by lvanderzande

Sugar Sweet CRM - SuiteCRM Outlook Add-in. Supports Mac OS / Windows / Browser (IE, Chrome, Edge, Safari). Quickly Create Contacts/Leads/Prospects from inside Outlook. Archive Files/Emails to Contacts and Leads. More to come! (If you have any use requests please email me at lvanderzande@cognitusconsulting.com)

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#1901 - Functionality?

Open General Question created by bfelinski 7 months ago

I have watched the video introduction. I see with the plug-in a user can search for existing contact or create new contact. Also, can attach email to contact file. When creating a contact does the plug-in provide method to associate to existing company other than typing company name? i.e. dropdown or search of current account entries.

Can user see other information attached to the contact such as history data like notes?

Similarly, can user click the account / company data to view history data about the company?

Thank you

  1. lvanderzande member avatar

    lvanderzande Provider Affiliate

    7 months ago

    Hi bfelinski,

    I will look into these suggestions!

    Currently working on account name search + relationship
    account-name-search.png

    Thanks,

    Lars van der Zande

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