Official SuiteCRM Outlook Plugin v4 has arrived - A complete plugin rebuild developed and maintained by SuiteCRM developers entirely from scratch, the addon retains previous functionality while massively improves performance, reliability and stability!
#1023 - Issues encountered when evaluating the plugin for our organisation
We have purchase one plugin for evaluating it for suitability for our organisation.
I've come across some issues and not sure if I missed out any config or they are just bugs or non existing features:
- Auto archive of email not working (attached image for plugin setting). We are assuming that the emails in the folder that is ticked would automatically be attached to the Accounts/Leads based on matching email addresses. Its not currently happening.
- Syncing of tasks not happening. Neither tasks from CRM going to Outlook, nor coming to CRM. Import permission is setup for the users.
- What is the frequency of Sync i.e. how often CRM and Outlook syncs? Is there a way to increase or decrease this frequency?
- In Address Book (when creating a new email), we are unable to search and bring up records from Accounts. Its currently bringing up records only from Leads.
- When using the button "Send and Archive", get error message (image attached).
- Please advise if this can be installed for Outlook in Citrix servers (silent install).
We use Leads and Contacts module for different purposes, not in the typical CRM way that Leads get converted to Contacts. This gives us 2 entities to use for different purposes. For our operations, Accounts and Leads are absolutely important.
Would appreciate your help/advise as it would help us in evaluating suitability for ~ 100 users of our organisation.
Other add-ons of interest
Glances - Integrate All Your Applications
Accomplish More Every Day. Spend your time on getting things done, not on finding information. Glances securely connects all of your apps and provides a simplified view of the data you need right when you need it, in real time.
SuiteCRM Enterprise-Class Outlook Plugin
Implicit FrontEnd is an Enterprise-Class Outlook integration solution which enables users to do all their CRM work from within Outlook. By offering a truly exceptional depth and breadth of integration with Outlook, Implicit FrontEnd increases productivity and CRM utilization by facilitating data ent...
Outlook 365 and SuiteCRM Integration
Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your SuiteCRM records an...