MS Outlook Plug-in Release Notes 2.4.0

Overview

This document describes any feature enhancements, as well as fixed and known issues for the Sugar Plug-in for Microsoft Outlook 2.4.0. 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:

• Side Panel : The following enhancements have been implemented for the side panel: 
  • The side panel is now available in the People, Calendar, and Tasks views to display key information for synced records.
  • Lead records can now be created via the Mail view side panel.
  • Specific subpanels now allow you to relate new records to the current record via the Plus icon.
  • The Emails subpanel is now available to display related emails.
  • Users can now load additional related records or close the subpanel back to the default view using the Up and Down arrows in the subpanel.  
• Create relationships during sync : Users can now relate Outlook contacts, calls, meetings, and tasks to Sugar records via the "Mark to Sync and Relate" and "Save, Mark to Sync and Relate" options. 
• Duplicate check : Duplicate check is performed across all modules where new Sugar records can be created via Outlook. 
• Relate Sugar account to new leads : Users now have the option to search and select an existing account record when creating leads in Outlook.
• Lookup Sugar Address option for calls and meetings : The Lookup Sugar Address option now allows users to search and select Sugar contacts and leads as invitees to calls or meetings. 
• Sugar category sync : The Sugar category syncs to the Sugar record's Tags field on the initial sync from Outlook to Sugar. 
• Automatic sync option time frames : Additional time frames (1, 2, 3, and 5 minutes) have been added to the "Automatically sync every" option in the General tab of SugarCRM Plug-in Settings. 
• Logging level and Log writer type options : Users can now specify the logging level (e.g. Fatal, Error) to be captured in the log as well as select the log writer type (e.g. File, Windows event log).
• Option to upload SSL certificate : The Outlook plug-in can now connect to Sugar with your own SSL certificate by uploading the file via the Advanced tab in SugarCRM Plug-in Settings. 
• Ignore Sugar modules visibility settings : Users can enable this option in order to have modules which are hidden in Sugar be displayed in the Outlook plug-in.

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:

• 64085 : The automatic sync process between Outlook and Sugar may cause unexpected behavior.
• 76279 : Modules (e.g. Contacts) that are hidden in Sugar may display in Outlook.  
• 77688 : When syncing Outlook activities (e.g. meetings) that have empty files attached, the attachment may not sync to Sugar as expected.
• 78687 : Meetings containing single quotes in the subject may not sync to Outlook as expected and result in an error. 

Known Issues