Official SuiteCRM Outlook Plugin

by SuiteCRM

Official SuiteCRM Outlook Plugin v4 has arrived - Compatible with the Outlook Web App or Outlook 2016+ connected to Office365 or Exchange Server 2016. A complete rebuild developed and maintained by SuiteCRM developers, the addon retains previous functionality while massively improves performance, reliability and stability!

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#3136 - Archiving question- search results are unclear

Closed General Question created by info5 4 years ago

Hi,

I have a contact who creates lots of opportunities.

When i receive an email from the contact i would like to archive it against the opportunity record .

So when the email comes in I right click and choose >'SuiteCRM Archive'

This gives a popup window where i can search CRM records. But i cant figure out how to control the results>?

I've attached an image below which shows the issue : James does have two opportunities- but there is not enough info to choose one.

Capture.JPG

  1. suitecrm member avatar

    SuiteCRM Provider Affiliate

    4 years ago

    Hi there,

    You could search for the opportunity number or subject instead which may give more information.

    Thanks, Mac

  2. suitecrm member avatar

    SuiteCRM Provider Affiliate

    4 years ago

    Hi there,

    Hopefully, this issue is resolved, I'll close this case over. If your issues continue, please let me know!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
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  • Supported Versions
  • 7.10.10 to 8.6.1
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