Best Recommended SugarCRM 10.1.0 Hosting Provider
SugarCRM 10.1.0 is the latest of SugarCRM version. SugarCRM is a software company based in Cupertino, California. It produces the web application Sugar, a customer relationship management (CRM) system that is available in both open-source and commercial open-source applications.
SugarCRM initially licensed Sugar Open Source under the SugarCRM Public License (based on the Mozilla Public License and the Attribution Assurance License). While users could freely redistribute Sugar Open Source and the license allowed for the inspection and modification of the source code and for the creation of derived works, critics, including Dan Farber, editor in chief at CNET, expressed some concern over SugarCRM's use of the term "commercial open source" to describe its products.
What's New in SugarCRM 10.1.0?
Feature Enhancements
The following feature enhancements are included in this release:
- Purchases and Purchased Line Items Features
- Purchases and Purchased Line Items : Purchases represent each good or service a customer has bought while Purchased Line Items capture each time it was bought, providing a historically accurate record of sales and customer worth while supporting post-sale operations.
- Automatic purchase generation : Purchases and purchased line items are automatically generated for "Closed Won" opportunities with revenue line items.
- Active Subscriptions dashlet : The Active Subscriptions dashlet is now based on purchases and purchased line items.
- Opportunities and Revenue Line Items Features
- Managing revenue line items at the opportunity level : Expected close date, sales stage, and service start date can now be set at the opportunity level and pushed to all open related revenue line items.
- Configurable Revenue Line Items fields during opportunity creation : The Revenue Line Items subpanel in the opportunities create view now respects the customizations made in Studio for the Revenue Line Items subpanel layout in the Opportunities module.
- Discounting revenue line items in percentage : Revenue line items now support discounts in percentage (e.g. 20.00%).
- Negative quantity amounts : Support for negative "Quantity" values, which can be used for credits or price adjustments, has been added to the Revenue Line Items and Quoted Line Items modules.
- Workforce Management Features
- Shifts and Shift Exceptions : The Shifts and Shift Exceptions modules have been added to manage employees' regular working hours as well as exceptions to their working hours (e.g. paid time off), which can be used in round robin assignments in SugarBPM.
- Round robin by availability : Round Robin actions can now assign records based on the availability of users according to their shifts, shift exceptions, and holidays.
- Console Management Features
- Add and remove dashlets in module tab drawers : The module tab drawers (e.g. Account Detail drawer) in the Renewals Console can now be configured to add or remove dashlets.
- Module tab list configuration : Administrators can now designate which fields to display as columns as well as the left-to-right order of the field columns in the module tab's list view when configuring the module tab lists.
- Module tab list preview : The new preview table in the Console Settings window automatically updates in real-time to reflect your field selections and the designated order of the field columns configured in the Columns list.
- Record View Dashlet Features
- Additional supported modules : The Record View dashlet can now be added for additional Sidecar modules (Quotes, Calls, Meetings, Opportunities, Revenue Line Items), including custom modules.
- Record View dashlet layout configurable for all supported modules : The Record View Dashlet layout can now be configured in Studio for all supported Sidecar modules, as well as custom modules.
- Comment Log Features
- Email notification on mentions in comment log entries : Users now have the option to be notified via email when they are mentioned in a comment log entry by enabling the Email on Mention checkbox in their profile.
- System Comment Log Email Notification template : Administrators can configure the comment log email notification template via Emails > View Email Templates.
- Additional configurable system email templates : Additional system email templates are now available to configure via Emails > View Email Templates: "Assignment Notification Emails", "Call Notifications Emails", "Meeting Notifications Emails", "Scheduled Report Emails".
- SugarBPM list view refresh : The Refresh button has been added to the list views of all SugarBPM modules to allow users to quickly refresh the list view results without having to reload the browser.
- Tile view filter refresh : The Refresh button has been added to the tile view to allow users to quickly reapply filters after making changes to the displayed records without having to reload the browser.
- Auto-focus cursor on first field in record view : When creating or editing records in Sidecar modules, the cursor is now automatically focused on the first field (e.g. Subject) in the record view layout.
- Clickable hyperlinks in text area fields : Hyperlinks in text area fields are now clickable and will open the link in a new tab.
- Managing Employees : SugarIdentity-enabled instances now support duplicating and deleting records in the Employees module.
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Best Recommended SugarCRM 10.1.0 Hosting Provider
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