SugarCRM91.0 - App Store

Customer relationship management anywhere, anytime-so you are always prepared to win deals and support customers on the go.

With the SugarAI mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules.

Benefits:
. View detailed account information on the go, and update opportunities as you gather insights.
. Schedule calls, create cases, or send quotes directly from your mobile device.
. See who's calling and get prepared with Caller ID.
. Create documents based on record data from the mobile app with Doc Merge.
. View key performance indicators (KPIs) and stay on track with your sales goals.
. Build pricing quotes to close deals in real-time, wherever you are.
. Access insights at a glance with dashboards: charts, activity history, and more.
. Manage your task list by completing or adding new tasks.
. Map customer locations and initiate driving routes to streamline customer visits and planning.

Version History Bug fixes, stability improvements 91.0 Aug 17 Features
-Signing in just got easier. The app now automatically detects your authentication setup, whether you're in an Intune or non-Intune environment, so there's no manual login configuration to fuss with.

Fixed Issues
-Caller ID now correctly shows contact names for Australian phone numbers on iOS.
-Approved web pages in your dashboards now load properly on mobile instead of being blocked. 90.0 Jul 20 CallerID record fetching is now smarter and more resilient — progress is saved automatically, interrupted sessions resume where they left off, and failed pages retry up to 3 times.
New filtering options let you narrow records by Country and Phone, with an estimated match count shown before fetching begins. A live progress bar keeps you informed throughout.
Bug fixes and stability improvements also included. 89.0 Apr 20 Features:
- When you tap a link to a Sugar record, it now opens the record directly in the app.
- You can now tap anywhere on a smart guide activity to open it.
- Timeline allows you to filter or search immediately rather than waiting for it to load.
- In landscape mode, the app adjusts to not overlap the dynamic island.
Fixed Issues:
- If a user with read-only access to the Teams field created an opportunity, they encountered an error.
- Certain fields were not allowed to be sorted in list view. 87.0 09/30/2025 Features:
* It is now possible to work with reports from within the Reports module, using the same user experience as in the Report dashlet to review and filter report data without downloading a PDF.
Fixed Issues:
* Action Buttons that assign a record to the current user set the Assigned To field to blank instead.
* Users without edit access to a module are also restricted from editing filters on the module's list view or viewing run-time filters in the Report dashlet. 86.0 07/18/2025 Features:
* You can create a route between multiple records using Sugar Maps or your preferred mapping application to plan for many stops in the same trip.
Fixed Issues:
* If an admin makes a configuration change while a user is creating or editing a record, the user's unsaved changes are lost.
* The mobile app does not prevent users from creating opportunities with no revenue line items.
* The Related to Current Record option on the Report dashlet is not respected in the mobile app. 85.0 06/20/2025 Features:
Split screen on tablets: The SugarCRM mobile app now supports a split-screen view on tablets, allowing you to show the app side-by-side with another app and interact with both at the same time. 84.0 05/23/2025 Minor improvements have been applied to the SugarCRM mobile app for iOS in this release. 83.1 05/06/2025 Features:
Caller ID phone number matching: Caller ID has been improved to recognize a wider variety of phone number formats and identify many country codes when omitted so that more matches are made on incoming calls.
Fixed Issues:
* When viewing a long email that does not fit on a single screen, the text is truncated and it is not possible to scroll to view the rest of the email content. 83.0 04/25/2025 Fixed Issues:
* If a quote has more than 20 quoted line items, only the first 20 are displayed. 82.0 03/28/2025 Features:
* If you have changed the run-time filters in a Report dashlet, you can now reset them to the defaults.
* You can now view and update run-time filters on Matrix reports.
* You can now swipe the stage name header to switch between different stages in a smart guide.
Fixed Issues:
* If the comment log has more than 20 entries, it may not be possible to view all entries.
* If a note has multiple attachments with the same filename or blank filenames, it may not be possible to open the files. 81.0 02/28/2025 Features:
* Microsoft Sharepoint support: The mobile app's Cloud Drive dashlet now supports the Sharepoint integration so you can interact with your SharePoint files from any dashboard.
Fixed Issues:
* It may not be possible to view all run-time filters in a Report dashlet in the mobile app if the report has too many run-time filters.
* If a Report dashlet is configured to display the data table by default, it still displays the chart by default when viewed in the mobile app. 80.0 01/31/2025 Features:
* Send to DocuSign via cloud drive: You can now send documents to DocuSign for signature directly from your connected OneDrive, Dropbox, or Google drive using the Cloud Drive dashlet. 79.0 01/10/2025 Fixed Issues:
* If you access a record's detail view via the Processes dashlet, it is not possible to scroll down.
* When choosing items in a multiselect field with more results than can fit on the screen, it is not possible to scroll down to any of the later options.
* When viewed in languages other than English, the translation of the My Opportunities filter is incorrect.
* Run-time filters in the Report dashlet that should display a search and select may allow only free-entry text instead. 78.0 12/05/2024 Features:
* Seamless dashboard updates: If a dashboard or dashlet is changed via the desktop app, mobile users will no longer see a pop-up forcing the mobile app to refresh to retrieve the changes.
Fixed Issues:
* On reports with several run-time filters, it is not possible to view the filters in the Report dashlet from the SugarCRM mobile app.
* The caller ID feature may not display the pop-up identifying Sugar records on incoming calls when using certain device models. 77.0 11/07/2024 Fixed Issues:
* Tapping a link in the mobile app does not open the link as expected when using iOS 18.0. 76.1 10/21/2024 Features:
* Some of the core elements of the mobile app's design have been modernized to make your experience feel bright and fresh and reflect the new user experience in Sugar 14.2.
* You can now expand and collapse sub-activities of a smart guide activity.
* The app now has an advanced logging mode.
Fixed Issues:
* Users' preferred time format is not respected in Day View of the mobile app's calendar.
* When logging a call, it is not possible to set the Repeat field to "None". 76.0 10/11/2024 Fixed Issues
* It is not possible to view or update run-time filters in the Report dashlet from the mobile app.
* Fields that are configured to be conditionally required using the Required If functionality in Studio may be required whether the condition is met or not.
* When the admin has configured opportunity and revenue line item requirements during the lead conversion process, the mobile app does not respect these requirements. 75.0 09/13/2024 Fixed Issues
* Sugar Actions that are configured to trigger a smart guide may not successfully be triggered if the action takes place in the mobile application.
* Users may lose in-progress edits to a record if an admin makes certain configuration changes via the desktop app while the user has the edit view open. 74.0 08/16/2024 Fixed Issues
This release of the SugarCRM mobile app addresses minor product and performance issues. 73.0 07/18/2024 Fixed Issues
* Creating a new opportunity while logging a call causes an error that prevents the call from being logged.
* When trying to upload an image to an image field, an error may prevent upload on the first attempt.
* It is not possible to select any values for run-time filters on relate fields in the mobile app's Report dashlet. 72.0 06/20/2024 Feature Enhancements
* Timeline: Record timelines, equivalent to the Timeline dashlet in the desktop app, are now available so you can see a searchable, chronological view of activities.
Fixed Issues
* Doc Merge is not available with a Sugar Enterprise license.
* An internal error may occur when drilling into a Report dashlet's chart.
* The complete list of values in a multiselect field may be cut off.
* If a dropdown field is required, the text "Required" is displayed over top of its actual value. 71.0 05/24/2024 This release of the SugarCRM mobile app addresses minor product and performance issues. 70.0 04/26/2024 Features:
* The app now supports the use of Baidu Maps and Amap.
* You can now link existing calls, meetings, and tasks to a smart guide.
Fixed Issues:
* It is not possible to log in to the app with Sugar credentials if the instance uses SSO.
* The app may fail to load field data when opening a record.
* If "Related to Current Record" is selected for a Report dashlet, the result set is not correctly filtered.
* When creating records via subpanel, flex relate fields are not populated with the parent. 69.0 03/29/2024 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. 68.0 03/01/2024