• Outlook plugin and SAML for On Premise Instance

    Hello, We are facing a problem related to the Outlook Plugin for On Premise Instance : as far as I understand, the plugin is not compliant with SAML authentication because it requires Sugar Identity (Cloud Only). I don't know if one of you already…

  • Outlook plugin - Archiving possibilities linked to the visible modules

    Hello, The activities modules (notes, emails, tasks, calls, meetings) are, in my opinion, not really interesting in the list of available modules (more relevant as subpanels). When you hide those modules, the navigation is easier for my customer…

  • How can we archive emails to users in Sugar through Outlook

    Hi Everyone, When we are archiving emails from Outlook to Sugar, can we relate to Users module? If yes can anyone suggest,how we can do this.I did not find any information in the Outlook plugin guide related to this.

  • Is it possible to Add a custom module based on a Person Template to the Create New button of the Outlook Plugin

    The client had me create a custom module based on the Person Template to keep Vendor Contacts in a separate module than Customer Contacts. Now they want to be able to create a Vendor Contact in the Vendor Contacts module from the Outlook Plugin. When…

  • Prevent record creation through Outlook connector?

    Does anyone have any suggestions on preventing records from being created through the SugarCRM Outlook connector? We are on 7.x and using version 2.4.0 of the Outlook connector. I want to prevent users from creating Leads, Contacts, etc from within Outlook…