Sugar 5.1 Key Features

• Advanced Reporting and Analytics
  • New User Interface and Wizard combines a simple, intuitive design with a guided process to step the user through report creation.
  • Complex Reporting Sets allows users to create complex reports across multiple modules (contacts, accounts, opportunities, cases), as well as support for data joins.
  • Matrix Reports create powerful reports across modules with the ability to group by multiple attributes.
  • Run-Time Filters allows users to change the attributes of a report in real-time, similar to pivot tables.
  • Excel integration captures Sugar report information in the familiar, easy-to-use Microsoft Office application.
• Wireless
  • Improved User Interface provides users with view into edit, detail, and list views, as well as the ability access employee directory, store preferences, and view recent items.
  • Rich HTML Client delivers rich presentation of SugarCRM data though a standard web browser.
  • Device Independent allows users to view SugarCRM data from any PDA or smart phone, including Blackberry and iPhones.
  • New search capabilities allow users to find information quickly with the press of a few buttons.
• Tracker
  • Tracker Reports provide a snapshot into system usage in order to increase user adoption and visibility into CRM utilization.
  • System Monitoring provides administrators information on how the system is being used and potential stress points for the application.
• Data Import Enhancements
  • Improved Import User Interface provides more options for ensuring data transfer is executed smoothly and accurately into SugarCRM.
  • Data Quality Controls allows administrators to specify whether data imports should create new records or update existing records.
• Module Builder
  • New Relationships allow for new modules to be related to multiple existing modules.
  • Auditing provides a complete history of module creation and modifications to better keep track of customizations.
  • Dashlet Support allows customer object and module functionality to be displayed in AJAX containers on the homepage.
  • New Templates now tracks file and opportunity information.