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Thread: No Archived Emails for Leads?

  1. #1
    rbrooks is offline Sugar Community Member
    Join Date
    Oct 2007
    Posts
    11

    Default No Archived Emails for Leads?

    We're using Sugar Community Edition 5.0 and I'm using Outlook 2007 w/ the Sugar Plugin. We are, in general, very happy so far. I have a question/problem, though...

    I've been using the sales piece and creating some leads to track. I'm emailing them in Outlook 2007 and then using the plugin to archive to Sugar. When I archive an email and associate to a lead, it makes the connection and sends the info across, no problems. But here's the issue:

    When you look at the lead in Sugar, the emails don't show up in the History. In order to see the emails you have to click "View Summary" and then it shows everything in the pop-over window. Why don't the emails show up in the regular history so you can see them as part of what you've been doing? Is this a bug or have I done something wrong?

    It's not a show stopper, but it certainly is inconvenient to have to check a lead's history summary to get an "accurate" picture on how much correspondence has been going on with a potential client.

    Thanks,

    Ryan

  2. #2
    rbrooks is offline Sugar Community Member
    Join Date
    Oct 2007
    Posts
    11

    Default Re: No Archived Emails for Leads?

    Still not working the way I would have expected... I've also discovered something else... sometimes it doesn't archive emails for leads at all! or at least not in a way that can be viewed. I've just tried archiving emails to a new lead that has 2 email addresses associated with his name and they don't show up in the activity history or in the "view summary" box at all. But the outlook plugin is not balking at having done the work. <shrug>

    Anyone?

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