SuiteCRM Enterprise-Class Outlook Integration

Hi,

Your license count has been reset. You can now switch to the second CRM instance

Hi Team,

We were successful, now we can configure Staging CRM URL..

so one of our developers tested the addon and confirmed the addon works as described.

Now we want our CSM's to test it , so when we give new user details its again giving us "licenses exceeded" error .

Can you reset license count again .. also we would like to udpate our licensed users count for trail as 3 so that our users can test it without license errors, Will we get charged now? or only after the trail period has been ended?

Kindly let us know.

Thank you.

Hi,

We reset your license. You can increase the seat count via your SuiteCRM store account.

Hi Team ,

Thanks for that , I can add new user details now .

we are facing an issue that, when we close and open the outlook , it asks for "License Number" and we need to enter the license and click activate again.Is this how it works or we are the one who facing it ?

Also regarding my previous query , your reply was "You can increase the seat count via your SuiteCRM store account." I have a confusion that , Will we get charged right away for the additional users increased? or only after the trail period has been ended?

Kindly please clarify.

Thank you.

HI Team,

we are also facing an issue that , We have a contact in crm , so in our outlook in showed perfectly all the opportunities, notes etc under it , but after few mints it all got vanished off in the outlook and asks us to create a contact which is already existing in crm

kindly find the screenshot attached for this case by name outlookimage.png .

Kindly guide us .. we would like to purchase this plugin if its going to be worked as described.

Thank you

Hi,

Sorry, we are unable to understand the issue from your description. It sounds like you switched between two CRM instances. Best thing to do is to go under Options > Advanced and select 'Reset Configuration'. This would clear the current state and start from scratch.

Hello RedPiranha,

This is Jessica from The SuiteCRM Store. I am going to follow-up with you via email with instructions on how to update your number of users on the store side. Be in touch soon. Thanks!

Hi Team

The problem is , 1. whenever we close and open the Outlook , it asks for entering the License Number , where we already entered it before, So do we need to enter them again and again once we open and close the outlook 2.We have a contact in CRM , firstly it showed well , after few mints its asking to create the contact(which is already present in the crm) at the implicit outlook frontend , I have attached the image in my previous case, Attaching to this case as well

Kindly Guide us , Thanks

We have another concerns / points that needs to be sorted out, could you please help with below as well

1. For meetings, calls, tasks that are added from outlook, additional invitees or contacts are not getting updated in the CRM. All contacts who have been invited should be automatically updated in the CRM as well.
2. Adding time field when setting up tasks – we have tried to set up a task from outlook, it does have a start and end date but it doesn’t indicate time. Since the CRM holds a time field for tasks – the Outlook plugin should have this as well.

Kindly let us know if we can extend the addon as per the above two points ? incase yes could you be able to give us time estimate to get them worked.

Thanks for your time.

Hi Team,

Just following up, May I get responses to my queries above?

Thanks

Hi,

1. whenever we close and open the Outlook , it asks for entering the License Number , where we already entered it before, So do we need to enter them again and again once we open and close the outlook

[Implicit] This dialog just tells you that the version you are using is a trial version. No need to re-enter the license. Just click 'Continue Trial'_

2.We have a contact in CRM , firstly it showed well , after few mints its asking to create the contact(which is already present in the crm) at the implicit outlook frontend , I have attached the image in my previous case, Attaching to this case as well

[Implicit] Again, sorry, we are unable to understand nor see the image you attached.

3. For meetings, calls, tasks that are added from outlook, additional invitees or contacts are not getting updated in the CRM. All contacts who have been invited should be automatically updated in the CRM as well.

[Implicit] We have escalated this to our QA team to try and reproduce. We'll let you know as soon as we hear back

4. Adding time field when setting up tasks – we have tried to set up a task from outlook, it does have a start and end date but it doesn’t indicate time. Since the CRM holds a time field for tasks – the Outlook plugin should have this as well.

[Implicit] Outlook does not support time for tasks

Hi,

We have re-tested the scenario of adding new contacts to a meeting that was previously scheduled in Outlook and synced to SuiteCRM, does update the CRM meeting and the new contacts are added as participants to the CRM meeting as well. FrontEnd is handling this scenario correctly.

HI Team,

We are facing new issue ,

The outlook is getting restarted automatically few times , We have checked with admin team if its a problem.. they have done few repairs , still it behaves the same .They asked us to contact Outlook addon team , as its the recent change made to the Outlook.

Also just to inform you , before we installed this addon , We havent observed the above behaviour any time. So we suspect this behaviour is due to this addon.

So whenever it restarts automatically , it asks for "Do you want to start in safe mode?", when we click on 'yes' , the implicit addon options are not visible.In case we click on 'no' its very slow to open the outlook.

Kindly let us know how can we fix this.

Thank you.

Hi Team,

Following up on the above concern raised.

Thank you

Hi,

We have tried to reproduce the scenario but were not able to. Also, there is currently no other customer who has reported this issue which leads us to believe that this might be an issue specific to your environment. We recommend that you disable all other Outlook add-ins and try again.