Sync existing Sugar contact as new Outlook contact

Request features for the Opacus SugarCRM Outlook Plugin - Professional
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kempsonc
Posts: 19
Joined: Thu Sep 01, 2011 1:18 am

Sync existing Sugar contact as new Outlook contact

Post by kempsonc » Fri Sep 30, 2011 1:45 am

I know that if you enter in the contact name and email address *only* within Outlook, mark for sync, and then sync, the Opacus plug-in will detect the 'conflict' and you can then choose to upload the SugarCRM information into the contact record.

That is good, but I would like to make this simpler.

Could we please add an 'Add Contact from SugarCRM' button in the toolbar which will popup a search box similar to the email archiving search box where you can search for contacts by name/email/company, select one or more contacts and then click ok. This would then create new linked contacts in Outlook which are already synced - no conflict resolution required?

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opacus.daniel
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Joined: Thu Feb 04, 2010 5:01 pm
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Re: Sync existing Sugar contact as new Outlook contact

Post by opacus.daniel » Fri Sep 30, 2011 7:51 am

If you mark all of those records for sync in SugarCRM and press sync it will download all of the SugarCRM contacts regardless of what's in Outlook, if a match is found it will show a conflict and if there is no match it will be created.

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