{"id":7441,"date":"2024-09-02T05:07:43","date_gmt":"2024-09-02T05:07:43","guid":{"rendered":"https:\/\/www.bhea.com\/blog\/?p=7441"},"modified":"2024-09-12T04:37:10","modified_gmt":"2024-09-12T04:37:10","slug":"sugarcrm-enterprise-14-april-2024-release-highlights","status":"publish","type":"post","link":"https:\/\/www.bhea.com\/blog\/sugarcrm-enterprise-14-april-2024-release-highlights\/","title":{"rendered":"SugarCRM Enterprise 14.0 Version: April 2024 Release Highlights"},"content":{"rendered":"\n<p class=\"has-drop-cap is-cnvs-dropcap-bg-light wp-block-paragraph\">Sugar has introduced exciting features in the latest upgrade for all on-site customers. Let&#8217;s deep dive into this blog to explore the new features in Sugar 14.0. Every customer should consider upgrading their system whenever there is a new release to enjoy the benefits of new features and also to keep their system secure with security updates.<\/p>\n\n\n\n<div class=\"cnvs-block-toc cnvs-block-toc-1725253547401\" >\n\t<\/div>\n\n\n\n<h2 id=\"new-features-in-sugar-14-0-enterprise-edition-on-premise-sugarcrm-14-0-updates\" class=\"wp-block-heading\">New Features in Sugar 14.0 Enterprise Edition \/ On Premise SugarCRM 14.0 Updates<\/h2>\n\n\n\n<ol class=\"wp-block-list is-style-cnvs-list-styled\">\n<li>New and Improved Tile View&nbsp;<\/li>\n\n\n\n<li>UI \/ UX Improvements<\/li>\n\n\n\n<li>Dashboards and Dashlet Improvements&nbsp;<\/li>\n\n\n\n<li>Advanced Users Module (moved from BWC to Sidecar with advanced look and feel)<\/li>\n\n\n\n<li>Report Updates in Sugar 14<\/li>\n\n\n\n<li>Guided Selling \/ Smart Guide New Updates.<\/li>\n\n\n\n<li>Improved Administration Features for Enhanced Usability<\/li>\n<\/ol>\n\n\n\n<h3 id=\"new-and-improved-tile-view\" class=\"wp-block-heading\">New and Improved Tile view<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In Sugar Enterprise 14, Tile view has a vibrant new look and is now available for all modules, including custom ones. This update makes sorting and navigating records simpler and more intuitive.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"528\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-1024x528.png\" alt=\"\" class=\"wp-image-7460\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-1024x528.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-300x155.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-768x396.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-380x196.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-550x283.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-800x412.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-1160x598.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-600x309.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-760x392.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-1100x567.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1-1200x618.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-enterprise-tile-view-update-1.png 1469w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Sugar Tiles View is available by default for Cases, Opportunities, Tasks and Leads modules. But this can also be configured for any stock \/ custom module by an admin user very easily as depicted in the below screenshot.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-rounded\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"636\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-1024x636.png\" alt=\"\" class=\"wp-image-7463\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-1024x636.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-300x186.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-768x477.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-380x236.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-550x342.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-800x497.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-1160x721.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-600x373.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-760x472.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-1100x683.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1-1200x746.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-import-duplicate-check-feature-1.png 1249w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can scroll up and down within a tile view column while keeping the column headers and other columns fixed. Each column now shows the number of tiles and a total value for selected fields, like account revenue, making data summaries easier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Focus drawers are accessible within the tile view, letting you check record details without leaving the view. The view also stays &#8220;sticky,&#8221; so when you return to a module&#8217;s tile view, you don\u2019t need to click the Tile View button again. Additionally, you can sort tiles by different fields to control how data is presented.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>These new features make it easier for users to manage and understand their data better.<\/em><\/strong><\/p>\n\n\n\n<h3 id=\"ui-ux-improvements\" class=\"wp-block-heading\">UI \/ UX Improvements<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In Sugar 14 a couple of user interface and user experience improvements are done as mentioned below.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The Comment Log field is now available in the native Quotes module. With this update, you can also add this field to the preview layout.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-gray-100-background-color has-background cnvs-block-core-media-text-1724129963458\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"578\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-1024x578.png\" alt=\"Sugar 14 Comment Log Field in Quotes Module with Scroll Bar Feature\" class=\"wp-image-7455 size-full\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-1024x578.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-300x169.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-768x434.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-1536x867.png 1536w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-380x215.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-550x311.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-800x452.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-1160x655.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-600x339.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-760x429.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-1100x621.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update-1200x678.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/comment-log-sugarcrm-update.png 1578w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"wp-block-paragraph\"> A useful addition to the Comment Log is the scroll bar, which allows users to easily scroll through and view the comments, which saves a lot of time.<\/p>\n<\/div><\/div>\n\n\n\n<ol start=\"2\" class=\"wp-block-list is-style-default\">\n<li>More filter operators for date \/ date time fields are added which makes users to easily filter the Data based on these fields in various modules.<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245241809\">New Default list filters are available in modules like Leads, Opportunities, Cases, Tasks module.  \n<ol style=\"list-style-type:lower-alpha\" class=\"wp-block-list is-style-default\">\n<li class=\"cnvs-block-core-list-item-1725245285315\">By default Escalated cases filter is available which makes support team life easier to easily view the escalated cases.<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245281548\">By default some additional filters like Tasks created by Me are added in the Tasks module which allows users to easily filter tasks created by them without applying filters every time.<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245297358\">4 new filters are added to Leads List view filters which makes Salesperson\u2019s life much easier while using leads module in SugarCRM as mentioned below.\n<ul class=\"wp-block-list is-style-cnvs-list-styled-positive\">\n<li class=\"cnvs-block-core-list-item-1725245308469\"><strong>My Marketing Qualified Leads:<\/strong> Shows leads assigned to you that are either &#8220;New&#8221; or &#8220;Assigned.&#8221;<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245315845\"><strong>My Sales Qualified Leads:<\/strong> Displays leads assigned to you that are marked as &#8220;In Progress.&#8221;<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245315848\"><strong>New Marketing Qualified Leads:<\/strong> Lists leads created in the last 30 days with a &#8220;New&#8221; status.<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245315871\"><strong>Today\u2019s New Leads:<\/strong> Shows all leads created today with a &#8220;New&#8221; status.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245392250\">Three new filters have been added to the Opportunities list view, allowing salespeople to quickly view opportunities based on specific criteria. These filters help save time by making it easier to access the data they need without repeatedly applying filters.\n<ul class=\"wp-block-list is-style-cnvs-list-styled-positive\">\n<li class=\"cnvs-block-core-list-item-1725245524482\"><strong>My Open Existing Business Opportunities:<\/strong> Opportunities assigned to you that are &#8220;Existing Business&#8221; and not yet &#8220;Closed Won&#8221; or &#8220;Closed Lost.&#8221;<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245527298\"><strong>My Open Opportunities:<\/strong> Opportunities assigned to you that are still open (not &#8220;Closed Won&#8221; or &#8220;Closed Lost&#8221;).<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245527325\"><strong>This Quarter\u2019s Opportunities:<\/strong> Opportunities expected to close in the current quarter.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245257713\">List View \/ Record View automatically gets refreshed when the data is updated through the Focus drawer in any module.<\/li>\n\n\n\n<li class=\"cnvs-block-core-list-item-1725245540166\">The most important and coolest feature introduced in importing is the ability to easily check for duplicates based on multiple fields using <strong>AND<\/strong> and <strong>OR<\/strong> operators. For example, when importing contacts, you can check for duplicates based on First Name, Last Name, and Email Address using the <strong>AND<\/strong> operator. This helps users avoid duplicate records based on different criteria.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"603\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-1024x603.png\" alt=\"Sugar Import Feature for Duplicate Checking with AND and OR Operators\" class=\"wp-image-7462\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-1024x603.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-300x177.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-768x452.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-380x224.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-550x324.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-800x471.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-1160x683.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-600x353.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-760x447.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-1100x648.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1-1200x706.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-tiles-view-configure-module-1.png 1359w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list is-style-default\">\n<li class=\"cnvs-block-core-list-item-1725245646516\">The most important new feature in Sugar 14&#8217;s Documents module is the ability to easily drag and drop files for uploading when creating a document record. This simplifies the process for users, saving them time and effort when uploading documents.<\/li>\n<\/ol>\n\n\n\n<h3 id=\"dashboard-and-dashlet-improvements\" class=\"wp-block-heading\">Dashboard and Dashlet Improvements<\/h3>\n\n\n\n<h4 id=\"dashboard-improvements\" class=\"wp-block-heading\">Dashboard Improvements<\/h4>\n\n\n\n<div class=\"wp-block-group is-style-cnvs-block-shadow\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h5 id=\"dashboard-filters\" class=\"wp-block-heading\"><strong>Dashboard Filters<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">SugarCRM 14.0 introduces dashboard filters that can control multiple report dashlets simultaneously. You can create and name these filters based on data types, making it easier to manage similar run-time filters with a single control. Default filter values can be set and saved for each user, so when they return, their previous settings are still applied. Additionally, unused run-time filters are available for further data exploration within individual dashlets.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-style-cnvs-block-shadow\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h5 id=\"templates\" class=\"wp-block-heading\"><strong>Templates<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">New report and Home dashboard templates are now role-specific, helping users quickly access relevant information. These templates are preserved in their original state, ensuring they can&#8217;t be edited or deleted, but you can duplicate them to customize for your needs. A new filter option in the Reports or Dashboards module allows you to easily find these templates.<\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"370\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-1024x370.png\" alt=\"\" class=\"wp-image-7466\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-1024x370.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-300x108.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-768x278.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-380x137.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-550x199.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-800x289.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-1160x419.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-600x217.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-760x275.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-1100x398.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1-1200x434.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-dashboard-improvements-filters-templates-1.png 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group is-style-cnvs-block-shadow\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h5 id=\"sales-service-console-dashboard-improvements\" class=\"wp-block-heading\"><strong>Sales\/Service Console Dashboard Improvements<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The Sales Console Dashboard and Service Console Dashboard have been improved with new features in Sugar 14.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users can now sort data by more than one field, using both a primary and secondary sort order.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Additionally, the pagination feature previously available in standard modules is now available in the Sales and Service Console Dashboards. This will allow users to easily navigate from one page to another page and allow users to view records in systematic order.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Similarly Inline editing which was a default feature in other modules is now available in the Sales and Service Console Dashboards providing a significant enhancement for users.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-1024x512.png\" alt=\"Sugar 14 Sales and Service Console Dashboard Improvements with Enhanced Sorting, Pagination, and Inline Editing\" class=\"wp-image-7468\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-1024x512.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-300x150.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-768x384.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-380x190.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-550x275.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-800x400.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-1160x580.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-600x300.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-760x380.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-1100x550.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1-1200x600.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-sales-service-console-dashboard-improvements-1.png 1255w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 id=\"dashlet-improvements\" class=\"wp-block-heading\">Dashlet Improvements<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">As part of Sugar 14.0 release, Timeline Dashlet, Comment Log Dashlet, Forecast Dashlet, Cases Record View Dashlet have been improved a lot.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group is-style-cnvs-block-shadow\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h5 id=\"forecast-dashlet-pipeline-metrics-dashlet\" class=\"wp-block-heading\"><strong>Forecast Dashlet \/ Pipeline Metrics Dashlet<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Forecast Dashlet is now called Pipeline Metrics Dashlet starting from Sugar 14.0 Enterprise which offers enhanced metrics display for the selected time period.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-style-cnvs-block-shadow\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h5 id=\"case-record-view-dashlet\" class=\"wp-block-heading\"><strong>Case Record View Dashlet<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">There are several layout and visual improvements in the Case Record View dashlet. Now, key fields like Primary Contact and Follow-Up Date are more prominent, with status values displayed as color-coded badges for quick reference.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-style-cnvs-block-shadow\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h5 id=\"timeline-dashlet\" class=\"wp-block-heading\"><strong>Timeline Dashlet<\/strong><\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The Timeline dashlet now automatically refreshes whenever related records are added, so you always see the most up-to-date relationship changes without needing to reload the page. If you prefer to update the timeline manually, a refresh button is now available directly in the dashlet header for all users. When a new record is created, a card is automatically added at the beginning of its timeline, providing a complete history right from the start. The Timeline dashlet can now be added to nearly all Sidecar modules, including custom ones, and is displayed by default in the record view dashboard for most standard modules.&nbsp;<\/p>\n<\/div><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"798\" height=\"750\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2.png\" alt=\"Sugar 14 Timeline Dashlet with Auto-Refresh, Manual Update, and Expanded Module Support\" class=\"wp-image-7472\" style=\"width:549px;height:auto\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2.png 798w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2-300x282.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2-768x722.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2-380x357.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2-550x517.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2-600x564.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-timeline-dashlet-update-2-760x714.png 760w\" sizes=\"auto, (max-width: 798px) 100vw, 798px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">You can also display data from any module that has a many-to-one or many-to-many relationship with the target module. Admins can use Studio to select up to ten module relationships, including custom ones, for each target module. The dashlet now tracks changes to more fields within each module, so users are better informed about key updates. A search bar has also been added, allowing users to quickly find relevant activities across all modules displayed in the timeline, making it easier to locate specific information.<\/p>\n\n\n\n<h3 id=\"advanced-users-module\" class=\"wp-block-heading\">Advanced Users Module<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In Sugar 14, the Users module has been upgraded from BWC to the Sidecar interface, giving it a fresh, modern look like other standard modules. The users module interface is now more intuitive, making it easier for users to manage their profiles. New list view actions menu \/ record view actions menu options have been added, offering quick access to features like viewing historical summaries and document merging. Additionally, the module navigation bar has been redesigned for easy customization, allowing users to drag and drop modules as needed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"540\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-1024x540.png\" alt=\"Sugar 14 Advanced Users Module with Upgraded Sidecar Interface and New Features\" class=\"wp-image-7465\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-1024x540.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-300x158.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-768x405.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-380x200.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-550x290.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-800x422.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-1160x611.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-600x316.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-760x400.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-1100x580.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1-1200x632.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-advanced-users-module-update-1.png 1300w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 id=\"reports-updates-in-sugar-14\" class=\"wp-block-heading\">Reports Updates in Sugar 14<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In<a href=\"https:\/\/www.sugarcrm.com\/\"> Sugar 14<\/a>, users can now dive deeper into reports without leaving the current page. Clicking on a chart in the Report result view opens a focus drawer, letting users view detailed information without losing their place. As they dig further, new tabs open, so they can easily navigate between different reports. Additionally, extra legend details in report charts are now neatly organized in a menu, giving users more room to see their data clearly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"521\" src=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-1024x521.png\" alt=\"Sugar 14 Reports Update with Focus Drawer and Enhanced Chart Navigation\" class=\"wp-image-7467\" srcset=\"https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-1024x521.png 1024w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-300x153.png 300w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-768x391.png 768w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-380x194.png 380w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-550x280.png 550w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-800x407.png 800w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-1160x591.png 1160w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-600x306.png 600w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-760x387.png 760w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-1100x560.png 1100w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1-1200x611.png 1200w, https:\/\/www.bhea.com\/blog\/wp-content\/uploads\/2024\/09\/sugar-14-reports-updates-focus-drawer-1.png 1243w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 id=\"guided-selling-smart-guide-new-updates\" class=\"wp-block-heading\">Guided Selling \/ Smart Guide New Updates<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The latest Smart Guides \/ Customer journey update in Sugar introduces several useful enhancements. Users can now trigger actions between smart guides and parent records, link existing activities, and start calls directly from Smart Guides. The interface has been improved with a redesigned options bar, visible assignee info, and an archived badge. Admins can hide stage numbers, and new state options have been added to the list view for better organization.<\/p>\n\n\n\n<h3 id=\"improved-administration-features-for-enhanced-usability\" class=\"wp-block-heading\">Improved Administration Features for Enhanced Usability<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Sugar 14 introduces several improvements to make your work easier and more efficient. SugarBPM now supports conditionally required fields and checks for inactive users, enhancing process reliability. New Sugar Logic functions help you create dynamic formulas based on user and record status.<\/p>\n\n\n\n<div class=\"wp-block-cover alignfull is-light has-parallax is-cnvs-vert-align-middle wp-elements-e9993777d1602d0895bfcc1909879446\" 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=\"contact-us-for-any-crm-review-or-implementation-needs\" class=\"wp-block-heading has-text-align-center has-black-color has-text-color has-link-color wp-elements-f416cc2090c8872436a8b99a37a54974\" style=\"font-size:29px\">Contact us for any CRM review or implementation needs!<\/h2>\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\/\">Contact us!<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Doc Merge settings are now more flexible, and email-to-case configurations can be adjusted to fit your organization\u2019s needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connectors and mobile layouts have also been updated, with support for single-tenant Microsoft connectors, the Google People API for contact imports, and improved mobile layouts for Notes. These changes aim to simplify workflows, improve data handling, and enhance overall user experience.<\/p>\n\n\n\n<h2 id=\"conclusion\" class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As we all know, every software undergoes periodic upgrades. Similarly, SugarCRM also releases new features for Cloud customers every quarter and annually for all Sugar On-Prem customers. These releases include bug fixes from previous versions, security updates, and new features. While all Cloud customers enjoy updates every quarter, on-site customers need to wait a year.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.sugarcrm.com\/\">SugarCRM 14<\/a> brought exciting updates that enhanced user\u2019s usability and efficiency. With new features like improved tile views, smarter reporting, and better admin tools, managing and analyzing your data is now easier than ever.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bhea<\/strong> has <strong>successfully implemented SugarCRM<\/strong> for <strong>numerous clients<\/strong>, i<strong>mproving functionality and user experience across various industries<\/strong>. Whether you need to upgrade to SugarCRM 14, refresh your current CRM, or start with a new CRM solution, we\u2019re here to help. Our team ensures a smooth transition and helps you leverage the latest features to advance your business. <a href=\"http:\/\/bhea.com\/contact-us\/\">Contact us<\/a> today to get started!<\/p>\n","protected":false},"excerpt":{"rendered":"Sugar has introduced exciting features in the latest upgrade for all on-site customers. Let&#8217;s deep dive into this&hellip;\n","protected":false},"author":4,"featured_media":7458,"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":[],"class_list":["post-7441","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sugarcrm-tips-and-tricks","cs-entry","cs-video-wrap"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Discover SugarCRM 14.0 On-Prem On-Site Updates \u2013 April 2024 Release<\/title>\n<meta name=\"description\" content=\"Explore the latest Sugar 14.0 On-Prem updates from April 2024 to boost your CRM&#039;s performance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bhea.com\/blog\/sugarcrm-enterprise-14-april-2024-release-highlights\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Discover SugarCRM 14.0 On-Prem On-Site Updates \u2013 April 2024 Release\" \/>\n<meta property=\"og:description\" content=\"Explore the latest Sugar 14.0 On-Prem updates from April 2024 to boost your CRM&#039;s performance.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.bhea.com\/blog\/sugarcrm-enterprise-14-april-2024-release-highlights\/\" \/>\n<meta property=\"og:site_name\" content=\"Bhea Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/bheatech\" \/>\n<meta property=\"article:published_time\" 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