Outlook Plugin to Sugar Connect

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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  • 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

    Sr. Manager, Product Management

  • HI Andrew

    Is there a possibility that this functionality will be added moving forward?

  • We will definitely take this enhancement request under advisement. I can see and understand how OPI enabled your use cases.

    I will say that Sugar Connect gives you the ability to search for other records to relate the email to when archiving a message. You could relate the email to an opportunity, for example, and easily find the email while viewing the opportunity. The archived email is assigned to the person that archived it so they can easily filter down to emails assigned to them instead of relying on initials in the subject line.

    Andrew Blue

    Sr. Manager, Product Management

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  • We will definitely take this enhancement request under advisement. I can see and understand how OPI enabled your use cases.

    I will say that Sugar Connect gives you the ability to search for other records to relate the email to when archiving a message. You could relate the email to an opportunity, for example, and easily find the email while viewing the opportunity. The archived email is assigned to the person that archived it so they can easily filter down to emails assigned to them instead of relying on initials in the subject line.

    Andrew Blue

    Sr. Manager, Product Management

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