by SuiteCRM

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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#342 - Not able to syncing the records (Leads)

Closed Feature created by RakshaTiwari 2 years ago

Hi,
I integrated the official outlook plugin and am not able to syncing the records like leads. also after archiving the messages where these are going am not getting.

  1. suitecrm member avatar

    SuiteCRM Provider Affiliate

    2 years ago

    Hi There,

    The Plugin provides the ability to Sync Contacts, Meetings, Tasks and Calls. It currently does not support synchronisation with Leads.

    Regards to the Archiving of Emails they should appear on your Record's History Subpanel. You are able to Archive Emails to Contacts, Leads, Accounts, Opportunities, Cases, Project and BUgs. A future release will provide the ability to archive with custom modules.

    Please see our User Guide for more information. https://suitecrm.com/images/online_store/Outlook_Plugin_Userguide.pdf

    • SuiteCRM Outlook Plugin Team
  2. suitecrm member avatar

    SuiteCRM Provider Affiliate

    4 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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