MS Outlook Plug-in Release Notes 2.1.0

Overview

This document describes any feature enhancements, as well as known and fixed issues for the Sugar Plug-in for Microsoft Outlook 2.1.0. For information about supported versions of Outlook, 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:

• Ability to archive emails to Sugar via Right-click menu : Users can now archive emails to Sugar via the Archive to Sugar option in the email's Right-click menu.
• Additional record data displays in Archiving Email window : Additional record information (e.g. title, office phone, etc.) now displays to the right of the matching record's name in the Results panel of the Archiving Email window.   
• Contacts Side Panel : Users are now able to view matching Sugar contact details via the side panel when viewing emails in Outlook.
• Create new Account option : The Outlook plug-in now allows users to create accounts in Sugar via the Create new Account option in the Select Account window.   
• SugarCRM Plug-in Options : The SugarCRM Plug-in Settings option and About SugarCRM Plug-in option now appear under the ADD-INS tab of Outlook.    
• User interface improvements : The following are some additional changes made to the user interface:
  • Sugar option icons (e.g. Archive to Sugar, Sync to Sugar, etc.), as well as module-specific icons (e.g. Accounts, Contacts, etc.), have been enhanced for better user experience.
  • The Results panel in the Archiving Email window now display checkboxes next to each record for better usability. 

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:

• 73043 : Syncing contacts between Outlook and Sugar may not work as expected when possible duplicate contacts exist. 
• 73852 : Archiving an existing email does not populate the search box in the Archiving Email window as expected with the email address(es) in the To field.
• 74120 : The Outlook Plug-in may not archive emails to Sugar as expected.
• 74671 : Syncing Outlook meetings to Sugar may not work as expected if the user is assigned a role in Sugar where access is disabled for a module (e.g. Leads).

• 74676 : Syncing meetings to Sugar may fail and result in an error.  

Known Issues