Archive Email
Archive Email
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Mark Read | Automatically mark archived item as read. Default value: y |
| Mark Archived | Set 'y' to mark as 'archived' (othewise it is marked as 'read' or 'sent'). Default value: y |
| Post Action | Operation to perform when email is first archived. Default value: None |
| Folder for Post Action | If Move or Copy post action is selected then target folder should be specified here. Default value: [Inbox] |
| Incoming | Treat this email as incoming (i.e. use 'From' field to find related items). Default value: auto |
| Find Contact | Find Contact by email and archive to it (save to History tab). Default value: y |
| Find Account | Find Account by email and archive to it (save to History tab). Default value: y |
| Find Lead | Find Lead by email and archive to it (save to History tab). Default value: y |
| Auto Create Lead | If no matching Contact, Account or Lead found then create a Lead matching email sender (or email recipient if email is outgoing). Default value: y |
| Lead Name | How to treat contact name (fl = First Last, lf = Last First) when creating a new lead from E-Mail ('Auto Create Lead' should be set to 'y'). Default value is 'fl'. Default value: fl |
| Archive Attachments | Switch off if you do not want to archive email attachments. Default value: y |
| Attachment Size Limit | Attachments with size (in bytes) over this limit are not copied to SugarCRM. -1 - no limit. Default value: -1 |
| Attachment Include Filter | Semicolon or comma separated list of file name wildcards. Attachments that do not pass this filter are not archived. . - allow all attachments. Empty value allows all attachments to be archived. Default value: *.* |
| Attachment Exclude Filter | Semicolon or comma separated list of file name wildcards. Attachments that pass this filter are not archived. Example: signature.jpg - do not archive attachments with such a name. Empty value allows all attachments to be archived. |
Find or Create Account
Try to find an Account by email address or create new
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
Create Lead
Create Lead from Email data
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
Create Opportunity
Create Opportunity from Email data
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Default Close Date | Sets default value for close date field in SugarCRM opportunity. Date in format 'YYYY-MM-DD'. Default value: 1970-01-01 |
| Mark Read | Automatically mark archived item as read. Default value: y |
Synchronize Opportunities (CRM->E)
Synchronize Opportunities from CRM to Exchange
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| CRM DB Table | SugarCRM DB table name for this module. Default value: opportunities |
| Mark Unread | Each time an item is added or updated mark it as unread. Default value: y |
Folders for Opportunities
Create Archiving Folders for Opportunities
| Option | Description |
|---|---|
| SugarCRM Filter | Select items allowed by filter. |
| Group in A-Z | Put archiving folders into subfolder structure A,B,... Default value: n |
| CRM DB Table | SugarCRM DB table name for this module. Default value: opportunities |
Create Case
Create Case from Email data
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Mark Read | Automatically mark archived item as read. Default value: y |
Synchronize Cases (CRM->E)
Synchronize Cases from CRM to Exchnage
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| CRM DB Table | SugarCRM DB table name for this module. Default value: cases |
| Mark Unread | Each time an item is added or updated mark it as unread. Default value: y |
Folders for Cases
Create Archiving Folders for Cases
| Option | Description |
|---|---|
| SugarCRM Filter | Select items allowed by filter. |
| Group in A-Z | Put archiving folders into subfolder structure A,B,... Default value: n |
| CRM DB Table | SugarCRM DB table name for this module. Default value: cases |
Synchronize Contacts (E->CRM)
Synchronize Contacts from Exchange to CRM
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Create Account | If CompanyName is set and CRM Account with such name is not found then create one. Default value: y |
| Find Matching Contact | For each new Exchange Contact try to find matching CRM Contact with same email address, name and company before creating new. Default value: y |
| Mark 'Sync to Outlook' | Automatically set 'Sync to Outlook' to all created or updated items. Default value: y |
Synchronize Contacts (CRM->E)
Synchronize Contacts from CRM to Exchange
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| File As in Exchange | Defines how the FileAs property of a new Exchange item is automatically formatted. Default value: SurnameCommaGivenNameCompany |
| CRM DB Table | SugarCRM DB table name for this module. Default value: contacts |
| Select Contacts | Which contacts to select form SugarCRM. Default value: All |
| Find Matching Contact | For each new CRM Contact try to find matching Exchange Contact with same email address, name and company before creating new. Default value: y |
Synchronize Accounts (E->CRM)
Synchronize Accounts from Exchange to CRM
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
Synchronize Accounts (CRM->E)
Synchronize Accounts from CRM to Exchange
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| File As in Exchange | Defines how the FileAs property of a new Exchange item is automatically formatted. Default value: SurnameCommaGivenNameCompany |
| CRM DB Table | SugarCRM DB table name for this module. Default value: accounts |
Synchronize Tasks (E->CRM)
Synchronize Tasks from Exchange to CRM
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Skip Before Date | Skip Tasks that start before the specified date (YYYY-MM-DD). Default value: 1900-01-01 |
Synchronize Tasks (CRM->E)
Synchronize Tasks from CRM to Exchange
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| CRM DB Table | SugarCRM DB table name for this module. Default value: tasks |
Synchronize Meetings (E->CRM)
Synchronize Meetings from Exchange to CRM
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Sync Attendees | Set to 'y' for attendees synchronization. Default value: n |
| Sync Attendess Match | Define, if only existing items should be matched or if new Contact or Lead should be created for unknown attendee. Default value: OnlyExisting |
| Sync Attendees Naming Convention | Specify what should come first: first name or last name when converting Outlook attendee name to CRM Lead or Contact. Default value: fl |
| Sync Recurring | Specify number of days to look ahead for recurring calendar items. This may slow down synchronization. Keep it 'n' or '0' if you don't need recurring items synchronization. Please, note: this option is only valid when folder is set to [Calendar]. Default value: n |
| Skip Before Date | Skip Appointments that start before the specified date (YYYY-MM-DD). Default value: 1900-01-01 |
Synchronize Meetings (CRM->E)
Synchronize Meetings from CRM to Exchange
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| Synchronize All | Synchronize all Meetings and Calls (ignoring 'My' attendance). Default value: n |
| Sync Attendees | Set to 'y' for attendees synchronization. Default value: n |
| Sync Attendees Notifications | Specify how Exchange should handle notifications after CRM record has been updated. Note, that Outlook may hide attendees in appointment view if no noticiations were sent by Exchange. Default value: SendToNone |
| Free/Busy Status | Specifies free/busy status that is associated with an appointment. Default value: Busy |
| Importance | Appointment importance. Default value: Normal |
| Disable Reminder for 'Held' | If meeting is marked as 'Held' in CRM then disable popup reminder in Outlook. Default value: y |
| Skip Before Date | Skip Appointments that start before the specified date (YYYY-MM-DD). Default value: 1900-01-01 |
| CRM DB Table | SugarCRM DB table name for this module. Default value: meetings |
Synchronize Calls (E->CRM)
Synchronize Calls from Exchange to CRM
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Sync Attendees | Set to 'y' for attendees synchronization. Default value: n |
| Sync Attendess Match | Define, if only existing items should be matched or if new Contact or Lead should be created for unknown attendee. Default value: OnlyExisting |
| Sync Attendees Naming Convention | Specify what should come first: first name or last name when converting Outlook attendee name to CRM Lead or Contact. Default value: fl |
| Sync Recurring | Specify number of days to look ahead for recurring calendar items. This may slow down synchronization. Keep it 'n' or '0' if you don't need recurring items synchronization. Please, note: this option is only valid when folder is set to [Calendar]. Default value: n |
| Skip Before Date | Skip Appointments that start before the specified date (YYYY-MM-DD). Default value: 1900-01-01 |
Synchronize Calls (CRM->E)
Synchronize Calls from CRM to Exchange
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| Synchronize All | Synchronize all Meetings and Calls (ignoring 'My' attendance). Default value: n |
| Sync Attendees | Set to 'y' for attendees synchronization. Default value: n |
| Sync Attendees Notifications | Specify how Exchange should handle notifications after CRM record has been updated. Note, that Outlook may hide attendees in appointment view if no noticiations were sent by Exchange. Default value: SendToNone |
| Free/Busy Status | Specifies free/busy status that is associated with an appointment. Default value: Busy |
| Importance | Appointment importance. Default value: Normal |
| Disable Reminder for 'Held' | If meeting is marked as 'Held' in CRM then disable popup reminder in Outlook. Default value: y |
| Skip Before Date | Skip Appointments that start before the specified date (YYYY-MM-DD). Default value: 1900-01-01 |
| CRM DB Table | SugarCRM DB table name for this module. Default value: calls |
Synchronize Leads (E->CRM)
Synchronize Leads from Exchange to CRM
| Option | Description |
|---|---|
| Ignore Category | Ignore exchange items with this categories (, or ; separated list). |
| Select Category | Only use items having this category (empty - all items; , or ; separated list). |
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: Archived |
| Sync Private Items | Set 'n' to exclude private items from synchronization. Default value: n |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
Synchronize Leads (CRM->E)
Synchronize Leads from CRM to Exchange
| Option | Description |
|---|---|
| Assign Category | Assign these categories to created items (, or ; separated list). Default value: CRM |
| SugarCRM Filter | Select items allowed by filter. |
| Remove Deleted Items | This option forces deletion of target items created by synchronizer. Only items created by synchonizer are deleted. Merged items stay undeleted. Default value: n |
| Check Folder | Treat moved items as deleted. If item is moved or soft-deleted in Outlook it is still may be found. Setting this option to 'y' forces such items to be assumed as deleted. Default value: n |
| File As in Exchange | Defines how the FileAs property of a new Exchange item is automatically formatted. Default value: SurnameCommaGivenNameCompany |
| CRM DB Table | SugarCRM DB table name for this module. Default value: leads |