Lead not showing in Home page and a suggestion

Let us know what you think about the Opacus SugarCRM Outlook plugin.
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GoldStar
Posts: 2
Joined: Wed Jul 07, 2010 6:59 am

Lead not showing in Home page and a suggestion

Post by GoldStar » Wed Jul 07, 2010 7:11 am

Lead created from Outlook 2007 appears OK in SugarCRM (using CE 5.5.3) under leads item fro every option except the Home page. There this lead created in OL2007 does not show.

When you archive a mail item from OL2007, it shows in SugarCRM as 'Archived'. It would be more beneficial if it could show it as 'received' and 'sent' as well - Maybe just something simple along the line 'A:x' where 'x' could be In, Out, Received or Sent. So, one could see at a glance the conversation.

Other than that very good. It has not broken either application yet which is always a danger with everything esp Beta releases.

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opacus.daniel
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Joined: Thu Feb 04, 2010 5:01 pm
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Re: Lead not showing in Home page and a suggestion

Post by opacus.daniel » Mon Jul 19, 2010 1:58 pm

Hi,

Thanks for the feedback, the lead may not be showing due to filters set on your leads dashlet. Try checking what filters who have set and make sure the records created from outlook match those filters.

Daniel.

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