The Ultimate Outlook Plugin Has Arrived - In response to user requests, SuiteCRM have created the ultimate Outlook plugin which is maintained by SuiteCRM developers. Our plugin supports Outlook 2010 upwards and includes two way synchronisation with CRM, Calender, Calls, Meeting, Tasks and Email Archiving.
#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.
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