SugarCRM 6.4 Features and Review

January 16th, 2012 by Mark Shaw

Why Upgrading to Sugar 6.4 makes sense

I will try to list off a few reasons for upgrading to SugarCRM 6.4.

Click here to check out a detailed Feature List.

#1: Calendar Improvements

• Users have the Ability to drag-and-drop items — Drag and drop items in Calendar for better ease of use

• Improvement to Quick create and edit forms — Click on any time slot within Calendar to create Meetings and Calls; also click on any Calendar item to modify information in Quick Edit forms

Long meetings are now displayed in a solid continuous piece — Calendar items that are longer than 30 minutes in duration are displayed as a solid continuous item ie, they do not have lines demarcating the 30 minute time boundaries

• Users now have access to a Calendar dashlet — Calendar has been added as one of the Sugar Dashlet items in 6.4.0

• Individual color-codes for Meetings, Tasks and Calls — Meetings are displayed in blue, Calls in red, and Tasks in green. This will help  to distinguish and identify them easily in Calendar

• Now have the ability to change the first day of the week in month-views — Select any day as your preferred first day of the week from your User pages and display the modifications in month-view of Calendar

• Users can now navigate within Calendar by using the calendar view — Navigate to any date with lesser clicks of the mouse using the calendar view, instead of using the Next button

#2: Platform Improvements

Database layer refactoring — In this update SugarCRM is planning a 3 phase, multi-release Database Layer refactoring to improve database independence and increase performance and stability.

Release 6.4.0 includes the first of these phases which mainly focuses on moving database specific code and queries into a clean class hierarchy, eliminating the DB helper classes. These changes may affect customizations and custom modules which were built against older Sugar versions. It is imperative to test the upgrade process in a staging environment before proceeding with the production upgrade, especially if the system includes customizations or custom modules.

Cache upload enhancements — Upload directory moved out of cache directory and is now a separate directory; generated files (like javascript grouping files) moved to cache directory; encrypted data files and other persistent configuration files moved from cache to custom directory; unified APIs for upload and cache directory added. Note that you need to place the cache directory in any location within the file system after editing the config settings.

CSS Sprites for better performance — Images of multiple icons combined into single images resulting in fewer images for the browser to download and fewer requests to the server. This results in reduced download time, less bandwidth consumption, and better performance of the application, and is beneficial especially for users with slower internet connections.

SugarCRM – Free Evaluation Document

Sugar CRM 6 - Free CRM Assessment PDFClick here to receive our Free Sugar 6 Document.

With this free document, you will be empowered to identify the key enhancements within Sugar.

Topics include:

  1. Twitter and Social Media integration
  2. Calculated Fields
  3. Favorites and Favorites Dashlet
  4. Reporting (filtering, scheduling)
  5. User interface improvements (there are many!)
  6. Sugar Mobile 1.0 details
  7. and much more.

TCO Spreadsheet for Budgeting CRM Costs

Free CRM TCO (Total Cost of Ownership) Calculator ToolClick here for our Free CRM TCO Spreadsheet.

With this free spreadsheet, users will be able to see the chief TCO line items that are key for any CRM implementation. We have also included data for comparing CRM software systems such as Microsoft CRM, Salesforce.com, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 3 Year and 5 Year Total Cost of Ownership for both SaaS (Online/On-Demand) and Licensed (On-premise) pricing models.

TCO line items include:

  1. Annual License/User price
  2. Support
  3. Hardware (incl. Server and Users)
  4. Implementation
  5. Staff
  6. Network
  7. Mobile
  8. and much more.

Spreadsheet Tool for Comparison of CRM Software

Free Excel CRM Comparison Tool - Comparing 10 of the Top CRM SolutionsClick here to receive our Excel CRM Comparison Tool.

With this tool, you will be able to view the key similarilites and differences between a number of the top CRM systems, including Microsoft Dynamics CRM, Sage SalesLogix, GoldMine, Sage ACT!, Pivotal and more.

Topics include:

  1. Key CRM Features
  2. Pricing (Licensing, etc..)
  3. Available Modules (e.g. SFA, Marketing, Service, etc)
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  5. Hardware and Network support (Microsoft, Linux, etc…)
  6. Industry/NAICS

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