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Sugar Plug-in for Outlook 2.4.0

Gabriela Guelman

Hi,

When archiving an email from Outlook to Sugar a user only has access to accounts and leads. Is it possible to enable contacts as well?

Please find pictures attached for better understanding. FYI The screenshots were taken from users with different SugarCRM roles.

Thanks!

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  • 0

    Hi Gabriela, 

    Yes, you can enable access to Contacts for the user in Administration > Role Management. 

    For the first user access to Contacts seems disabled there so you can check his roles from his user profile in the "Access" tab. If the user is in different roles the most-restrictive setting will prevail, so if one role setting enables Contacts and another one disables it for the same user then it Contacts will be disabled. 

    The role access between Outlook and Sugar is the same, so it is not possible to disable access to Contacts in Sugar and enable it in Outlook. 

    Can you check and let me know if enabling Contacts in all assigned roles of that user solves this? 

    Thanks,

    Dennis

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  • 0

    Hi Gabriela, 

    Yes, you can enable access to Contacts for the user in Administration > Role Management. 

    For the first user access to Contacts seems disabled there so you can check his roles from his user profile in the "Access" tab. If the user is in different roles the most-restrictive setting will prevail, so if one role setting enables Contacts and another one disables it for the same user then it Contacts will be disabled. 

    The role access between Outlook and Sugar is the same, so it is not possible to disable access to Contacts in Sugar and enable it in Outlook. 

    Can you check and let me know if enabling Contacts in all assigned roles of that user solves this? 

    Thanks,

    Dennis

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