by Implicit Inc.

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.

Cancel at any time!
Free Trial

#2619 - Is it possible to show custom modules in the sidebar?

Closed General Question created by jbrown1 2 years ago

Hello,

I'm wondering if it is possible to show custom modules in the outlook sidebar? and archive emails to custom modules?

  1. Implicit member avatar

    Implicit Inc. Provider

    2 years ago

    Hi,

    Yes, you can add custom modules to sidebar (see sidebar configuration under options). You can also archive email to custom modules. Note that in order for you to add custom modules to sidebar, the custom module needs to have relationship with either the contact/lead or account. In order to archive email, the custom module needs to have relationship with email (activities)

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...