SuiteCRM Enterprise-Class Outlook Integration

by Implicit Inc.

Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including accounts, opportunities, quotes etc. so that you can do all your CRM work without leaving Outlook. In addition, FrontEnd allows you to leverage the rich Outlook functionality to provide tools such as manual and automatic email archiving, collaboration and approval, opportunity tracking and more.

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#3784 - Archive email to a project

Closed General Question created by jola 2 years ago

Hi, is it possible to archive an email to a project as well? I get only offered: lead, contact, account, opportunity and case. Thanks Jo

  1. Implicit member avatar

    Implicit Inc. Provider

    2 years ago

    Hi,

    You can archive email to any record that has relationship with the emails module. You can see this list by clicking on the manual archive button, selecting the third checkbox "Associate the email message with this record" and clicking the "Related To" drop-down list. Please see https://www.outlook-integration.com/Docs/frontendsuitecrm#manual_email_archiving_dialog

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  • 7.0.0 to 8.4.2
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