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.

Free 30 day trial
Try it Now

#789 - unable to find all custom modules in Archive tab of settings

Closed Bug? created by mjel70 a year ago

I was configuring our first user - and everything went pretty smoothly- except we are not able to find all the custom modules in the 'Archive' tab of Settings --- we were able to find one of the custom modules -- and test an archive to that custom module - but we have about 10 custom modules that we need to add to the archiving.

  1. Simon_Brooke member avatar

    Simon_Brooke

    a year ago

    To add custom modules to the Archive dialog, open the Settings dialog, open the Archive tab, tick the box marked 'Include Custom Modules', select the button to the right of the 'Include Custom Modules' tickbox. After a couple of moments (we query the CRM for what modules it has; this takes time) a dialog will open showing all the custom modules on your CRM. Tick the tickboxes against each one you want to see in the Archive dialog. Click Save. The dialog will close. Click Save again on the Settings dialog.

    Your selected custom modules will now be available in the archive dialog.

    Team we ought to put this in the FAQ.

    • mjel70 member avatar

      mjel70

      a year ago

      Hello.

      I figured that part out but as I mentioned in my initial request - I was able to find one custom module but there are about 10 that didn’t show.

      To clarify - the custom module query only found one out of 10 of my custom modules.

      Thanks

  2. mjel70 member avatar

    mjel70

    a year ago

    Hello Simon,

    Have you had a chance to review this - we are dead in the water if the plugin does not find all the custom modules in the system.

    To reiterate - I know how to add the custom modules - the issue is that only a small number of modules are being found.

    Thanks.

  3. Simon_Brooke member avatar

    Simon_Brooke

    a year ago

    Sorry to be slow on this one.

    Can you give me an example name of a custom module which does not appear on the list? I'm wondering whether there is something about the name we're either failing to parse or else mistakenly identifying as a standard module. There's a long list of module names we don't put in that dialog.

  4. Simon_Brooke member avatar

    Simon_Brooke

    a year ago

    For clarity, the entire list of module names we currently ignore is as follows:

    this.IgnoreModules.Add("iFrames"); this.IgnoreModules.Add(ContactSyncing.CrmModule); this.IgnoreModules.Add("Accounts"); this.IgnoreModules.Add("Projects"); this.IgnoreModules.Add("Bugs"); this.IgnoreModules.Add("Opportunities"); this.IgnoreModules.Add("Cases"); this.IgnoreModules.Add("Leads"); this.IgnoreModules.Add("Trackers"); this.IgnoreModules.Add("Project"); this.IgnoreModules.Add("KBDocuments"); this.IgnoreModules.Add("Trackers"); this.IgnoreModules.Add("Emails"); this.IgnoreModules.Add(AppointmentSyncing.AltCrmModule); this.IgnoreModules.Add(TaskSyncing.CrmModule); this.IgnoreModules.Add("UserPrefs"); this.IgnoreModules.Add("Contracts"); this.IgnoreModules.Add("Campaigns"); this.IgnoreModules.Add("Documents"); this.IgnoreModules.Add("Quotes"); this.IgnoreModules.Add("Products"); this.IgnoreModules.Add("Forecasts"); this.IgnoreModules.Add("Reports"); this.IgnoreModules.Add("Feeds"); this.IgnoreModules.Add("Administration"); this.IgnoreModules.Add("Currencies"); this.IgnoreModules.Add("EditCustomFields"); this.IgnoreModules.Add("Manufacturers"); this.IgnoreModules.Add("ProductBundles"); this.IgnoreModules.Add("ProductBundleNotes"); this.IgnoreModules.Add("ProductCategories"); this.IgnoreModules.Add("ProductTemplates"); this.IgnoreModules.Add("ProductTypes"); this.IgnoreModules.Add("Shippers"); this.IgnoreModules.Add("TaxRates"); this.IgnoreModules.Add("TeamNotices"); this.IgnoreModules.Add("Teams"); this.IgnoreModules.Add("TimePeriods"); this.IgnoreModules.Add("ForecastOpportunities"); this.IgnoreModules.Add("Quotas"); this.IgnoreModules.Add("KBDocumentRevisions"); this.IgnoreModules.Add("KBDocumentKBTags"); this.IgnoreModules.Add("KBTags"); this.IgnoreModules.Add("KBTags"); this.IgnoreModules.Add("KBContents"); this.IgnoreModules.Add("Users"); this.IgnoreModules.Add("Versions"); this.IgnoreModules.Add("Roles"); this.IgnoreModules.Add("EmailMarketing"); this.IgnoreModules.Add("TeamMemberships"); this.IgnoreModules.Add("TeamSets"); this.IgnoreModules.Add("MergeRecords"); this.IgnoreModules.Add("EmailAddresses"); this.IgnoreModules.Add("Schedulers"); this.IgnoreModules.Add("EmailTemplates"); this.IgnoreModules.Add("CampaignTrackers"); this.IgnoreModules.Add("CampaignLog"); this.IgnoreModules.Add("EmailMan"); this.IgnoreModules.Add("Prospects"); this.IgnoreModules.Add("ProspectLists"); this.IgnoreModules.Add("InboundEmail"); this.IgnoreModules.Add("ACLActions"); this.IgnoreModules.Add("ACLRoles"); this.IgnoreModules.Add("DocumentRevisions"); this.IgnoreModules.Add("ContractTypes"); this.IgnoreModules.Add("ForecastSchedule"); this.IgnoreModules.Add("Worksheet"); this.IgnoreModules.Add("ACLFields"); this.IgnoreModules.Add("ProjectResources"); this.IgnoreModules.Add("Holidays"); this.IgnoreModules.Add("ProjectTask"); this.IgnoreModules.Add("WorkFlow"); this.IgnoreModules.Add("WorkFlowTriggerShells"); this.IgnoreModules.Add("WorkFlowAlertShells"); this.IgnoreModules.Add("WorkFlowAlerts"); this.IgnoreModules.Add("WorkFlowActionShells"); this.IgnoreModules.Add("WorkFlowActions"); this.IgnoreModules.Add("Expressions"); this.IgnoreModules.Add("UserPreferences"); this.IgnoreModules.Add("SavedSearch"); this.IgnoreModules.Add("SugarFeed"); this.IgnoreModules.Add("SugarFavorites"); this.IgnoreModules.Add(AppointmentSyncing.CrmModule); this.IgnoreModules.Add("Notes"); this.IgnoreModules.Add("TrackerPerfs"); this.IgnoreModules.Add("TrackerQueries"); this.IgnoreModules.Add("TrackerSessions"); this.IgnoreModules.Add("Employees"); this.IgnoreModules.Add("Groups"); this.IgnoreModules.Add("Releases"); this.IgnoreModules.Add("Home"); this.IgnoreModules.Add("Calendar"); this.IgnoreModules.Add("Activities"); this.IgnoreModules.Add("CustomFields"); this.IgnoreModules.Add("Connectors"); this.IgnoreModules.Add("Dropdown"); this.IgnoreModules.Add("Dynamic"); this.IgnoreModules.Add("DynamicFields"); this.IgnoreModules.Add("DynamicLayout"); this.IgnoreModules.Add("Help"); this.IgnoreModules.Add("Import"); this.IgnoreModules.Add("MySettings"); this.IgnoreModules.Add("FieldsMetaData"); this.IgnoreModules.Add("UpgradeWizard"); this.IgnoreModules.Add("Sync"); this.IgnoreModules.Add("LabelEditor"); this.IgnoreModules.Add("OptimisticLock"); this.IgnoreModules.Add("Audit"); this.IgnoreModules.Add("MailMerge"); this.IgnoreModules.Add("Schedulers_jobs"); this.IgnoreModules.Add("ACL"); this.IgnoreModules.Add("Configurator"); this.IgnoreModules.Add("Studio"); this.IgnoreModules.Add("LoginAudit"); this.IgnoreModules.Add("Search"); this.IgnoreModules.Add("Dashboard"); this.IgnoreModules.Add("EmailText"); this.IgnoreModules.Add("Notifications"); this.IgnoreModules.Add("EAPM"); this.IgnoreModules.Add("OAuthKeys"); this.IgnoreModules.Add("OAuthTokens"); this.IgnoreModules.Add("Dashboard");

    These actually shouldn't be hard-coded, and could be configurable; at present they are hard-coded but it would not be hard to change this. Are the names of modules you're not finding on this list?

  5. Simon_Brooke member avatar

    Simon_Brooke

    a year ago

    Whoops! Sorry about the formatting.

                this.IgnoreModules.Add("iFrames");
                this.IgnoreModules.Add(ContactSyncing.CrmModule);
                this.IgnoreModules.Add("Accounts");
                this.IgnoreModules.Add("Projects");
                this.IgnoreModules.Add("Bugs");
                this.IgnoreModules.Add("Opportunities");
                this.IgnoreModules.Add("Cases");
                this.IgnoreModules.Add("Leads");
                this.IgnoreModules.Add("Trackers");
                this.IgnoreModules.Add("Project");
                this.IgnoreModules.Add("KBDocuments");
                this.IgnoreModules.Add("Trackers");
                this.IgnoreModules.Add("Emails");
                this.IgnoreModules.Add(AppointmentSyncing.AltCrmModule);
                this.IgnoreModules.Add(TaskSyncing.CrmModule);
                this.IgnoreModules.Add("UserPrefs");
                this.IgnoreModules.Add("Contracts");
                this.IgnoreModules.Add("Campaigns");
                this.IgnoreModules.Add("Documents");
                this.IgnoreModules.Add("Quotes");
                this.IgnoreModules.Add("Products");
                this.IgnoreModules.Add("Forecasts");
                this.IgnoreModules.Add("Reports");
                this.IgnoreModules.Add("Feeds");
                this.IgnoreModules.Add("Administration");
                this.IgnoreModules.Add("Currencies");
                this.IgnoreModules.Add("EditCustomFields");
                this.IgnoreModules.Add("Manufacturers");
                this.IgnoreModules.Add("ProductBundles");
                this.IgnoreModules.Add("ProductBundleNotes");
                this.IgnoreModules.Add("ProductCategories");
                this.IgnoreModules.Add("ProductTemplates");
                this.IgnoreModules.Add("ProductTypes");
                this.IgnoreModules.Add("Shippers");
                this.IgnoreModules.Add("TaxRates");
                this.IgnoreModules.Add("TeamNotices");
                this.IgnoreModules.Add("Teams");
                this.IgnoreModules.Add("TimePeriods");
                this.IgnoreModules.Add("ForecastOpportunities");
                this.IgnoreModules.Add("Quotas");
                this.IgnoreModules.Add("KBDocumentRevisions");
                this.IgnoreModules.Add("KBDocumentKBTags");
                this.IgnoreModules.Add("KBTags");
                this.IgnoreModules.Add("KBTags");
                this.IgnoreModules.Add("KBContents");
                this.IgnoreModules.Add("Users");
                this.IgnoreModules.Add("Versions");
                this.IgnoreModules.Add("Roles");
                this.IgnoreModules.Add("EmailMarketing");
                this.IgnoreModules.Add("TeamMemberships");
                this.IgnoreModules.Add("TeamSets");
                this.IgnoreModules.Add("MergeRecords");
                this.IgnoreModules.Add("EmailAddresses");
                this.IgnoreModules.Add("Schedulers");
                this.IgnoreModules.Add("EmailTemplates");
                this.IgnoreModules.Add("CampaignTrackers");
                this.IgnoreModules.Add("CampaignLog");
                this.IgnoreModules.Add("EmailMan");
                this.IgnoreModules.Add("Prospects");
                this.IgnoreModules.Add("ProspectLists");
                this.IgnoreModules.Add("InboundEmail");
                this.IgnoreModules.Add("ACLActions");
                this.IgnoreModules.Add("ACLRoles");
                this.IgnoreModules.Add("DocumentRevisions");
                this.IgnoreModules.Add("ContractTypes");
                this.IgnoreModules.Add("ForecastSchedule");
                this.IgnoreModules.Add("Worksheet");
                this.IgnoreModules.Add("ACLFields");
                this.IgnoreModules.Add("ProjectResources");
                this.IgnoreModules.Add("Holidays");
                this.IgnoreModules.Add("ProjectTask");
                this.IgnoreModules.Add("WorkFlow");
                this.IgnoreModules.Add("WorkFlowTriggerShells");
                this.IgnoreModules.Add("WorkFlowAlertShells");
                this.IgnoreModules.Add("WorkFlowAlerts");
                this.IgnoreModules.Add("WorkFlowActionShells");
                this.IgnoreModules.Add("WorkFlowActions");
                this.IgnoreModules.Add("Expressions");
                this.IgnoreModules.Add("UserPreferences");
                this.IgnoreModules.Add("SavedSearch");
                this.IgnoreModules.Add("SugarFeed");
                this.IgnoreModules.Add("SugarFavorites");
                this.IgnoreModules.Add(AppointmentSyncing.CrmModule);
                this.IgnoreModules.Add("Notes");
                this.IgnoreModules.Add("TrackerPerfs");
                this.IgnoreModules.Add("TrackerQueries");
                this.IgnoreModules.Add("TrackerSessions");
                this.IgnoreModules.Add("Employees");
                this.IgnoreModules.Add("Groups");
                this.IgnoreModules.Add("Releases");
                this.IgnoreModules.Add("Home");
                this.IgnoreModules.Add("Calendar");
                this.IgnoreModules.Add("Activities");
                this.IgnoreModules.Add("CustomFields");
                this.IgnoreModules.Add("Connectors");
                this.IgnoreModules.Add("Dropdown");
                this.IgnoreModules.Add("Dynamic");
                this.IgnoreModules.Add("DynamicFields");
                this.IgnoreModules.Add("DynamicLayout");
                this.IgnoreModules.Add("Help");
                this.IgnoreModules.Add("Import");
                this.IgnoreModules.Add("MySettings");
                this.IgnoreModules.Add("FieldsMetaData");
                this.IgnoreModules.Add("UpgradeWizard");
                this.IgnoreModules.Add("Sync");
                this.IgnoreModules.Add("LabelEditor");
                this.IgnoreModules.Add("OptimisticLock");
                this.IgnoreModules.Add("Audit");
                this.IgnoreModules.Add("MailMerge");
                this.IgnoreModules.Add("Schedulers_jobs");
                this.IgnoreModules.Add("ACL");
                this.IgnoreModules.Add("Configurator");
                this.IgnoreModules.Add("Studio");
                this.IgnoreModules.Add("LoginAudit");
                this.IgnoreModules.Add("Search");
                this.IgnoreModules.Add("Dashboard");
                this.IgnoreModules.Add("EmailText");
                this.IgnoreModules.Add("Notifications");
                this.IgnoreModules.Add("EAPM");
                this.IgnoreModules.Add("OAuthKeys");
                this.IgnoreModules.Add("OAuthTokens");
                this.IgnoreModules.Add("Dashboard");
    
    
    • mjel70 member avatar

      mjel70

      a year ago

      Hello Simon,

      Here is the complete list of our customer modules -- as per the /modules folder in the suitecrm file system


      cert_CPIVA
      COR_CORAudit
      cou_Online_Courses
      cus_CUs
      lag_Lagging_Indicators
      lead_LeadingIndicator
      levy_Levy_Payments
      ment_MentorshipHours
      ment_MentorshipProgram
      res_Online_Resources
      std_Student_Audit
      tc_TrainingCourses
      ts_Locations
      ts_SAST
      ts_Training_Tracking
      well_WellnessResources
      wor_Workshop
      wrk_WIVA


      do you see anything in here that would prevent the addin from finding these custom modules

    • Simon_Brooke member avatar

      Simon_Brooke

      a year ago

      I note that they all include the underscore character ('_'), and that none of the ones in our test set do. I don't understand why this should cause a problem, but I'll get one added to our test set and see whether we can reproduce the problem.

  6. Simon_Brooke member avatar

    Simon_Brooke

    a year ago

    OK, I've tested that hypothesis and drawn a blank. We've added these two:

    • lag_Lagging_Indicators
    • lead_LeadingIndicator

    to our list of modules. They show in the custom modules dialog and in the archive dialog:

    custom_modules_dialog_with_underscored_names.png
    archive_dialog_with_underscored_custom_modules.png

    We are having a problem that when two custom modules are selected for the same email address, the email only gets linked to one of them and which one seems arbitrary; I'm looking at this problem just now. The problem you're reporting I cannot reproduce.

    Could you set your logging level to DEBUG (last page of the settings dialog), restart Outlook, open the Custom Modules dialog; wait for it to open, and then send us your logs?

    • mjel70 member avatar

      mjel70

      a year ago

      Hello Simon,

      sorry for not continuing this - I got bogged down on another project I really must get this resolved.

      I have noticed a common thread here - i connected to about 5 difference instances each with a number of custom modules - and each time i connected and searched for custom modules - only 5 would come up - just like in your screen shot.

      Is there some kind on limit on the number of custom modules that are being found?

      Please have a look at this - would be much appreciated -- we are code partners (604media) and would really like to confidently recommend this official plugin to our clients.

      Thanks for your support

  7. Simon_Brooke member avatar

    Simon_Brooke

    a year ago

    Hi Mjel70

    The answer is that there really shouldn't be a limit to the number of modules shown; I'll have a wee check later today to ensure there isn't, but I don't believe there is. We have a new release which will be out shortly; it doesn't contain anything that specifically addresses your issue, but nevertheless archiving to custom modules should be significantly improved.

    Cheers

    Simon

    • mjel70 member avatar

      mjel70

      a year ago

      thanks Simon - wouldn't make any sense to limit to 5 of course - but it seems no matter which instance i connect the plugin to - only 5 custom modules are displayed.

      do you have an ETA on new version -- as you may know - we are code partners - so please don't hesitate to call upon us for assistance with testing and any related support on this plugin - beyond the actual coding that is - as we don't have microsoft office devs in the talent pool.

    • mjel70 member avatar

      mjel70

      a year ago

      https://suitecrm.com/portfolio-items/604-media/

  8. mjel70 member avatar

    mjel70

    a year ago

    Hello Simon,

    Any word on this - i noticed other customers have had the same issues with not being able to connect to their custom modules --- i have many custom modules have have activities and history sub-panels

    • mjel70 member avatar

      mjel70

      a year ago

      Hello,
      I am following up on this - do we have a new version to test yet? - i was dealing directly with your team support:

      Hi Michael,

      I'm sorry to hear that in regards to the recommendation. We don't currently have an estimation on the bug (which it is indeed is one).

      However looking at your history I am unable to find logs of the plugin. If you happen to have the DEBUG logs of the plugin when connecting to the instance in question that would be helpful.

      • SuiteCRM Team
  9. mjel70 member avatar

    mjel70

    a year ago

    Do we have any update on this custom module archiving feature - seems this was reported 5 months ago. An update would be much appreciated.

  10. mjel70 member avatar

    mjel70

    a year ago

    This seems to be a recurring issue in several other cases submitted - do we have any word on this feature fix.

  11. mjel70 member avatar

    mjel70

    6 months ago

    Hello Simon,

    I just got an email on this ticket but I don't see an update. Has there been any progress in fixing the Custom Module email archiving?

  12. 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

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...