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 entry as a natural extension of users’ daily use of Outlook.
#1232 - Email Syncing & Contacts
I'm faily new to Implicit FrontEnd and I like it very much.
I'm still in the Trial phase end encountering some issues, that are maybe configuration problems, maybe not...
My intent is to sync all email to SuiteCRM when they arrive inside Outlook (2016, NOT O365!)
To achieve this goal I've set Tethered Mode option to "I want to sync contacts between SuiteCRM and Outlook".
On the "Sync Configuration" Tab "Contacts" is set as follows: "Filter = Marked as", "Timeframe = 'Sync to Mail Client'"
Below "Sync Contacts" is enabled with checkmarked both directions.
First, I had several situation where Emails were not synced automatically to SuiteCRM, even if the Contact was in SuiteCRM (of course with the right email). And it looked like the Contact was not in the local database, even it was used before from inside Outlook.
Second, I would like to sync more than the contacts I've marked for syncing. Would be nice to have all or at least those that were created within a defined time frame, lets say last six months. But I cant choose that option. Just to understand: I don't like to check every contact to sync it with outlook ;-) There are some customers, I do not have in mind all time, but want to archive the incoming/outgoing emails (mostly incoming) to them also in SuitCRM.
What do I have to do to reach this? Or what could you do?
Is there any configuration error?
Looking forward for your answers.
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