I just started to use outlook plugin. Looks great, works pretty well.
I have one important need, that probably available, but do not know how.
Usually my focus is on the opportunities. I link my emails to different opportunities. In the same time for one contact I have several opportunity. I archive the first email to the opportunity. After that is it possible, that the system automatically does this if a new email arrives to the same discussion?
Would be great to have this, because all the time to do this manually…not effective, too many time.
Maybe you could do this with a Workflow, but I don’t know exactly how, I don’t know your way of working, and I don’t have experience with the Worklfow module…
I don’t think we have that feature. I know there’s a similar mechanism with Cases, to recognize emails related to a Case, but not with opportunities. I’m not 100% sure, though.
Do not know exactly the version of Sugar. Anyway, this would be an important feature to have.
If this is not available…I need to look for alternative crm solution.
Ok. I don’t know the size of your budget, if this is a company project with some money you can extend and customize SuiteCRM to fit your needs. Starting with a “zero” price-tag leaves some room for that sort of thing - and then you can contribute back to the community.
But I understand if that’s not possible, you might need to look for something else. You won’t find a free CRM with more features than SuiteCRM, but maybe if it has the exact feature you need, you’re lucky.
