Automatically "show related"

What new features would you like to see in the Opacus SugarCRM Outlook Plugin
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davej777
Posts: 2
Joined: Tue Sep 14, 2010 7:19 pm

Automatically "show related"

Post by davej777 » Tue Sep 14, 2010 8:58 pm

I am using the Opacus Outlook Plug-in for Outlook 2010. In the search tab when archiving to SugarCRM, is it possible to have the search engine automatically search for all related items for each result? This is possible in the SugarCRM native plug-in and was hoping it was also available in the Opacus product. Thank you.

opacus.joe
Posts: 3
Joined: Mon Jan 31, 2011 3:04 pm

Re: Automatically "show related"

Post by opacus.joe » Tue Feb 08, 2011 3:12 pm

This has been released and is now an active availble feature.

Orri
Posts: 3
Joined: Tue Oct 20, 2015 11:00 pm

Re: Automatically "show related"

Post by Orri » Tue Oct 20, 2015 11:06 pm

This is not happening when I use the plugin with SuiteCRM. Also, it does not relate the contact to the email when an email is archived in an opportunity. Is this a difference between the Pro and Lite versions?

Orri
Posts: 3
Joined: Tue Oct 20, 2015 11:00 pm

Re: Automatically "show related"

Post by Orri » Tue Oct 20, 2015 11:10 pm

BTW, I'm using version 2 since we are still on Office 2007.

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opacus.daniel
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Re: Automatically "show related"

Post by opacus.daniel » Wed Oct 21, 2015 7:59 am

In version 2 it should automatically search for related records. You must expand the parent record out using the tree to see related records in the results.

If you archive an email to an opportunity it will not also be archived to the contact, you must select the contact as well.

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