19

Sugar 7 Overview
A look at what’s new in Sugar CRM version 7 For users currently running
Sugar version 6.7 OnDemand
Fe...
Upgrade Timeline
• Sugar released a brand new version, Sugar 7, in November 2013.
• This release was issued to NEW custome...
What’s New
Redesign of interface
New layout with user convenience in mind.

Aether Consulting Confidential / Internal Revi...
Intelligence Pane
The Intelligence Pane is on the right hand side of the list view and record view.
Users can add addition...
Preview from List and Record View
The new Preview option shows a quick view of the records information without the
need to...
Inline Edit from List and Record View
In list view, users can edit the fields in each row without opening the record. In
l...
Search and Filters
In version 6, Sugar had basic and advanced search. To make searching easier, this
has been replaced wit...
Activity Stream and Notification Center
In Sugar 6 the activity stream is a basic list of items. In Sugar 7 this feature h...
Activity Stream and Notification Center (continued)
Recent activity for each record is shown in the Activity Stream. For e...
Activity Stream and Notification Center (continued)
They can also reference other records by using the “#” symbol before t...
Business Card View
The Business Card view contains a smaller subset of fields that are the most
relevant to the record. To...
About Aether Consulting
About Aether Consulting
Aether Consulting is a Michigan-based technology service provider.

We are...
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Sugar 7 Whats New - An Overview for Sugar 6 Users

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Current Sugar CRM OnDemand version 6.7 customers will be interested in learning what's coming with the new Sugar 7 version. Slated for release by the end of 1Q 2014.

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Sugar 7 Whats New - An Overview for Sugar 6 Users

  1. 1. 19 Sugar 7 Overview A look at what’s new in Sugar CRM version 7 For users currently running Sugar version 6.7 OnDemand February, 2014 Theresa Ziegler Aether Consulting, Inc. 586-846-4202 tziegler@aetherconsulting.com www.aetherconsulting.com 1083 _Macros
  2. 2. Upgrade Timeline • Sugar released a brand new version, Sugar 7, in November 2013. • This release was issued to NEW customers who purchased on or after November. Today, new customers get version 7.1.5. • For customers running Sugar version 6.7 OnDemand: Sugar is preparing to offer the upgrade to Sugar version 7.2 in late Q1 2014. • It is possible that you will need to request this upgrade from Sugar, we are waiting to hear if it will automatically be served to current OnDemand customers, or if you will need to specifically request it. • To find out what version of Sugar you are running, click the down arrow next to your user name, and select “About” Aether Consulting Confidential / Internal Review Only / 1
  3. 3. What’s New Redesign of interface New layout with user convenience in mind. Aether Consulting Confidential / Internal Review Only / 2
  4. 4. Intelligence Pane The Intelligence Pane is on the right hand side of the list view and record view. Users can add additional dashlets here. Each Intelligence Pane setup is unique to the individual user. Aether Consulting Confidential / Internal Review Only / 3
  5. 5. Preview from List and Record View The new Preview option shows a quick view of the records information without the need to open the record and wait for the page to load. By selecting the preview icon (the “eye” icon) a preview of the record is presented. To return to the Intelligence Pane dashlets, click the preview icon again. Aether Consulting Confidential / Internal Review Only / 4
  6. 6. Inline Edit from List and Record View In list view, users can edit the fields in each row without opening the record. In line editing has also been added to the record view. Aether Consulting Confidential / Internal Review Only / 5
  7. 7. Search and Filters In version 6, Sugar had basic and advanced search. To make searching easier, this has been replaced with a full text search box and filter engine. The new search and filter function is available within both, the list view and record view, allowing users to search and filter through all subpanels within a record. Use a standard filter…. Or Create a filter. Aether Consulting Confidential / Internal Review Only / 6
  8. 8. Activity Stream and Notification Center In Sugar 6 the activity stream is a basic list of items. In Sugar 7 this feature has been greatly enhanced for improved collaboration and communication with other users. Activity Stream dashboard… Activity on an individual or record. Activity across a module… Aether Consulting Confidential / Internal Review Only / 7
  9. 9. Activity Stream and Notification Center (continued) Recent activity for each record is shown in the Activity Stream. For example, when viewing an Account, the Activity Stream will show when a Contact, Call, Document, etc. has been linked to that Account. For purposes of communication, the user can post a comment to the Activity Stream and mention another user by using the “@” symbol before the users name (similar to “tagging” someone in Facebook).
  10. 10. Activity Stream and Notification Center (continued) They can also reference other records by using the “#” symbol before the record name. The user can also drag and drop files into the Activity Stream. Any time a record is mentioned, the comment will also show in the Activity of that referenced record and if a user is mentioned they will be notified via the Notification Center. The Notification Center is located at the top right side of the navigation bar and to the left of the User Profile. Aether Consulting Confidential / Internal Review Only / 9
  11. 11. Business Card View The Business Card view contains a smaller subset of fields that are the most relevant to the record. To view the remaining fields of the record, click “Show More” arrow, to expand the view. No need to select “Edit” there is also inline editing directly in the record by clicking on the pencil icon. Business card view shows essentials, or click Show More Pencil icon allows for quick editing of a field. Aether Consulting Confidential / Internal Review Only / 10
  12. 12. About Aether Consulting About Aether Consulting Aether Consulting is a Michigan-based technology service provider. We are a Platinum Sugar Reseller Partner, and are certified to sell, implement, train and support Sugar CRM. Contact us at sales@aetherconsulting.com, or call (586) 939-8028. www.aetherconsulting.com Aether Consulting Confidential / Internal Review Only / 11
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