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Thread: E-mail attached to history

  1. #1
    cperko is offline Sugar Community Member
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    Default E-mail attached to history

    Hey all,

    I wanted to see if it was possible to set up sugar so that when I receive an e-mail from someone in my contact list, if it could attach the email to the opportunity in the History section. I also want this to happen when sending an outgoing mail to a contact.

    Thanks!

    Chris

  2. #2
    AlexAv's Avatar
    AlexAv is offline Sugar Community Member
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    Default Re: E-mail attached to history

    HI,
    I don't know if it is in a standart functionality. But we can to develop this.

  3. #3
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: E-mail attached to history

    Quote Originally Posted by cperko View Post
    Hey all,

    I wanted to see if it was possible to set up sugar so that when I receive an e-mail from someone in my contact list, if it could attach the email to the opportunity in the History section. I also want this to happen when sending an outgoing mail to a contact.

    Thanks!

    Chris
    You can definitely do that, but it won't do it automatically. You can link it to the opportunity by using the relate option on the e-mail window, then selecting the appropriate Opportunity.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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