Double relationship

Request features for the Opacus SugarCRM Outlook Plugin - Professional
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octavian
Posts: 1
Joined: Mon Apr 06, 2015 6:34 am

Double relationship

Post by octavian » Mon Apr 06, 2015 9:49 pm

I am impressed with your plugins even though I am still struggling with an issue. It may be opportune to recommend that you consider a 'Flex relate' type feature whereby an archived email, that is attached to the entity in the archiving process can also be 'flex related' to other modules. We have a particular situation where we communicate with a client 'in relation to' a contract for example, and clients may have several. We only want one instance of the email but it would be nice to see the other relationships and be able to sort and filter on them.

Thanks
Robert

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opacus.daniel
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Re: Double relationship

Post by opacus.daniel » Tue Apr 07, 2015 8:13 am

The outlook plugin does support this. It will only create one copy of the email and link it to each of the records selected in the archive search window

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