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

  • 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.

  • Just to add another use case to that: When creating a ticket from a Case, our Technical Support team is adding small tags to the subject line, that we then use as starting criteria for a BPM process that handles these Emails (or rather, the Cases), in a speecific way (setting statuses, assignees, close dates etc.)

    E.g. if they add the word/tag "ts.short", the resulting Case is immediately closed, the close date is set, the prioirty set to Medium etc.

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  • Just to add another use case to that: When creating a ticket from a Case, our Technical Support team is adding small tags to the subject line, that we then use as starting criteria for a BPM process that handles these Emails (or rather, the Cases), in a speecific way (setting statuses, assignees, close dates etc.)

    E.g. if they add the word/tag "ts.short", the resulting Case is immediately closed, the close date is set, the prioirty set to Medium etc.

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