upgrade process and directs users to additional training resources to help with adoption of Sugar 7.2.
4. Sidecar vs. Legacy Modules
Sidecar Modules
(New User Interface in Sugar 7)
• Accounts
• Bugs
• Cases
• Contacts
• Forecasts
• Home
• Leads
• Notes
• Opportunities
• Quoted Line Items
• Revenue Line Items (New Module)
• Targets
• Target Lists
• Tasks
Legacy Module
(User Interface Carried Over from Sugar 6)
• Calendar
• Calls
• Campaigns
• Contracts
• Documents
• Emails
• Knowledge Base
• Meetings
• Quotes
• Reports
5. Custom Modules
Not Created in Module Builder
• Custom modules installed
in your Sugar instance
that were not created in
Module Builder will use
the Legacy user
interface upon upgrade.
Created in Module Builder
• Custom modules that
were created in Module
Builder and deployed in
your instance will utilize
the Sidecar user
interface upon upgrade.
7. What’s Different
• User Experience Enhancements
• Activity Streams and Social Collaboration
Platform
• Line Items Sales Opportunity Tracking
• Forecasting Enhancements
• Intelligence Panel
• SugarCRM Mobile App
• Revamped Tours and New Help
33. New SugarCRM Mobile App
SugarCRM Mobile App is now
available for download on the App
Store and Google play.
Note: Sugar Mobile Plus is not
supported in Sugar 7 and will not
function with instances upgrading
from v. 6.x to v. 7.2.
38. Additional Resources
• Documentation & Release Notes – Reviews the
Feature Enhancements, Known Issues, Fixed
Issues, Additional Product Information and
Support Platforms
• Training Video/Weekly Webinars – updated to
Sugar 7 on a variety of topics
• Knowledge Base Articles
• Learn more about Sugar UX demo video
39. Recap
• Updated User Interface
• What’s New and Different in Sugar 7
• Sugar 7.2 On-Demand Upgrade Process
• Additional Resources