https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/324/save-options-in-sugar-connecten-USTelligent Community 12https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/324/save-options-in-sugar-connectWed, 17 Nov 2021 06:24:12 GMT5c521d64-519d-47a6-9065-134618b211bf:b2a760e6-1d3d-4472-b4ef-f15ea2633f88Alex Nassihttps://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/324/save-options-in-sugar-connect#commentsCurrent Revision posted to Quick Tips by Alex Nassi on 11/17/2021 6:24:12 AM<br /> <p>If you&#39;ve used&nbsp;Sugar Connect, you might have noticed there are two different choices when it comes to saving: <strong>Quick Save to Sugar</strong> and <strong>Save with Options</strong>.&nbsp;</p> <p><img alt=" " src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-00-35/pastedimage1600468222626v1.png" /></p> <p>What&#39;s the difference between the two?&nbsp;</p> <ul> <li><strong>Quick Save to Sugar:</strong>&nbsp;will instantly archive the email and its attachments to Sugar and relate the email to the Sugar record with a matching email address.</li> <li><strong>Save with Options:</strong>&nbsp;will select which attachments to save and select the Sugar record(s) that you want to relate the archived email to.</li> </ul> <p>Having both buttons gives the user the opportunity to select which one works best on a given email. So if you&#39;re sending an email to a business contact and want to make a quick save, select <strong>Quick Save to Sugar</strong>. If your email is related to an opportunity, technical support case, or&nbsp;other record type be sure to select&nbsp;<strong>Save with Options&nbsp;</strong>so you can align it with the matching records in Sugar.</p> <p>Thanks to&nbsp;<a href="/members/erik-tavenner">Erik Tavenner</a>&nbsp;for this useful tip!</p><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: Tip of the Week</div> https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/324/save-options-in-sugar-connect/revision/1Fri, 25 Sep 2020 23:00:30 GMT5c521d64-519d-47a6-9065-134618b211bf:b2a760e6-1d3d-4472-b4ef-f15ea2633f88Brie Rowehttps://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/324/save-options-in-sugar-connect#commentsRevision 1 posted to Quick Tips by Brie Rowe on 9/25/2020 11:00:30 PM<br /> <p>If you&#39;ve used&nbsp;Sugar Connect, you might have noticed there are two different choices when it comes to saving: <strong>Quick Save to Sugar</strong> and <strong>Save with Options</strong>.&nbsp;</p> <p><img src="/resized-image/__size/320x240/__key/communityserver-wikis-components-files/00-00-00-00-35/pastedimage1600468222626v1.png" alt=" " /></p> <p>What&#39;s the difference between the two?&nbsp;</p> <ul> <li><strong>Quick Save to Sugar:</strong>&nbsp;will instantly archive the email and its attachments to Sugar and relate the email to the Sugar record with a matching email address.</li> <li><strong>Save with Options:</strong>&nbsp;will select which attachments to save and select the Sugar record(s) that you want to relate the archived email to.</li> </ul> <p>Having both buttons gives the user the opportunity to select which one works best on a given email. So if you&#39;re sending an email to a business contact and want to make a quick save, select <strong>Quick Save to Sugar</strong>. If your email is related to an opportunity, technical support case, or&nbsp;other record type be sure to select&nbsp;<strong>Save with Options&nbsp;</strong>so you can align it with the matching records in Sugar.</p> <p>Thanks to <a href="/members/erik-tavenner">Erik Tavenner</a> for this useful tip!</p><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: Tip of the Week</div>