Sync CRM-Related Contacts in Sugar to Email Linked Contacts

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By Default, Riva Cloud and Riva On-Premise Do Not Populate the "Linked Contacts" List

Some users have enabled "linked contacts" in Outlook so that a linked list of contacts can be displayed for meetings and tasks.

outlook-options-linked-contacts.png

When Riva syncs new Sugar meetings to Exchange, it creates an appointment with an attendee list in the user's mailbox. By default, Riva does not populate the "linked contacts" list.

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Make Riva Cloud or Riva On-Premise Populate the Linked Contacts List

Riva can be configured to add Sugar meeting contacts (attendees) to the Exchange appointment-linked contacts list from this point forward, but Riva does not add them to Sugar meetings that have been previously synced to Exchange.

Implementation for Riva Cloud

Implementation for Riva On-Premise

Riva On-Premise 2.4.32 or higher includes an advanced custom option that can be applied to a Riva Exchange sync policy for Sugar that will populate the "linked contacts" list.

To make Riva On-Premise populate the linked contacts list:

  1. Apply the following advanced custom option to the sync policy:

    "Sync.Sugar.SetContactAttendeesToContactLinks" = "true" (Enables the option.)

    Note: To make Riva On-Premise stop populating the linked contacts list, set the advanced custom option to false.

  2. Save the sync policy.

Results in Outlook; Operational Notes

Riva Cloud or Riva On-Premise adds the Sugar meeting attendees to the Exchange appointment "linked contacts" list:

contacts-link-full.png

Operational notes:

  • If the Sugar meeting includes one or more related contacts, Sugar normally saves those as attendees to the Sugar meeting, and Riva Cloud or Riva On-Premise syncs those to the Exchange appointment as attendees and adds them to the linked contacts list.


    contacts-link-full-pri-contact.png

  • If you want related contacts from Sugar meetings added to Exchange appointment linked contacts but not added to the appointment attendee list, edit the Sugar meeting, and remove the related contacts from the attendee list.

  • Syncing the CRM-related contacts from Sugar to Exchange may work only for newer versions of Sugar that support it. Older versions of Sugar may support adding related contacts, but will not sync those as attendees to meetings.

Applies to

  • Riva Cloud for Exchange and Sugar.
  • Riva On-Premise 2.4.32 or higher for Exchange and Sugar.

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