46.0
2022-06-25
Features:
* To reduce security risks, Sugar Mobile cannot be opened on jailbroken iOS devices.
* When you initiate a doc merge, a message is displayed informing you that you must refresh the screen to see any updates.
* In-progress doc merges are now greyed out to indicate that the generated documents are not yet available to be opened.
Fixed Issues:
* The Emails module must be enabled to send emails, even if the user's preferences are set to use an external email application.
45.0
2022-05-26
* Events from modules other than calls, meetings, and tasks are now displayed in the calendar.
* In the calendar's month navigator, a grey dot is displayed below dates with at least one scheduled event.
* You can now attach the file from a Sugar document to an email.
* You can now filter the address book in emails by record type.
* When using the email action on a record, you can choose which email address to use.
* Tapping failed document merges displays the error that caused the failure.
44.0
2022-04-28
Features:
Press and hold records in any list view to select many records at once and perform mass actions on them:
* Delete the selected records.
* Merge multiple records into one document, for example, a set of mailing labels based on contact records.
* Start composing an email to all selected recipients.
* Export the selected records to a CSV file.
Fixed Issues:
* A "Resource not found" error occurs when opening an email record via the Emails subpanel of another record.
43.0
2022-04-01
Features:
* Administrators can now define dropdown-based detail views.
* When selecting email recipients, the module of the recipient is indicated.
* Tasks that have a due date but no start date set are displayed in the calendar.
Fixed Issues:
* An internal error occurs when trying to set a custom Product Catalog relationship field on a record.
* Sugar Mobile does not respect the user’s email client preference.
* The Expected Close Date field cannot be updated when using the opportunities-only model.
42.0
2022-03-03
Features:
* It is now possible to generate PDF and DOCX files based on records directly in the mobile app using Doc Merge.
* It is now possible to cascade the value of an opportunity’s Forecast field to its eligible revenue line items.
* When pulling down to refresh a multi-tabbed dashlet (e.g., Active Tasks), all tabs are refreshed rather than just the one you are viewing.
Fixed Issues:
* Images added to records while offline are not properly saved when the app goes online again.
41.0
2022-02-05
Features:
* Email composing in the app
* Push notifications in Canada (Central) and Europe (London)
* Compose Email Action Buttons
* Global Search custom filters
* List view filter improvements
* Calendar improvements in day view and agenda view
Fixed Issues
* If a module has a large dropdown field, the list view may appear to freeze.
* An error may occur when opening the list of notes related to a case.
* Opportunity cascading is not available when connected to a Sugar Enterprise instance.
40.0
2022-01-07
Fixed Issues:
* If a note is created with an attachment while the mobile app is offline, the attachment file disappears once the app comes back online.
* Certain fields (e.g., Teams field, custom text fields) are always shown as empty in Sugar Mobile detail and edit views unless the fields are also added to the desktop record view.
37.0
2021-10-14
Features:
* Escalations: You can now escalate accounts, cases, and opportunities and manage these escalations in the Escalations module on Sugar Mobile when connected to a Sugar instance on Sugar Sell, Serve, Ultimate, or Enterprise version 11.2 and higher.
* Opportunity cascading: Opportunity values for the following fields can now be pushed down to the open revenue line items to update all records at once: Expected Close Date, Sales Stage, Service Start Date, and Service Duration.
36.0
2021-09-17
Features:
* Mobile calendar view: A configurable and searchable calendar has been added to Sugar Mobile where you can schedule and view your calls, meetings, and tasks in an agenda view and a day view.
Fixed Issues:
* If more than 20 users are returned when selecting a user to which to assign a record, only the first 20 users are available in the list.
27.0
2020-12-18
A new “Copy address” option has been added so you can paste an address into another app.
Fixed Issues:
* When logging a call, the Related To field cannot be updated.
* It is not possible to remove the File field from the layouts of custom File-type modules.
* When drilling through Saved Reports Chart dashlets, it may not be possible to load the list view.
* Sugar Mobile may not update the value of calculated fields.
* Relationship fields and subpanels may show outdated information in offline mode.
26.0
2020-11-12
Features:
* Field names longer than 32 characters are no longer truncated.
* You can now perform quote-specific actions when accessing a quote via related records.
Top Fixed Issues:
* Dashboards may become inaccessible when connecting to Sugar 10.2.
* When opening a quote process, the worksheet for each of the quoted line items is not visible.
* If enabled for offline use, saving a call with the Related To field set to a contact does not add the contact as a guest.
25.0
2020-10-12
* Choose the size of images when uploading them; options include the original size and two smaller sizes.
* The Messages module has been added.
* Scrollbars have been added to list views to make it easier to see where you are in the list.
Fixed Issues:
* When a call is created and attached to a contact, the call is not related to the contact’s account.
* When logging a call to a contact’s phone number, the relationships to the contact and its account are not established in time to perform dependent actions on them.
* Images uploaded to a Note record are saved as a lower resolution than the original.
24.0
2020-09-16
* You can now create, edit, and save custom list view filters directly in Sugar Mobile for use in both the mobile and desktop apps.
Fixed Issues:
* Uploading a file using the “Copy to SugarCRM” option on an iOS device causes Sugar Mobile to crash.
* Photos taken in landscape mode are saved in portrait mode.
* Images with the .heic file type cannot be uploaded.
* With Smart Punctuation enabled on iOS 11.0 and higher, users with apostrophes in their username cannot log in.
23.0
2020-08-14
Features:
* Purchases and Purchased Line Items : The Purchases and Purchased Line Items modules have been added to Sugar Mobile.
Fixed Issues:
* Sugar Mobile for iOS uses the UIWebView API, which is deprecated.
* Tapping links to other records when viewing a quoted line item may fail to open the record.
22.0
2020-07-18
Fixed Issues:
*The Approve and Reject buttons in the Sugar Mobile Processes dashlet do not work as expected.
*A new contact may not inherit the parent account's address fields correctly in Sugar Mobile when they are updated to a dropdown field type and set with a value (e.g. Texas) as the default.
*Filtering the Global Search page using the Recently Viewed option does not display recently viewed email records as expected.
*Documents attached to a record in Sugar may not be visible in Sugar Mobile.
21.0
2020-06-13
Features:
* Mapping app options: Users can now choose which mapping app to use.
* Processes refreshes: The Processes dashlet now automatically refreshes when opened.
* Tappable line items: In quotes, selecting “Line Item” in a quoted line item now opens its detail view.
* Meeting dates: When entering a meeting’s start date, the end date is updated to match.
Fixed Issues:
* An error may occur while downloading a quote PDF.
* Selecting a record while linking an existing record clears the applied filter.
20.0
2020-05-15
Features:
* Product Catalog: Filters are now available when selecting a product.
* Quote from RLI: You can now generate a quote from RLI records.
* Opportunity from quote: You can now automatically create an opportunity from a quote.
* Contact address population: You can now automatically populate a contact’s address from the account.
* Logged calls: You can now relate logged calls to any type of record.
Fixed Issues:
* After lead conversion, links to new records are not immediately visible.
19.0
2020-04-17
* Converted lead links : When a new contact, account, or opportunity is created while converting a lead, links to these newly created records are displayed directly on the Leads detail view.
Fixed Issues:
* Users connecting to a SugarIdentity-enabled instance may encounter errors when accessing certain modules.
18.0
2020-03-22
SugarBPM process execution : The Processes dashlet is now available on Sugar Mobile so that users can approve, reject, and route SugarBPM processes from their mobile device.
Fixed Issues:
* A “Resource not found” error may occur when adding a quote to an opportunity via the Related tab of the opportunity’s detail view.
17.0
2020-02-21
Comment Log improvement : Long entries in the Comment Log field are now truncated on detail view but can be tapped to view the full text.
Fixed Issues:
* When adding a quoted line item to a quote, the Line Item field is a text field instead of a list of items in the Product Catalog as expected.
* Reports with funnel charts may show an extraneous “(1)” in the chart data when viewed via the Saved Reports Chart dashlet on Sugar Mobile.
16.1
2020-01-24
* Filtering by tags : Users can now filter by tags in Global Search and tap a record’s tag in detail view to see a list of all records in Sugar with that tag.
* Quoted line item worksheet totals : The fields shown in the worksheet totals footer on Quote records’ Quoted Line Items tab now match the configuration in your Sugar instance’s Quotes Configuration.
Fixed Issues:
* Records can be saved in Sugar Mobile without filling out required dependent fields.
* Sugar Mobile edit view does not differentiate between currencies that use the same symbol (e.g. USD and CAD).
15.0
2019-12-19
* Tag Management : Users can now add, edit, and remove tags on records in Sugar Mobile if an administrator has added the Tags field to Mobile EditView.
* Quoted line item fields : The Quoted Line Items tab on Quote records now displays all quoted line item fields configured in the Quotes Configuration page in Sugar.
14.0
2019-11-21
Fixed Issues:
* The Sugar Mobile app cache may exceed the allowable size if it receives too much metadata from the Sugar instance.
13.0
2019-10-30
Fixed Issues:
* Attempting to log back in to Sugar Mobile after session timeout may result in a 400 error.
12.0
2019-10-18
Fixed Issues:
*Sugar Mobile does not check for duplicates when users attempt to create new records that are similar to existing ones.
11.0
2019-09-28
Sugar Mobile 11.0 contains routine updates and addresses a security vulnerability identified during our routine QA checks.
10.0
2019-08-24
Fixed Issues:
* If a phone number field contains multiple phone numbers separated by commas, it is not possible to tap an individual number to dial it.
9.0
2019-08-01
Comment Log : The Comment Log field is now available to be added to the Mobile DetailView of most modules and is displayed by default on the Cases module
8.0
2019-06-30
Drill-Through Charts: Reports with charts can now be tapped in SugarCRM Mobile to open the chart data in list view.
7.0.0
2019-06-03
- Support Sugar Identity (IdM)
- Bug fixes
6.5.0
2019-04-26
- Bug fixes
- Preferred Currency Support
- Mobile now uses Global Search API
6.4.1
2019-03-14
Bug fixes
6.4.0
2019-02-07
- Quotes/invoice PDF (given Sugar 8.3)
- Offline image/file save
- Bug fixes
6.3.1
2018-12-08
- Teams search field UI change (makes it more consistent with other similar search fields on mobile)
- Currency configuration improvement (use preferred currency on create views)
- Fixed bug where keyboard dismissal leaves the Viewport shifted in iOS 12/XCode 10
- Bug fixes
6.3.0
2018-12-06
- Teams search field UI change (makes it more consistent with other similar search fields on mobile)
- Currency configuration improvement (use preferred currency on create views)
- Bug fixes
6.2.1
2018-09-25
- Fixed some Quotes issues
- Added an ability to edit Forecast field
6.2.0
2018-07-27
- Quotes module support
- Bug fixes
6.1.2
2018-05-16
- GDPR Support
- Bug fixes
6.1.1
2018-02-13
- Bug fixes
Also we have added support for Emails module: Email records can now be viewed from the Emails module and related records. Email access is only supported for Sugar version 7.11.0.0 and higher. The Emails module is read-only in the SugarCRM Mobile app.
6.1.0
2018-02-09
- Email access: Email records can now be viewed from the Emails module and related records. Email access is only supported for Sugar version 7.11.0.0 and higher. The Emails module is read-only in the SugarCRM Mobile app.
- Bug fixes.
6.0.2
2017-10-21
- Bug fixes
6.0.1
2017-10-10
- Bug fixes
6.0.0
2017-09-23
We are happy to announce SugarCRM Mobile 6.0 that now supports Lead Conversion for SugarCRM 7.9.1 and later. Many bugs were squashed during this release.
If you are still on iOS9, it's time to upgrade. We plan to only support iOS10 and later in a future release.
5.2.0
2017-08-09
In our previous release, we made it easier to view documents. In this release, you can now quickly upload your email attachments into SugarCRM: download an attachment and choose 'Import with SugarCRM'. We also squashed multiple bugs in this release.
5.1.1
2017-06-23
- Bug fixes
The 5.0 release is impactful for our end-users, admins, and IT managers.
You may notice quite a few subtle changes we hope you will like:
* TouchID Support: If you log off, you can now use TouchID to log back in.
* Improved usability of the app and reduced clicks on the detail view page.
* Re-ordering of the tabs and improved navigation flows.
* Improved first time use and simplified login settings.
More improvements on offline mode that rolled out with v4.1
Administrators – If you are moving to 7.8.1 or above – you can now send email to enable your users set their instance name instantly. Check our documentation on this topic to get your users started quicker.
IT managers -- We now support EMM (Enterprise Mobile Management) with native app configuration. This is in addition to our ability to support nearly every EMM via our Mobile Application Configuration Service.
We would love your feedback in the Appstore or at https://community.sugarcrm.com
5.1.0
2017-06-01
We introduced some new capabilities on mobile to make you even more efficient:
- It is now easier to view and email any document type within the mobile app.
- Uploading different document types from the cloud (such as Google Drive, Dropbox, etc) and get documents into Sugar faster than ever!
- Bug fixes
We would love your feedback. Please ask us your questions at https://community.sugarcrm.com
If you are still on iOS9, it's time to upgrade. We plan to only support iOS10 and later in a future release.
5.0.2
2017-04-28
- Bug fixes
Also in 5.0:
- TouchID Support: If you log off, you can now use TouchID to log back in.
- Improved usability of the app and reduced clicks on the detail view page.
- Improved first time use and simplified login settings.
- More improvements on offline mode that rolled out with v4.1
Administrators – If you are moving to 7.8.1 or above – you can now send email to enable your users set their instance name instantly. Check our documentation on this topic to get your users started quicker.
IT managers – We now support EMM (Enterprise Mobile Management) with native app configuration. This is in addition to our ability to support nearly every EMM via our Mobile Application Configuration Service.
We would love your feedback in AppStore or at https://community.sugarcrm.com
If you are still on iOS9, it's time to upgrade. We plan to only support iOS10 and later in a future release.
5.0.1
2017-04-15
In April 1896, the first International Olympic Games in modern history was held in Athens, Greece. While our releases are not likely to make the history books, this is one of our biggest releases yet with great improvements to make your life easier.
The 5.0 release is impactful for our end-users, admins, and IT managers.
You may notice quite a few subtle changes we hope you will like:
- TouchID Support: If you log off, you can now use TouchID to log back in.
- Improved usability of the app and reduced clicks on the detail view page.
- Improved first time use and simplified login settings.
- More improvements on offline mode that rolled out with v4.1
Administrators – If you are moving to 7.8.1 or above – you can now send email to enable your users set their instance name instantly. Check our documentation on this topic to get your users started quicker.
IT managers – We now support EMM (Enterprise Mobile Management) with native app configuration. This is in addition to our ability to support nearly every EMM via our Mobile Application Configuration Service.
We would love your feedback in AppStore or at https://community.sugarcrm.com
If you are still on iOS9, it's time to upgrade. We plan to only support iOS10 and later in a future release.
5.0.0
2017-04-06
In April 1896, the first International Olympic Games in modern history was held in Athens, Greece. While our releases are not likely to make the history books, this is one of our biggest releases yet with great improvements to make your life easier.
The 5.0 release is impactful for our end-users, admins, and IT managers.
You may notice quite a few subtle changes we hope you will like:
- TouchID Support: If you log off, you can now use TouchID to log back in.
- Improved usability of the app and reduced clicks on the detail view page.
- Improved first time use and simplified login settings.
- More improvements on offline mode that rolled out with v4.1
Administrators – If you are moving to 7.8.1 or above – you can now send email to enable your users set their instance name instantly. Check our documentation on this topic to get your users started quicker.
IT managers – We now support EMM (Enterprise Mobile Management) with native app configuration. This is in addition to our ability to support nearly every EMM via our Mobile Application Configuration Service.
We would love your feedback in AppStore or at https://community.sugarcrm.com
If you are still on iOS9, it's time to upgrade. We plan to only support iOS10 and later in a future release.
4.1.1
2017-02-08
Bug fixes
4.1.0
2017-01-31
We are releasing the improved offline mode:
- Ability to download 1000+ more records/module for initial bulk downloads.
- Downloads will occur while you are using the app but it will pause if you close the app.
- We recommend you keep the app open for a longer period of time the first time you use this feature to get all your records.
We would love your feedback in the Appstore or at https://community.sugarcrm.com
If you are still on IOS8, it's time to upgrade. This release will only work on IOS9 and later.
4.0.2
2016-11-05
- Bug fixes
4.0.1
2016-09-01
We squashed multiple bugs including an related records issue that occurred when offline mode was enabled.
4.0.0
2016-08-16
We have been making tons of changes. We are making changes to the user experience starting with the color theme and fonts to improve readability. It's a breath of fresh air and we are just beginning!
For those wishing for the ability to click on a Sugar record and see it in the mobile app – you are in luck! If you are running Sugar version 7.7.1.x and above, deep linking can be used to open the SugarCRM Mobile app simply by clicking a shared Sugar link. Deep linking can be used to perform many tasks, including viewing, creating, and editing records.
We did not just make cosmetic improvements but we made some significant changes under the hood and squashed tons of bugs.
We would love your feedback on the Appstore or https://community.sugarcrm.com
If you are still on IOS7, it's time to upgrade. This release will only work on IOS8 and above.
