{"id":5556,"date":"2019-03-03T04:07:38","date_gmt":"2019-03-03T04:07:38","guid":{"rendered":"https:\/\/tst-blog.myenterprise.in\/?p=5556"},"modified":"2025-01-14T09:09:09","modified_gmt":"2025-01-14T09:09:09","slug":"sugar-8-0-review-on-premise-version-dec-2018","status":"publish","type":"post","link":"https:\/\/www.bhea.com\/blog\/sugar-8-0-review-on-premise-version-dec-2018\/","title":{"rendered":"Sugar 8.0 Review On Premise Version Dec 2018"},"content":{"rendered":"<p class=\"has-drop-cap is-cnvs-dropcap-bg-light\">SugarCRM releases its major update for On-Premise customers, making most features previously available only for On-Demand users finally accessible to them. Now SugarCRM 8.x is the feature rich on premise version.<\/p>\n\n\n<h2 id=\"sugarcrm-8-x-new-features\" class=\"wp-block-heading\">SugarCRM 8.x New Features<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This version releases 5 new features:<\/p>\n\n\n\n<ol class=\"wp-block-list is-style-cnvs-list-styled\">\n<li>Modern Look and Feel<\/li>\n\n\n\n<li>GDPR Support and Data Privacy Management<\/li>\n\n\n\n<li>Reports and Charts and actionable Drill through Charts<\/li>\n\n\n\n<li>Product Catalogue Dashlet Feature<\/li>\n\n\n\n<li>Advanced Workflow Enhancements in Enterprise Edition<\/li>\n<\/ol>\n\n\n\n<h3 id=\"modern-look-and-feel-with-new-sugar-ux\" class=\"wp-block-heading is-style-cnvs-heading-numbered\">Modern Look and Feel with New Sugar UX<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Traditionally <strong>SugarCRM\u2019s major selling point<\/strong> is its UI. <strong>SugarCRM<\/strong> does extensive end user testing for bringing <strong>new UX changes year after year.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sugar 8 comes <\/strong>with a new sleek and modern looking UI with elegant color scheme and predominantly white background. The old grey shade has been take off to make it white background. The UI changes makes it similar to tab and mobile UI thus having a uniform look and feel among desktop, mobile and tab.<\/p>\n\n\n\n<h3 id=\"gdpr-support-and-data-privacy-management\" class=\"wp-block-heading is-style-cnvs-heading-numbered\">GDPR Support and Data Privacy Management <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The year 2018<\/strong> has seen significant changes in the<strong> Data Privacy models<\/strong> across the world and many countries have adopted new laws. The <strong>Europe GDPR laws<\/strong> have made<strong> SugarCRM <\/strong>and many other <strong><a data-type=\"link\" data-id=\"https:\/\/stg-blog.bhea.com\/what-is-crm-customer-relationship-management\/\" href=\"https:\/\/stg-blog.bhea.com\/what-is-crm-customer-relationship-management\/\">CRM <\/a><\/strong>vendors to create a support framework for Data Privacy. Sugar 8 comes with <strong>Data Privacy eco system <\/strong>that enables customers to be compliant with GDPR laws. Explicit privacy based roles and a few additional modules for Data Privacy makes your life easy about Data Privacy laws.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"343\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-1024x343.png\" alt=\"GDPR Support and Data Privacy Management in SugarCRM\" class=\"wp-image-7754\" style=\"width:550px\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-1024x343.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-300x100.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-768x257.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-380x127.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-550x184.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-800x268.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-600x201.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-760x254.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog-1100x368.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/data-privacy-in-sugarcrm-bhea-blog.png 1102w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">The key elements are <strong>Data Privacy Manager role and Data Privacy Module <\/strong>along with enhancements in<strong> all the modules.<\/strong><\/p>\n\n\n\n<h3 id=\"reports-and-charts-in-sugar-8\" class=\"wp-block-heading is-style-cnvs-heading-numbered\">Reports and Charts in Sugar 8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sugar 8 enhances reports<\/strong> and <strong>charts<\/strong> by making them drillable. This is one of the most sought after feature and has been waiting from the days of <strong>Sugar movement from 6.x to 7.x<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"981\" height=\"560\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog.png\" alt=\"SugarCRM 8.x New Features - Drillable Chart in Sugar 8\" class=\"wp-image-7752\" style=\"width:550px\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog.png 981w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog-300x171.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog-768x438.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog-380x217.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog-550x314.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog-800x457.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog-600x343.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/reports-and-chart-8-sugar-bhea-blog-760x434.png 760w\" sizes=\"auto, (max-width: 981px) 100vw, 981px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Now most of the report charts are drillable and the moment you click on the chart, it takes you the search view of the module with the filter applied automatically. So in a way you can go to the data behind the charts with a <strong>single click<\/strong>. You can still access the chart in the Intelligent pane on the right when viewing data in the list view, allowing you to easily navigate between different report versions.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-1024x490.png\" alt=\"SugarCRM 8.x New Features - Drilling through report charts un Sugar 8\n\" class=\"wp-image-7753\" style=\"width:600px\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-1024x490.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-300x144.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-768x368.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-380x182.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-550x263.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-800x383.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-600x287.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-760x364.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog-1100x527.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/drilling-through-report-charts-in-sugar-8-bhea-blog.png 1151w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">With this feature the charts have become interactive and with the Mass Update features available at List View, you can start editing them enmass to modify all the records that are delivered with the chart click.<\/p>\n\n\n\n<div class=\"wp-block-cover alignfull is-light has-parallax is-cnvs-vert-align-middle wp-elements-65b5ac0ea67efa83f040074a1ab73600\" style=\"min-height:240px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-0 has-background-dim\"><\/span><div class=\"wp-block-cover__image-background wp-image-7017 has-parallax\" style=\"background-position:50% 50%;background-image:url(https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/08\/call-to-action-bg-image.png)\"><\/div><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<h2 id=\"upgrade-to-sugarcrm\" class=\"wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-e8546a34d13c55008b682bd2c1b6680d\" style=\"font-size:29px\">Upgrade to SugarCRM!<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">SugarCRM make customer data easily accessible and manageable!<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns alignwide are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:60%\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"http:\/\/bhea.com\/contact-us\/\">Get Started With SugarCRM<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h3 id=\"product-dashlet-features\" class=\"wp-block-heading is-style-cnvs-heading-numbered\">Product Dashlet Features<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sugar has a very good product catalogue and quotation feature set.<\/strong> You can configure all the product price list in the product catalogue and bring that product catalogue to add product line items in the quotation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Customers currently struggle to search and select the product line items they need.<\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"664\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-1024x664.png\" alt=\"Product Catalog Dashlet in SugarCRM\" class=\"wp-image-7750\" style=\"width:600px\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-1024x664.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-300x195.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-768x498.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-230x150.png 230w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-260x170.png 260w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-380x247.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-550x357.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-800x519.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-1160x753.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-600x389.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-760x493.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog-1100x714.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/10\/product-catalog-dashlet-sugarcrm-bhea-blog.png 1179w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><strong>Product Dashlet is the new dashlet<\/strong> that is introduced and aligned with the <strong>quotation<\/strong>. The dashlet helps to navigate hierarchically the product categories and select the required product with a single click making life of the sales person simpler. This feature was initially introduced only for <strong><a data-type=\"link\" data-id=\"https:\/\/stg-blog.bhea.com\/\" href=\"https:\/\/stg-blog.bhea.com\/using-sugarcrm-for-quotes-management-crm-implementation-simplified\/\">quotes module<\/a><\/strong> but now it has been extended across <strong><a data-type=\"link\" data-id=\"https:\/\/stg-blog.bhea.com\/\" href=\"https:\/\/www.bhea.com\/products\/sugarcrm\/\">SugarCRM<\/a> <\/strong>framework so that it can be used with Opportunities or any other module.<\/p>\n\n\n\n<h3 id=\"advanced-workflow-enhancement-in-enterprise-edition\" class=\"wp-block-heading is-style-cnvs-heading-numbered\">Advanced Workflow Enhancement in Enterprise Edition<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sugar\u2019s advanced workflow engine<\/strong> in <strong><a data-type=\"link\" data-id=\"https:\/\/stg-blog.bhea.com\/\" href=\"https:\/\/www.bhea.com\/products\/sugarcrm\/enterprise-edition\/\">SugarCRM Enterprise edition<\/a><\/strong> got its major feature update in terms of real time execution parameters. Now users can add workflow conditions based on the time and elapsed time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The main enhancement is <strong>Sugar date variable<\/strong> include the<strong> run time variable<\/strong> as well as the <strong>date fields from Sugar records.<\/strong> Run Time occurs during the execution, creation, modification of an element, or when mentioning a date. And Date Time field additions and deletions are possible in formula so that you can trigger a workflow 3 days or 5 days before the Date Time Field current value.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Overall SugarCRM has added many useful features for the SugarCRM cloud customers as well as on premise \/ private cloud hosting customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a data-type=\"link\" data-id=\"https:\/\/www.bhea.com\/\" href=\"https:\/\/www.bhea.com\/\">Bhea <\/a><\/strong>is a leading partner for <strong>SugarCRM<\/strong> and provides <strong>implementation <\/strong>and <strong>professional services on SugarCRM.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please <strong><a href=\"https:\/\/www.bhea.com\/contact-us\" data-type=\"link\" data-id=\"https:\/\/www.bhea.com\/contact-us\">contact us<\/a><\/strong> at info@bhea.com<\/p>\n","protected":false},"excerpt":{"rendered":"SugarCRM releases its major update for On-Premise customers, making most features previously available only for On-Demand users finally&hellip;\n","protected":false},"author":5,"featured_media":7384,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"two_page_speed":[],"csco_singular_sidebar":"","csco_page_header_type":"","csco_appearance_masonry":"","csco_page_load_nextpost":"","csco_post_video_location":[],"csco_post_video_location_hash":"","csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"footnotes":""},"categories":[42],"tags":[69,49,72,47,98],"class_list":["post-5556","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sugarcrm-tips-and-tricks","tag-crm-business-needs","tag-crm-implementation","tag-customer-relationship-management","tag-sugarcrm","tag-sugarcrm-features","cs-entry","cs-video-wrap"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - 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