Hi , I am new to sugarcrm & no coder. These are the basic pointers of my case - I built a custom module (Clients) for my purpose in my SugarCRM Community Edition 6.5 using the module builder. I am also using an outlook plugin for my external email client. I need to archive the email communication using the outlook plugin. This can be achieved only when the plug-in detects the custom module. The only possible method is by creating an activities relationship for emails with the custom module in Studio. I have gone through many different threads for this issue, however, all majorly ask you to make changes to the code. As mentioned, I am no coder & hence unable to make the required changes. Is there any method with which I can create a relationship between the custom module & emails so as to get the outlook plugin to detect the custom module without making any manual changes in the coding for the CRM? Appreciate any help.

How can I get the Outlook plug-in to detect a custom module as I am unable to create an email relationship in studio for the custom module?

Hi , I am new to sugarcrm & no coder. These are the basic pointers of my case -

I built a custom module (Clients) for my purpose in my SugarCRM Community Edition 6.5 using the module builder.
I am also using an outlook plugin for my external email client.
I need to archive the email communication using the outlook plugin.
This can be achieved only when the plug-in detects the custom module.
The only possible method is by creating an activities relationship for emails with the custom module in Studio.

I have gone through many different threads for this issue, however, all majorly ask you to make changes to the code. As mentioned, I am no coder & hence unable to make the required changes.

Is there any method with which I can create a relationship between the custom module & emails so as to get the outlook plugin to detect the custom module without making any manual changes in the coding for the CRM?

Appreciate any help.

0 Alex Nassi over 11 years ago

Hi Girish,

Have you tried adding a relationship from your custom module to the Activities module?

This relationship will create a relationship to the different activities modules (Emails, Notes, Calls, Meetings, Tasks). This may help to create the relationship, thought studio, that you need for your Outlook plugin to connect properly.

I hope this helps!
-Alex
0 Girish Cholayill over 11 years ago

Hi Alex,

Thanks for replying. I did try creating a relationship with the activities module, however, it doesn't create a relation between the custom modules & the emails.

Any other suggestions that I could try?

Best Regards
Girish
0 Alex Nassi over 11 years ago

Hi Girish,

That is going to be the closest option from Sugar. This does not show the relationship in Studio, but emails are available through this method in the Activities subpanel on the custom module:

I thought that this might be enough for your plugin to recognize the custom module as I have seen this work with other plugins.

Which plugin are you using? Have you checked with the developer of the plugin you are using to see if they have any available options?

-Alex
0 Girish Cholayill over 11 years ago

Hi Alex,

Thanks for the tip. I did check with the Plug-in developer. They need to have a relationship created in the custom module, which was not being recognized by the plug-in. However, I managed to get the issue sorted by installing the Sugar Outlook plug-in & it works perfectly with all my modules.

Thank you for your time & support.

Best Regards
Girish
0 Alex Nassi over 11 years ago in reply to Girish Cholayill

Thank you for following up Girish! I am glad to hear that you have everything working now.