We’re experiencing ongoing issues when logging emails from Outlook to Acumatica using the Outlook Plug-In for the Modern UI. I wanted to share details to see whether others are encountering similar behavior and if there are known fixes, best practices, or upcoming improvements.
Record Visibility Issues
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When attempting to link an email to an existing Case, Opportunity, or Project, the case often does not appear in the selection list after choosing a Contact or Business Account.
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Opportunities do not consistently appear when searching or filtering, making it difficult to associate emails with the correct record. Often you must search the Opportunity Name or # to find it.
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In some scenarios, opportunities only appear after clearing filters or using very specific search behavior, which feels inconsistent.
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When linking an email to a Contact only, the activity appears solely under the Contact’s Activities. In prior versions, this activity was also visible under the related Business Account / Customer Activities, providing better visibility. It seems you must link the email to the Contact and Business Account/Customer record to now see it in those activities as well.
Reduced Usability in the Modern UI Outlook Plug-In
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The Modern UI Outlook Plug-In requires more clicks to log an email compared to previous versions.
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The workflow feels less intuitive, particularly for users who frequently log emails to Cases, Opportunities, or Projects.
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It’s often unclear why certain records are unavailable for selection during the email-linking process.
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In earlier versions, users could select a Contact, Business Account, or Customer and easily see all related records (Cases, Opportunities, Projects, etc.), which no longer appears to be the case.
Questions for the Community / Acumatica Team
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Are others experiencing missing or inconsistent results when linking emails to Cases, Projects, or Opportunities via the Outlook Plug-In for Modern UI?
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Are there any known issues, fixes, or upcoming updates planned to address record visibility or usability?
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Are there recommended configuration settings or best practices that improve record lookup and activity visibility without the additional clicks?
This functionality is critical for CRM activity tracking and user adoption, so any insight or shared experience would be greatly appreciated.