Scalable, Enterprise-Class solution for integrating SuiteCRM with Exchange / Office 365. Synchronize contacts, calendars and tasks. Set rules for auto-archiving of incoming/outgoing emails. Combine (optional) with an Exchange / Office 365 add-on that presents an Email Side-Panel in Outlook and allows users to view, create and edit CRM records from within Outlook.
#237 - Sync logic to be updated
2 Problems: - The sync is done to non TO recipients (E.g. when you have also CCed some people, the sync will also take into account those addresses) - Additional entities (leads etc.) are created
We propose the following logic/sequence of sync for the entities (Leads, Contacts, Accounts etc. etc.)
- Look to the list of TO recipients and sync via email address
- If no entity found via TO email, then continue to the list of CC, then the list of BCC
- If found an entity via email in the TO, CC or BCC, do not create additional entities (e.g. do not create Leads when the email is already synced to an existing Lead).
6 years ago
Hi, do you have any update for us regarding the adjustment of the sync logic as we proposed?
6 years ago
Hi. Thanks again for your suggestions. We will not be changing the sync logic at this time in order not to affect other customers.