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.

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0 Alex Nassi over 10 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

Alex Nassi
Digital CX Operations Director
SugarCRM
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0 Alex Nassi over 10 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

Alex Nassi
Digital CX Operations Director
SugarCRM
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Vote Up 0 Vote Down

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