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The Ultimate Outlook Plugin Has Arrived - In response to user requests, SuiteCRM have created the ultimate Outlook plugin which is maintained by SuiteCRM developers. Our plugin supports Outlook 2010 upwards and includes two way synchronisation with CRM, Calender, Calls, Meeting, Tasks and Email Archiving.

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#326 - outlook plugin has no relation to cases nor Opportunities?

Closed Feature created by Serge Pelletier Verified Purchase 2 years ago

hello
I am testing the plugin and purchased on licence.
We are most interrested in the case + opportunities creation/updates from outlook to SuiteCRM
but I cannot see to acheive this with the plugin...
Would you have a suggestion on how to create a case from a new email?

Thank you
Serge

  1. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 years ago

    Hi There,

    Currently there is no feature to create Cases or Opportunities directly from an Email. You can archive those Emails to an existing Case or Opportunity. We have a feature request open already for the ability to create a Case via an Email. I'll add an additional comment on desiring to have Opportunities included.

    https://store.suitecrm.com/support/SuiteCRM-official-outlook-plugin/316

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