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Cannot archive emails to bwc modules from Outlook plug-in for Sugar?

Altaf Ur Rehman

Hi,

When archiving emails from outlook, I can see all modules which have a relationship with activities/Emails, custom modules too.

But contracts modules (BWC module) is not visible. I have tried by creating a relationship with emails but still not visible.

I am using outlook plugin v2.1.0.

Is there any way to archive emails from outlook to bwc modules?

Thanks.

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  • 0

    Hi Altaf Ur Rehman,

    I just tested this with 7.7 and the 2.1 version of the Outlook Plug-in on 2010 (32-bit) and was able to see the contracts module when archiving an email:

    Screen Shot 2016-05-06 at 12.13.00 PM.png

    A few thoughts that might help:

    • Make sure that the Contracts module is available in Admin > Display Modules and Subpanels. I made it available in both Modules and Subpanels to be certain.
    • If it is still not visible, try creating a relationship between Contracts and Activities, which is required for the Outlook Plug-in. It is not clear from your description if you already have this relationship.
      Screen Shot 2016-05-06 at 12.18.04 PM.png
    • Make sure you restart Outlook after these changes in Sugar for them to reflect in Outlook.

    Hope this helps!

Reply
  • 0

    Hi Altaf Ur Rehman,

    I just tested this with 7.7 and the 2.1 version of the Outlook Plug-in on 2010 (32-bit) and was able to see the contracts module when archiving an email:

    Screen Shot 2016-05-06 at 12.13.00 PM.png

    A few thoughts that might help:

    • Make sure that the Contracts module is available in Admin > Display Modules and Subpanels. I made it available in both Modules and Subpanels to be certain.
    • If it is still not visible, try creating a relationship between Contracts and Activities, which is required for the Outlook Plug-in. It is not clear from your description if you already have this relationship.
      Screen Shot 2016-05-06 at 12.18.04 PM.png
    • Make sure you restart Outlook after these changes in Sugar for them to reflect in Outlook.

    Hope this helps!

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