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Outlook Plugin searches SuiteCRM with his email address [email protected] and shows me the contact "Bob Builder (Bob the Builder inc.)"
-> I would like to see here also
a) the account of "Bob the Builder inc." (to with the contact is linked in CRM)
b) my opportunity "Scaffolding Dream House - Bob The Builder" (to which the contact is linked in CRM)
This would not only save time archiving mails (as I could select multiple data sets in CRM to which the email should be linked), but it would also (I assume) prevent double imports of the mail.
In the current state I'd have to make two rounds of archiving the same email. One for the contact, and one for the opportunity (by searching for the opportunity name).
The text was updated successfully, but these errors were encountered:
It would be such a great benefit if I could find accounts and opportunities linked to the contact by whom the email was sent.
example:
-> I would like to see here also
a) the account of "Bob the Builder inc." (to with the contact is linked in CRM)
b) my opportunity "Scaffolding Dream House - Bob The Builder" (to which the contact is linked in CRM)
This would not only save time archiving mails (as I could select multiple data sets in CRM to which the email should be linked), but it would also (I assume) prevent double imports of the mail.
In the current state I'd have to make two rounds of archiving the same email. One for the contact, and one for the opportunity (by searching for the opportunity name).
The text was updated successfully, but these errors were encountered: