SugarCRM Fall ’17 (7.10) Release Now Available

Posted on October 31, 2017March 25, 2020 by Kortnee Wilson

SugarCRM has released version Fall ’17 (7.10) for all commercial editions. The Fall ’17 (7.10) release is available for download to On-Site customers and is being automatically applied to On-Demand instances running an earlier version of Sugar.

Fall ’17 (Sugar 7.10) marks the beginning of a new chapter in its core Sugar products with the introduction of a quarterly feature delivery model, providing accelerated delivery of feature innovation for our Cloud (OD) customers, as well as heightened levels of predictability for Sugar updates. Fall ‘17 has a rich combination of exciting new end-user features as well as significant performance improvements to all platforms.

Feature Enhancements

The following feature enhancements are included in this release:

Emails user interface : The Emails module now uses the Sidecar interface. It has been redesigned to store copies of email messages sent from Sugar or archived via one of the various email archiving options. Users can view and work with email records much like they view and work with records in other Sidecar modules.
Outgoing email accounts : Users can configure multiple SMTP accounts to send email from Sugar.
Drill-through report charts : Click on a segment of a report’s chart to view a list of records belonging to that segment.
Sharable dashboards : Dashboards can now be shared with teams of users, pulled into their views by users, and pushed to teams of users by system admin users.
Contracts user interface : The Contracts module now uses the Sidecar user interface.
Contract Types user interface : The Contract Types module now uses the Sidecar user interface.
Currencies user interface : The Currencies module now uses the Sidecar user interface.
Products- and Quotes-related modules user interface : The Manufacturers, Shipping Providers, and Tax Rates modules now use the Sidecar user interface.
Process Business Rules user interface : The Rules Builder has been completely redesigned for usability with improvements that include row sorting via drag and drop, mass moving of rows, and mass deleting of rows.
SAML configuration enhancement : Additional configuration options have been added for configuring SSO using SAML.
Teams filter : Multiple team selection is now supported when filtering based on the Teams field in Sidecar modules.
Elasticsearch 5.4 support : Elasticsearch version 5.4 is now supported.

Fixed Issues

The following issues have been resolved in this release. Support portal users can use the following links for more details about each issue:

79329 : Outlook Plug-in version 2.4.0 may not connect to certain Sugar versions (7.9.1.0, 7.10.0.0).
79110 : Processes that contain a Wait event and are expected to trigger additional processes may only trigger one of the expected processes.
78882 : If two or more process definitions contain similar Terminate events and are running at the same time, one of the in-flight processes may terminate prematurely.
78843 : When using a French keyboard layout, the administrator cannot edit Wait event settings in the Process Definition’s visual designer.
78575, 78577, 78678 : Invalid or improperly designed process definitions may cause performance issues.
78364 : Sugar improperly attempts to establish an SSL/TLS connection when “Use SMTP Authentication” is unchecked.
77823 : Records that are created and assigned via Advanced Workflow do not send assignment notifications as expected.
77658 : Adding a custom time format in the config_override.php file may not work as expected and display the time values incorrectly.
77481 : Manually clearing the cache directory may cause unexpected errors in the system if the Users module contains a custom field.
76538 : When accessing Sugar using a device (e.g. laptop) with touch screen enabled, the date picker may not work as expected.
75571 : Enabling the “Delete related notes & attachments with deleted emails” option may not delete the related note record as expected when an email is deleted.
72921 : Setting the email client in the user’s profile to “External Email Client” may not be respected properly as the Sugar email client continues to be used when replying to emails in Sugar.

For information about what is new in SugarCRM Fall ’17 release, please reach out to our team… Contact Us

What’s New in Zoho CRM 2017

Posted on October 2, 2017March 25, 2020 by Kortnee Wilson

We are pleased to present to you Zoho CRM 2017 – which will help you sell smarter, faster and better.

Smarter: Let Zia, your intelligent sales assistant suggest smarter ways for you to sell. Zia will tell you the best time to contact a customer, predict sales trends and suggest useful macros.
Faster: Set up scoring rules to follow up with leads that have the greatest scores and close the most likely deals faster. Besides this, integrate Zoho CRM with Slack to get the sales context right on your chat window.
Better: Build your business process using Blueprint to ensure that your teams follow best practices in your organizaiton.

Zoho CRM 2017 also presents the Zoho Phonebridge Marketplace, which allows you to integrate with popular telephony providers. Read on to know more about each feature.

Automation

New features in automation include Blueprint and Scoring Rules.

Blueprint

Blueprint is a feature that will let you design a process flow in CRM and define the manner in which it should be executed. It captures every detail of your entire offline process within the software. It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes.

For more information, click here .

Scoring rules

Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, calls, emails, social signals, etc. You can assign positive and negative points to each property while defining a scoring rule and all these individual points makes up to a total score dynamically when a record is created or modified.

For more information,click here.

Conditional fields

Conditional fields in Zoho CRM offer you an interface to manage dependency between fields in a layout. Now when you create a record in CRM, you will be able to achieve the following.

Display/hide fields and sections based on a field value previously entered.
Mark fields as mandatory only based on a field value previously entered.

For example, in an Insurance policy module, you want to display the field “Guardian” only if the Applicant’s age is <= 18. This can be achieved with the help of conditional fields.

For more information, click here.

Zia

Zia is an AI-driven sales assistant for Zoho CRM. She optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions and alerts.

It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM for all her analyses. With Zia, you can understand your customer behavior proactively and deliver personalized marketing campaigns and services to improve your sales.

For more information, click here.

Suggested macros and workflows

Zia helps you with workflow related notifications to ensure no two workflow based email templates overlap with each other. Learn more .

Also, Zoho CRM takes the usage of macros a notch higher by intelligently auto-suggesting macros that you could create based on your CRM activities. If you have been repeatedly performing the same set of actions over a period time on a bunch of records, Zoho CRM will automatically suggest that you create macros out of the actions. Learn more.

Best time to contact customers

With Best time to Contact suggestions by Zia, you can always be aware of the right time to reach your contacts. Powered by Artificial Intelligence, Zia lets you know of the best time to call or email a contact. Learn more.

Trend analysis

Zia brings Artificial Intelligence to your CRM analytics through Trend Analysis. You can now see your business trends and teams’ performance though Trend Dashboard. Built on data from the past and current usage, the Trend Dashboard displays key sales metrics as patterns. Learn more.

Zoho PhoneBridge Marketplace

Choose from the diverse list of vendors in the Zoho Phonebridge Marketplace and integrate Zoho CRM with your preferred PBX system. Learn more.

Zoho CRM for Slack

Share CRM information with your Teams on Slack, right from Zoho CRM’s screen. No more switching between tabs or booking meeting rooms to have sales discussions. Zoho CRM for Slack offers you a sales context to your Chat window. Cut down on the time taken to organize meetings and converge faster right via your Chat windows. Learn more.

Zoho CRM for Office 365

Zoho CRM for Office 365 now lets you sync your contacts from Zoho CRM to Office 365 and vice versa. Learn more.