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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#5414 - Testing manual archiving in Outlook Plugin

In Progress General Question created by grammateia Verified Purchase 4 months ago

Dear all,

We recently completed the installation of the plugin and we are testing the manual archiving functionality. We noticed that the plugin suggests the sender address as the default criterion in order to search for the contact to archive the email message. How can we search and select all contacts (sender, receivers, cc) involved in the email message so that we can archive the email message to the history of all of them (the ones that are in our Contacts module). Can we search with multiple addresses? Also when searching by name can we do exact searching using the combination of FirstName and LastName? (i.e. Tom Jones)

Kind Regards

  1. suitecrm member avatar

    SuiteCRM Provider Affiliate

    4 months ago

    At present its possible to search on a single string value, either name or email. We hope to expand this functionality in a future release. The work around for now is to re-archive the email to multiple records if that is required.

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