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Outlook Plugin to Sugar Connect

Joseph McCann

Hi 

I hoping some one here can answer my question, we have recently moved over to Sugar Sell with Sugar Connect, previously using the plugin for outlook, my question is, when we used the plugin we were able to change the subject line to a shorter title, this helped our team with consistency, is this possible in Sugar Connect.

Thanks for your help in advance.

Joe 

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  • 0 Sugar Employee Badge

    At this time, Sugar Connect does not provide a way to edit an email's subject or body before it is archived into Sugar. This was a conscious decision to preserve the integrity of the email as it is saved into Sugar.

    What is the desired outcome of changing the subject? You mention changing the subject of the email for consistency. Is this to help with searching for an email at a later point? Is there some sort of naming convention or process you use in your organization? 

    Andrew Blue

    Product Manager - Sugar Connect

  • 0 in reply to Andrew Blue

    Its very important that this feature is made available.  We may get a PO from a customer with a subject line of "Happy Birthday" be cause it was a string of emails that started with that subject line.  By changing the subject line to "PO#12345.  we are able to search for that PO#.  We use it as a tool because many people can archive emails to an account.  Sales will put their initials in the beginning of the subject line so they can filter easier and find all of the emails they initiated.  The pricing area may use PRICE or RFQ.  We use it as a "Reason" for that email to be archived.  It can say "Answer" or "Question", etc.  It is used in many ways to find emails that may be done weeks or months before.

  • 0 in reply to Mark Blaszka

    Totally agree with Mark we change the subject line to ensure consistency across our accounts and enable us to find key emails quickly.

    I am surprised this issue has not been raised before and is not highlighted in any of the guidance notes comparing the plugin to Sugar Connect.  This for us seems a very backward step.

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  • 0 in reply to Joseph McCann

    Not an ideal solution but a possibility, if you forward an email you wish to archive to one of your accounts it enables you to change the subject line, then using archive with options on the second tab select the account or person you wish to archive this email to.  Downside it does away with the history of who you are communicating with but enables you to quickly see using your own terms what emails are coming and going.

    As i say not a great solution, but a possibility.