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Sugar Connect - How to relate an Email to an Opportunity searching by additional fields

Manuel M

Hi all,

when you want to Archive with Options an Email you can search an Opportunity (or another kind of Record) only by Name.
On our CRM we often refer to an Opportunity by Code (custom field ) or Account Name.

How to search by those two fields archiving inside the right Opportunity?

We'd like to avoid the redundancy of repeating Code and Account inside the Opportunity Name.

Thanks

  • 0

    On the Archive with Options dialog, go to the search tab. If you use a capital OR in your search, it will return items that match either one of your search criteria. Perhaps this will help you search by a code OR account name.

    Andrew Blue

    Product Manager - Sugar Connect

  • 0 in reply to Andrew Blue

    Now I'm trying an updated Sugar Connect connected to a Sugar Sell 12.3.0.
    It seems it works like the Global Search section now: the list returned is the same. 
    So it's acceptable. Not the best imho, because if you search a specific code, you could get other Opportunities before the one you want. Our code yyyy-nnnn is treaten splitted. So it searches for year and then for nnnn id. 
    Let me say that operators like OR or AND are useless:
    you can search "2023-0001 AND ACCOUNTNAME" or "2023-0001 OR ACCOUNTNAME" and you'll get the same list.
    Anyway, it's nice because the Opportunity you want in this case goes at the top of the list.

    Thanks