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Thread: Archiving email with outlook plugin

  1. #1
    rleroux is offline Sugar Community Member
    Join Date
    May 2008
    Posts
    68

    Default Archiving email with outlook plugin

    I have a lead that was converted to a contact and an account when they became a customer.

    I reciently took an email in outlook 2003 and archived it (using the archive feature in the outlook plugin 4.5.1 - running on Windows XP). My 'contact' only exists under "accounts", "contacts", and "leads' (converted). However, even though the person's email address matches that what is recorded in Sugar, the archived email is not attached to the appropriate account, instead everything that I'm archiving is being dumped into "Archive email", this is extremely frustrating, furthermore, once a message is in "archived email" you cannot attach it to a record.

    Why is this occuring?

  2. #2
    rleroux is offline Sugar Community Member
    Join Date
    May 2008
    Posts
    68

    Default Re: Archiving email with outlook plugin

    Here's an interesting note.

    From what I experienced after posting this question, If there is an existing "account" after converting a lead to an "account", when you archive messages to the desired account, they do not appear in history, the message only show up when you click on "My Archived Messages".
    However, if you create an "account" from scratch (do not convert lead), the archived message will appear in the appropriate account's history.

    Anyone have an explanation?

    Sugar 4.5.1
    Sugar Outlook Plugin 4.5.1
    Running Office 2003

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