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Sync for Gmail - link emails to Opportunities/Tickets

Status: New
by Employee on ‎11-20-2014 03:24 AM

When using Sync for Outlook, you can record an email to history in CRM. This automatically links it to an account and contact. Using the  ‘Display History record before saving’ setting also enables you to link the email to an Opportunity or Ticket before saving to CRM.


When using Sync for Gmail, you can record an email to history in CRM. This automatically links it to an account and contact. Unlike the Outlook plugin, you cannot ‘Display History record before saving’.


Once the email has been recorded to CRM, it is not possible to edit the Opportunity or Ticket fields to link it to a related record.


It would be incredibly useful if it was possible to link the email to an Opp or Ticket within Gmail.


If not, we at least need to be able to edit these fields in the History Detail form once the email history has been created.


by Gold Super Contributor
on ‎11-20-2014 06:26 AM

IMHO - You have found yet another example where there are inconsistent features/actions across the various SLX client apps.


There needs to be an official document that lists ALL these features/functions and:

     A - maps them to the client types (including the SData portal

     B - has notes to show how a particular feature/function may act differently

     C - a road map detailing the priority and when the inconsistency will be fixed.


FYI - 

We already have a precedent for something like this – the compatibility doc.



Doing this would solve a LOT of issues. 

.. an simple excel spreadsheet would do ;-)



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