RT GSync 4.0 Release Notes
- Added:
- Related record of a document in SugarCRM to directory mapping in Google Drive
- Parent of Drive file to related record mapping in SugarCRM
- How it Works:
- A document related to an Account e.g. Honda will sync to Google and will be placed in the directory (SugarCRM/Accounts/Honda)
- A document placed in the SugarCRM/Leads/Toyota will be synced to SugarCRM and will attach to a Lead named Toyota (a new lead will be created in case)
- Known issues:
- Changing the file folder will not unlink it from its related record unless the file is edited (name/description/version etc)
- If a record is created and more than one document is attached before syncing, separate directories will be created for each file.
- Moving files between record directories (.e.g SugarCRM/Accounts/Honda) might not result in desired outcomes
- Special Instructions:
- It is a good idea to perform Repair and Rebuild after installation (not required)
- Try not to change the description of SugarCRM directories in Google Drive, if editing is necessary, try to append it at the end
- Compatibility
- Compatible from SugarCRM 7.11 to 9.0
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