CRM Assistant for Gmail™

Is there a free trial available before purchasing the add-on?

The Gmail add-on can be downloaded for free on Google Workspace, but users will need a license key from SugarOutfitters to use the add-on. You can try the add-on with the license key for free for up to 30 days.

Can I use CRM Assistant on mobile devices?

All Gmail add-ons, including CRM assistant, are compatible with mobile devices.

Can I save my email attachments to SugarCRM with the add-on?

Yes. You have the option to save the attachment while saving an email, and they will be saved as notes linked to the Email record. You can also save attachments as standalone documents.

I am unable to connect to the CRM using the add-on. What could be the issue?

There could be various reasons why you are unable to connect the Add-on to the CRM. Please try the following steps:

• Make sure your license key is correct. To get a valid key, please make a purchase from SugarOutfitters.
• Make sure that the user is enabled. SugarCRM admins can enable and disable users.
• Make sure your base URL, username, and password are correct.

If you're still facing issues, please reach out to product.support@rolustech.com for assistance.

Can multiple users within an organization use the add-on?

Multiple users within an organization can use the add-on, but each user has to be enabled by the SugarCRM administrator.

Which CRM modules are supported by CRM Assistant?

The add-on lets you create, edit, and delete records in several modules, which include Contacts, Accounts, Leads among others as well as custom modules.

What are the different payment options to use the CRM Assistant add-on?

There are two pricing plans for CRM Assistant: per user per month, and per user per year. To subscribe, please make a purchase at SugarOutfitters, and activate the Gmail add-on using the provided license key.

Can I use CRM Assistant with any email service provider?

CRM Assistant is a Gmail add-on. You can install it on your Gmail account from Google Workspace.

How many email addresses can I add to the Auto-Archive list?

You can choose to automatically archive future emails for up to 10 addresses. The auto archive list is cleared when you log out from the add-on.

Can the add-on be customized to fit specific business needs or workflows?

Yes. If you have specific requirements beyond the standard package, we can customize the add-on according to your needs at an additional cost. Please contact product.support@rolustech.com for further assistance.

My attachments aren't being archived. What is wrong?

There is a limit to the size of the attachments that can be archived in SugarCRM. It depends on the version of php you are using. If you want to archive large attachments, edit the php.ini file (found in the etc folder on your server where CRM is hosted) and increase the value of upload_max_filesize.