Auto archive emails for related account as well as contact

Request features for the Opacus SugarCRM Outlook Plugin - Professional
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DanB
Posts: 29
Joined: Thu Sep 15, 2011 10:35 pm

Auto archive emails for related account as well as contact

Post by DanB » Thu Sep 15, 2011 11:57 pm

Most of our client's contacts are related to accounts. The client deals with several contacts per organisation (account), but needs to see all notes and emails from all related contacts in one place - at the account.

Currently archiving emails to both contacts and the related account is a manual process, and therefore prone to error.

Opacus can obviously see the parent_ID for contact records, so understands the relationship. It would be great if Opacus used this so we could choose to auto archive inbound and outbound emails to contacts AND their related account.

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opacus.daniel
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Re: Auto archive emails for related account as well as contact

Post by opacus.daniel » Fri Sep 16, 2011 3:40 pm

This will be available in the next release.

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