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• Severals users on the same company

  Support January 23rd, 2018 @ 8:18 am
  

  Ok, so your plugin will only sync "contacts" from outlook to "contacts" in CRM, that is ?

  Can you tell me where the "contacts" will appared in the CRM ?

  Under a specific account ? or a specific user ?

  Exemple : I have 2 users (users1 and user2) and an account (MyCompany), then if I sync with your plugin.

  For user1 (or user2), will the contacts from outlook will be linked to the account "MyCompany" or somewhere else ?

  And then when the merge action is done ?

  Sorry for all of these questions :s

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• Severals users on the same company

  Support January 23rd, 2018 @ 7:50 am
  

  Hello again :) Just a simple question for outlook : I know for "contacts" But how to input "leads" or "accounts" in outlook ? Greeting .

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• Severals users on the same company

  Support January 23rd, 2018 @ 5:49 am
  

  Hello Denis, Thanks for your reply. So if the users don't create the contacts in their outlook, your plugin will only sync the emails (and each user will have his own copy in the CRM).

  But if the users create the contacts in their outlook, these contacts will be merged and no duplicate will be create. Which data do you use in order to merge the records ? Firstname ? Lastname ? email ?

  With this information, I will ask my users to be very vigilant on this particular data.

  Also, do you think I can have 2 licences trials in order to test on 2 computers ?

  Greeting :)

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