It has recently been spotted that there is a very useful function built into the SugarCRM Outlook plug-in which is not well!
When performing a search within the Outlook plug-in you receive a list of results which will typically include additional information about the record. For example, if searching for Accounts, the results will include the name of the account followed by, in brackets, its City, Billing County, Phone number, and email address.
Not many people know, but you can actually change, from within Sugar, what pieces of information are displayed in the brackets after the record name.
This can be particularly useful if you need to know key information at the point of archiving – e.g. are they a customer? How many employees do they have?
Knowing vital information at the correct time can be the difference between replying to that email now or later.
Got an email from a former customer? You may want to park it, or you may need to act fast to get them back on board. Received notification of payment request but they’re not a supplier? It may be a spam email, or you may be missing vital information in your CRM.
So how do you amend these pieces of information?
Within the Sugar Administration panel, navigate to the Studio, into the Module you wish to amend in the plug-in, click on Layouts and then ListView.
Typically, the first 5 fields listed in the Default column as displayed in the plug-in and relationship fields should be avoided as these will simply display the background code and related ID and not the actual name of the related record.
(Be careful, as this will also alter the list view for that module in Sugar too!)