SugarCRM announced last week that version 2.4.0 of the Sugar Outlook plugin is now available.  The following features were added along with a number of bug fixes:

  • The side panel has received a variety of updates, including:
    • Key information for synced records is now displayed in Contacts, Calendar, and Tasks views
    • Lead records can now be created via the Mail view side panel
    • Users can now relate new records to the current record for specific subpanels using 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
  • 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 checking is performed across all modules where new Sugar records can be created via Outlook
  • Users now have the option to search and select an existing account record when creating leads in Outlook
  • The “Lookup Sugar Address” option now allows users to search and select Sugar contacts and leads as invitees to calls or meetings
  • The Sugar category in Outlook syncs to the Sugar record’s Tags field on the initial sync from Outlook to Sugar
  • Additional time frames (1, 2, 3, and 5 minutes) have been added to the “Automatically sync every” option
  • 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)
  • The Outlook plug-in can now connect to Sugar by uploading your own SSL certificate
  • Users now have an option to have modules which are hidden in Sugar be displayed in the Outlook plug-in

More information here.

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