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Thread: Sync to outlook for Assignee

  1. #1
    algorithme is offline Member
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    Unhappy Sync to outlook for Assignee

    Hi,

    The way we use Sugar in my company, it is an internal resource that convert Lead to opportunity and contact. Thus the contact will be sync'ed to this person' outlook what is not what we would like. Is there a way of automatically sync to the person that is "Assigned to" (the BD).
    I have seen that this data is in the contacts_users table, but a row is added only when the BD itself edit or create the contact.
    Any idea?
    Thanks
    Guillaume

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Sync to outlook for Assignee

    Sounds like something you should be able to handle via a logic hook as you could set one up that automatically configures the Outlook sync portion for you.
    Regards,

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

    ________
    | Projects: |_____________________________________
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    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    algorithme is offline Member
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    Thumbs up Re: Sync to outlook for Assignee

    Thanks, I hae started to look into this.
    Since I am On-Demand, I have coded in a development environment hosted in my company, but now I am not sure how to "send" it to the environment.

    have a good day

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Sync to outlook for Assignee

    You'll need to package it up as a Module with a manifest file and then use the Module Loader tool to apply it.
    Regards,

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

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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