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Official SuiteCRM Outlook Plugin v4 has arrived - A complete plugin rebuild developed and maintained by SuiteCRM developers entirely from scratch, the addon retains previous functionality while massively improves performance, reliability and stability!

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

Closed Feature created by Serge Pelletier Verified Purchase 3 years ago

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

  1. suitecrm member avatar

    SuiteCRM Provider Affiliate

    3 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.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
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