The first of 4 quarterly releases from SugarCRM is here. Sugar Winter ‘19 is packed with improvements and updates across the board, with a number of new functionalities stacked in the middle. Titled Sugar 8.3, this new release builds upon Sugar 8.2 by introducing new features in core modules as well as some simplistic updates here and there to further intensify the user experience.
Let’s break down all the major features introduced in Sugar 8.3
New Features in Product Catalog
The Product Catalog Dashlet in Sugar has evolved to include a number of new functionalities in Sugar 8.3. Introduced in Sugar Winter ‘18, the Product Catalog Dashlet now has the ability to add Quick Picks, Reports, and Records. Let’s take a look:
Product Catalog Quick Picks Dashlet
The Product Catalog Dashlet can get clustered pretty quickly if you’ve got a number of different variables in play, but that’s all taken care of now in Sugar 8.3 with Quick Picks. The Product Catalog Quick Picks Dashlet quickly lets the user access recently used line items as well as those the users have marked as favorites. This simple new feature can save users valuable time while improving the overall experience.
Quick Picks isn’t the only new update to the Product Catalog. In Sugar 8.3, you can also mark Favorites through the Product Catalog list view.
The Product Catalog Dashlet is one of the best time-savers in the Sugar platform and this new update will surely delight Sugar users.
Product Catalog Reports
The Reports Module now displays your Product Catalog as well. This helps you get a visual representation of all the products in your inventory in the shape of reports.
New Features in Advanced Workflow
Sugar 8.3 includes a number of new updates in Advanced Workflows across the board. Advanced Workflows serve as a core feature in SugarCRM and help organizations automate complex tasks and processes. Here’s a breakdown of what’s new!
In Sugar 8.3, you can validate advanced workflows for their functionality and sublimity before putting them live. The Process Validator imports process definition designs and picks out errors and issues along with sequencing mistakes.
New Process Auto Save and Auto Validate options have been added to Sugar’s System Settings with a designated panel called “Advanced Workflow”. The error number of cycles setting has also been relocated in Sugar 8.3.
New Module Relationships have been created in Sugar 8.3 that let you add related records as well as make you able to relate it to a target record. You can also change the value of one or more fields on the target record.
New Comment Log Field
The Bugs and Cases module has a new entry called the Comment Log Field. Sugar users can access the Comment Log Field to view these snippets to ensure everyone is on the same page. Sugar Administrators can use the Comment Log Field and put it in other modules apart from Bugs and Cases Module. This comment log ensures that customer information is present right in the confines of the Sugar record.
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