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MS Outlook Plug-in Release Notes 2.0.0

Overview

This document describes the feature enhancements, as well as known and fixed issues for the Sugar Plug-in for Microsoft Outlook 2.0.0.

Note: Plug-in version 2.x is available for use with Sugar 7.x. For Sugar instances running 6.x, use the Sugar Plug-in for Microsoft Outlook version 1.x. For more information, please refer to the Plug-ins Supported Platforms.

Feature Enhancements

The following feature enhancements are included in this release of the Sugar Plug-in for Microsoft Outlook:

  • Option to view related records for Accounts in Email Archiving window : Users now have the ability to view the account's related contacts, opportunities, and cases by clicking the Plus icon in the Email Archiving window.
  • Selecting modules for record creation via the New Sugar Record option : Only modules (e.g. Accounts, Contacts, etc.) that are displayed in Sugar can now be selected for record creation via the New Sugar Record option. 

Fixed Issues

The following issues have been resolved in this release of the Sugar Plug-in for Microsoft Outlook. Case Portal users can use the following links for more details about each issue:

  • 72487 : Invitee details do not get pushed to Sugar as expected when Outlook calls and meetings are synced to Sugar.

Known Issues

The following are known issues in this release of the Sugar Plug-in for Microsoft Outlook. Case portal users can use the following links for more details about each issue:

  • 73030 : Attempting to drag and drop an email onto the Sugar record in the Archiving Email window does not work as expected when archiving to Sugar.
  • 73113 : Installing the Sugar Plug-in for Microsoft Outlook 2.0.0 does not override the previously installed version of the Outlook plug-in if the selected installation option (Everyone, Just me) is different between the two installed versions. To resolve the issue, please uninstall both versions of the Outlook plug-in then re-install the Sugar Plug-in for Microsoft Outlook 2.0.0. 
  • 73494 : The Outlook plug-in sync may not work and display an error if the mail account associated to the synced folder (e.g. Contacts folder) is deleted.