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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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#414 - Archive related to Projects

Closed Feature created by kent Verified Purchase 2 years ago

Hi. In this link it says the following: Archive Outlook email to any module in SuiteCRM – Contacts, Accounts, Projects, Opportunities etc. and custom modules
But when you go and download the addon from here: https://suitecrm.com/download/official-suitecrm-outlook-plugin
.....and install it, there actualy isnt any way to search for Projects. You can only search for Accounts, Contacts, Leads, Cases, Bugs
So what is correct? Can we or can we not archive related to Projects from Outlook? What will it require for my addin to get the Projects listed?

  1. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 years ago

    Hi kent,

    The option to search for projects is done by clicking the "Archive" button inside outlook. You should see this popup with a checkbox for projects and a search button.

    outlook_projects.png

    The projects module, unlike contacts, accounts, etc. Will search by name, similar to opportunities.

    SuiteCRM Outlook Plugin Team

  2. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 years ago

    This fix has been released in v 3.0.5

    SuiteCRM Team

  3. Asiaction member avatar

    Asiaction

    a year ago

    It should search and display Opportunities by related contacts email address, no ?

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