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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.

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#297 - Contacts must be assigned to your user

Closed Feature created by vox789 2 years ago

The Installation and Setup doc says:

"For SuiteCRM to sync all contacts to your Outlook they must be assigned to your user and must have the ‘Sync to Outlook’ check box selected."

WHY must Contacts be assigned to your user???
'Sync to Outlook’ check box selected' is perfect and meets reality. This check box is user specific, it is a great feature. Every user can select whom to sync.

'assigned to your user' is far away from a realistic scenario. A Contact is one single person. Several SuiteCRM users may have a relation with this same contact and should be able to sync this specific contact. Only ONE single SuiteCRM user is the assigned user.

For us, with this restriction, the Outlook Plugin is unusable.

Could you please provide a solution.

  1. glynne01 member avatar

    glynne01

    2 years ago

    I totally agree. We are looking to migrate from the SugarPro outlook plugin and it does not require that the contact is assigned to you. It only requires that the Sync to Outlook field is checked. This is a major flaw in the current edition as our staff all have relationships with the same people at our client business so they will all need the ability to sync the contacts even if the contact isn't assigned to them

  2. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 years ago

    Hi everyone.

    This is deemed as a new feature request rather than a bug. We will certainly consider adding this on our roadmap.

    Many Thanks

  3. vox789 member avatar

    vox789

    2 years ago

    "certainly consider" means by when realized?
    As glynne01 told you: This is a major flaw in the current edition.

    • suitecrm member avatar

      SuiteCRM Provider Affiliate

      2 years ago

      Hi Vox789.

      It was designed to follow the current solution and thus it is not a bug. You and another member has raised it as an important feature and we shall deem it appropriately on our roadmap schedule. But it still remains as a suggestion and we do not have an ETA on where this feature request will be placed on our timeline as of yet.

      Many Thanks.

    • glynne01 member avatar

      glynne01

      2 years ago

      Hi there, do you have an ETA on this feature request yet?

  4. vox789 member avatar

    vox789

    2 years ago

    This is a clear answer, thanks.
    Nevertheless interesting to see that the majority prefers the current solution. But that's how it is.

  5. glynne01 member avatar

    glynne01

    2 years ago

    Hi, do you have an ETA on this feature request yet?

  6. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 months ago

    Hi there,

    This ticket will be closed over due to inactivity.

    We recommend upgrading to the latest version of the plugin to ensure you stay up to date with new feature and bug releases, however, if you are still experiencing an issue in the latest version please open a new ticket with reference to this one.

    SuiteCRM Outlook Plugin Team

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