SugarAI is currently reviewing our Marketplace strategy and submission process. During this time, we are temporarily pausing new Marketplace partner and add-on submissions.
We appreciate your patience as we work to ensure the Marketplace continues to provide a strong and relevant experience for our customers and partners. For questions, contact marketplace@sugarai.com.
Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your Sugar records and keeps your contacts in sync.
#2877 - Linking outgoing mail form Outlook to Sugar
ClosedGeneral Questioncreated by conor 9 years ago
So I've connected the plugin to my Outlook Mac (v. 15.28.1) however, if I'm sending email from Outlook can I link the outgoing mail to a contact/opportunity/account?
Yes, you need to archive sent email as well. Contact and account will be linked automatically. Opportunity binding is manual using Relate button on Archiving tab.
9 years ago
Yes, you need to archive sent email as well. Contact and account will be linked automatically. Opportunity binding is manual using Relate button on Archiving tab.
Regards, Denis