SugarCRM 68.0

version 68.0

Fixed Issues:
* If an address field is configured to be read-only when a condition is met, the field becomes read-only in the mobile app whether the condition is true or not.

version 67.0

Features:
* Filtered product list during quote creation: When creating or editing a quoted line item, the list of products to choose from is filtered so that only currently active products are shown.
Fixed Issues:
* When Action Buttons are displayed in the mobile app, spaces are replaced with the percent (%) symbol in the button text.

version 66.0

Fixed Issues:
* The app may become unresponsive when editing and saving changes to a record several times consecutively.
* A "record is invalid" error may be encountered if saving a record with dropdown-conditional views where all required fields are not included on the current view.

version 65.0

Sugar Automate: You can now work with Smart Guides in the mobile app to progress a record through your organization's business processes and track activities as they are completed.

version 64.0

Fixed Issues:
This release of the SugarCRM mobile app addresses minor product and performance issues.

version 63.0

Features:
Support for Android 14: The SugarCRM mobile app has added support for version 14 of the Android operating system.
Fixed Issues:
* When a dashboard is viewed from the desktop application, a warning message is displayed the next time the user opens the mobile app, erroneously notifying them that the dashboard configuration has changed.

version 62.1

Fixed Issues:
* It may not be possible to authenticate to the SugarCRM mobile app if connecting using OpenID Connect (OIDC) via SugarIdentity.
Note: Users affected by this issue must uninstall and reinstall the SugarCRM mobile app after upgrading to version 62.1 in order to resolve the issue.

version 62.0

Fixed Issues:
* If you click "Cancel" while adding users to a list of meeting guests and then try to add users as guests a second time, an internal error occurs.
* The app may become unresponsive when editing a record if the record contains a calculated textfield.

version 61.0

Features:
* The Report dashlet now allows you to view the data table of report results for Rows and Columns, Summation, and Summation with Details reports.
** Pin the first column of the table so that it stays in view as you scroll horizontally.
** Choose which columns are displayed in the table and sort by different columns.
* Access and update the report's run-time filters when viewing a Report dashlet so you can adjust the subset of data shown in the chart and the data table.

version 60.0

Features:
* The caller ID database now updates automatically every five minutes.
* You can now choose to resync all caller ID records or just those that are new, updated, or deleted.
Fixed Issues:
* If using stand-alone opportunities, it is not possible to convert a lead to an opportunity
* Scrolling to load more list view results does not work if a filter based on the Teams field is applied
* The names of the days and months in the calendar are displayed in English despite the language in use

version 59.0

Features:
Events that took place in the past are now accessible via the mobile calendar; simply scroll up in agenda view or tap a different date in day view.
Fixed Issues:
* Users may encounter an error when saving a record in a custom module if the module's code customization contains an empty subpanel file.
* Fields that are only required if a certain condition is met may be required whether the condition is met or not.
* Text fields may be displayed as blank in Global Search results.

version 58.0

Features:
* If the phone number of an incoming call matches a contact or lead in Sugar, the record's name is displayed.
* When creating a new opportunity, it is now possible to create revenue line items at the same time.
Fixed Issues:
* Users may encounter an internal error when viewing or saving records in a custom module.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.

version 57.0

Features:
* Find nearby records: The Distance list view filter has a new operator, "Nearby", which shows only records within a specified radius of your device's current location.
Fixed Issues:
* Charts in Report dashlets are not displayed when viewed in the mobile app.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.

version 56.0

Features:
* Tap Cloud Drive files to open them: In the Cloud Drive dashlet, you can now tap a file to immediately open it or request access to it in Google Drive, OneDrive, or Dropbox.

version 44.0

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.

version 43.0

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

version 42.0

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.

version 41.0

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.

version 40.0

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.

version 39.0

Features:
* Show the calendar when opening the app: You can now configure Sugar Mobile to display the calendar when you first open the app by changing the Start Screen option in the Settings page.
* Default list view filter names: When building a custom filter on any list view, the filter now has a default name populated so you can save without entering a name manually.

version 38.1

Fixed Issues:
* An internal server error may occur when searching for a record in a relationship field on a custom module.

version 38.0

Features:
* Action Buttons are now available.
* Push notifications are now available in three more regions.
* Enhanced security mode can hide the app contents when the app is in the background and prevent screenshots.
Fixed Issues:
* Viewing a Saved Reports Chart dashlet containing a special character causes the chart to fail to load.
* Sorting a module’s list view by the Date Modified field does not display the field value.

version 37.0

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.

version 36.0

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.

version 35.0

Features:
* Infinite scrolling in list views: List views now automatically load the next set of records as you scroll so that you can seamlessly navigate through the list without manually choosing to display more results.
Fixed Issues:
* It is not possible to choose the Contacts module in the Related To field on notes and tasks.

version 34.0

Features:
* The Active Subscriptions dashlet is now available so users can easily see, sort, and search the customer’s ongoing subscriptions.
* Users can now drag modules to reorder them in the main menu and the list of subpanels on every module’s detail view.
* List View Builder improvements:
** All placeholders now expand when you hover over them.
** You can now drag a field to the front of a row.
** A vibration now occurs when you press and hold a field in the top section.

version 33.0

Features:
* If connected to an eligible Sugar instance, users can receive push notifications on their device for record assignments and comment log mentions.
* The Purchase History dashlet is now available on Sugar Mobile.
* Links to the user guide and the current version’s release notes have been added to the About page.
Fixed Issues:
* Quoted line items not based on a product in the product catalog cannot be opened via the quote worksheet.

version 32.0

Features:
* If an admin makes config changes on your instance while you are working offline, the app now syncs all changes more cleanly to minimize data loss.
* Sugar Mobile now supports OIDC through Google for SSO login.
* List View Builder now support RTL languages so users working in these languages can customize their list view layouts in a way that makes sense.
Fixed Issues:
* The Planned Activities and Active Tasks dashlets do not show the names of the records.

version 31.0

Features:
* Users can now design the layout of each list view by choosing the fields that are displayed and how they are organized.
* The Knowledge Base module is now available when connected to Sugar 11.0 or higher.
* The Quote Worksheet layout in Sugar will now sync to the Quotes detail view in Sugar Mobile.
* When creating or editing a record with many file attachments, Sugar Mobile now handles file upload issues (e.g. lost connection) more robustly.
Plus several fixed issues.

version 29.0

* Dashlets are now automatically refreshed when you open them so that the data shown is up to date.
Fixed Issues:
* Records cannot be saved if they contain a MultiSelect field in some cases
* Quote PDFs do not use the user’s preferred currency for all currency field values.
* SugarLogic functions may not be evaluated in some cases
* The Saved Reports Chart dashlet may fail to display its chart if the target module is not enabled
* The Related To field is not displayed on notes

version 28.0

version 27.0

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 when offline mode

version 26.0

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.

version 25.0

* Choose the size of images when uploading them.
* The Messages module has been added.
* Scrollbars have been added to list views.
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, the relationships 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.

version 24.0

* Custom list view filters: 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:
* When taking a photo to attach to a note, photos taken in landscape mode are saved in portrait mode in Sugar Mobile.

version 23.0

Features:
* Purchases and Purchased Line Items : The Purchases and Purchased Line Items modules have been added to Sugar Mobile.
Fixed Issues:
* Tapping links to other records when viewing a quoted line item may fail to open the record.

version 22.0

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 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.

version 21.0

Features:
* Mapping 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 detail view.
* Meeting dates: When entering a meeting’s start date, the end date updates to match.
Fixed Issues:
* An error occurs while downloading a quote PDF.
* Selecting a record while linking an existing record clears the filter.

version 20.0

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.

version 19.0

* 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.

version 18.0

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.

version 17.0

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.

version 15.0

* 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.

version 14.1

Fixed Issues:
* Users may be unable to log in to Sugar Mobile using SAML if their mobile device has Chrome 78.0.3904.108 installed.

version 14.0

Fixed Issues:
* The Sugar Mobile app cache may exceed the allowable size if it receives too much metadata from the Sugar instance.

version 12.0

Fixed Issues:
*Sugar Mobile does not check for duplicates when users attempt to create new records that are similar to existing ones.

version 11.0

Sugar Mobile 11.0 contains routine updates and addresses a security vulnerability identified during our QA checks.

version 10.0

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.

version 6.1.1

- Bug fixes.
Also in this release 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.

version 4.0.2

- Bug fixes