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Support July 2nd, 2025 @ 9:33 am
Hi bayoonet,
We're currently testing the next release which includes the improvements to the search. We're hoping to release this in the coming weeks
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Support June 27th, 2025 @ 10:42 am
Is the user a validated user? In the Outlook Plugin Configuration in the CRM admin panel, is the user added to the "Outlook Users" subpanel?
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Support June 17th, 2025 @ 2:36 pm
The plugin should be installed in public/legacy/public/plugins folder, rather than moving that folder you may need to update the site_url in public/legacy/config.php and repair your .htaccess file in the Admin menu Repair area if your document root has changed from pointing to root to pointing to /public
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Support June 13th, 2025 @ 4:19 pm
Hi John,
in a browser, are you able to access the png file at https://192.168.1.6/suitecrm/public/public/plugins/SA_Outlook/assets/icon-80.png?
If you can, then that manifest url should be fine.
Are you able to share errors from the developer console, either the Inspector or the Network tab when it tries to download data from your server?
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Support June 10th, 2025 @ 8:43 am
Hi ashishsharawat8,
Are you able to return any search results when searching for leads using the plugin? If you search for just the first or last name are any results returned?
If not, can you check for any errors within the developer console in your browser or in the outlook app?
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Support June 5th, 2025 @ 4:25 pm
Hi ashishsharawat8,
The empty folders in the Users module suggests that the plugin isn't able to connect to Outlook, which should be setup in the using the instructions here: https://store.suitecrm.com/docs/SuiteCRM-official-outlook-plugin/auto-archive-functionality
If you have followed this guide, you can increase your SuiteCRM error log level to "error" in the System Settings and it should print out an exception in the suitecrm.log, which you can view in the System Settings.
For the initial search issue, this shouldn't be affected by auto-archiving setup, are you able to find results when searching for just the first name of the lead?
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Support June 5th, 2025 @ 11:15 am
Hi NLcom SDS,
Unfortunately SAML enabled SuiteCRM is currently not supported with the outlook plugin as there are some issues we need to resolve on both SuiteCRM and the plugin.
We aim to have a release with SAML support soon after the issues are resolved on the SuiteCRM side
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Support June 5th, 2025 @ 10:03 am
Would you be able to send over the manifest file for me to take a look at? If you could email it to outlook@suitecrm.com
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Support June 3rd, 2025 @ 11:36 am
Thanks for that, I don't believe these would be directly related to the addon, but if you wish to provide additional details from the developer console you can email us directly on outlook@suitecrm.com.
If the addon is not loading at all, it's often related to access issues to the CRM, where some files required for the outlook addin are stored, and you would expect to see some errors related to retrieving these files in the developer console.
It might be worth resetting correct permissions on the newly installed files depending on your server setup
Which browser and version are you using and on which OS environment? Are you able to test in a different browser?
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Support June 3rd, 2025 @ 10:50 am
Hi,
Can you confirm what version of Outlook you are using to get this error? If it's a desktop application or in a browser?
If you are able to access the developer console, do you see any errors related to the SuiteCRM Outlook add-in? Let me know if you would like assistance accessing this.
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Support June 3rd, 2025 @ 8:52 am
Hi it38,
That looks correct thank you.
Are you getting oauth2 tokens created when attempting to log in? They would be shown in a subpanel of the OAuth2 Client record.
Do you see any errors in the developer console when attempting to login? There can be more error information in the developer console.
Which version of SuiteCRM are you using and are you using the latest 4.2.1 release of the Outlook plugin?
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Support May 22nd, 2025 @ 2:37 pm
Hi Nicole,
You can try and archive the email again to the same record.
If this doesn't work, you can manually add the attachment. In SuiteCRM you would create a "Note" record and relate it to the email since you can't, by default, create a note on the attachment subpanel.
You can also directly create a Note or Document record on the record that you archived the email to if that is preferable.
If you have errors when the attachments are not successfully syncing, you can send your suitecrm.log error file to outlook@suitecrm.com and we can see if that gives us an idea of what is going wrong.
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Support May 22nd, 2025 @ 12:06 pm
Hi Nicole,
I'm not sure which "checkboxes" you are referring to, it may be a translation issue.
You should be able to resync an email from the plugin to the same Account/Contact etc.
If this doesn't work, you can manually create a Note in SuiteCRM and in the "Related To" field choose Email and type the name of the email in the input box
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Support May 22nd, 2025 @ 10:45 am
Hi it38,
Are you using a password credentials or client credentials OAuth2 Client? Password credentials are required for the Outlook plugin. If you are able to receive a bearer token otherwise this could be your issue.
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Support May 22nd, 2025 @ 10:38 am
Hi Nic,
It looks like the API is rejecting the sync of the email due to an invalid id format. This looks to have been caused by imported data with a non-standard id for SuiteCRM.
Here you can see where the API validates the id of a record:
https://github.com/salesagility/SuiteCRM-Core/blob/master/public/legacy/Api/V8/Param/Options/Id.php
You can change the validation within this file to allow a broader selection of ids, keeping in mind that this would have to be re-implemented if you were to upgrade SuiteCRM v8.8.0
Fixing the id's within the database is more difficult as relationships would have to be taken into account, although may be a better solution in the long run.
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Support May 21st, 2025 @ 2:16 pm
Hi Vladimir,
The file /var/www/html/prod/cache/modules/Employees/Employeevardefs.php is unrelated to the outlook plugin.
Beyond that you may wish to take further investigative measures to understand the reason for the change.
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Support May 14th, 2025 @ 9:15 am
This issue is commonly caused by your users not being individually licenced.
Before your Users can use the Plugin they need to be set up as Licensed Users.
Navigate to the “SuiteCRM Outlook Add-in” section in the Admin panel of the CRM.
Add Users through the “Outlook Users” subpanel. You can click on the “Select” button to launch the pop-up through which Users can be added.
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Support May 12th, 2025 @ 3:42 pm
Filtering opportunities is not currently possible although It should be achievable with custom development. We will add this feature request to our backlog for consideration in a future release.
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Support May 12th, 2025 @ 3:38 pm
What version of the plugin are you currently using? There was a related bug resolved in later versions.
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Support April 28th, 2025 @ 2:31 pm
Thanks for your feedback, this request may require custom development within SuiteCRM rather than at the plugin level. We will pass this feature request on to our developers for consideration.
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