by Implicit Inc.

Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including accounts, opportunities, quotes etc. so that you can do all your CRM work without leaving Outlook. In addition, FrontEnd allows you to leverage the rich Outlook functionality to provide tools such as manual and automatic email archiving, collaboration and approval, opportunity tracking and more.

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#2642 - Unable to Use the Addon on two different CRM instances

Closed Bug? created by RedPiranha 4 years ago

Hi Team,

We installed the addon , and tried giving our production crm url in the beginning , but we decided to try with Staging CRM first and then on Production

In order to configure our staging crm url we tried the below options

  1. Reset Configurations
  2. Completely uninstalling the Addon and installing again

in both the cases when we try to configure our staging crm url it gives the below error

Error configuring application: The maximum licenses count exceeded

Also just to let you know , we have only took the trail of the addon for one user.

Kindly let us know , do we need to anything to stop this error when we give staging crm url

Thanks for your time.

  1. Implicit member avatar

    Implicit Inc. Provider

    4 years ago

    Hi,

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

  2. RedPiranha member avatar

    RedPiranha

    4 years ago

    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.

  3. Implicit member avatar

    Implicit Inc. Provider

    4 years ago

    Hi,

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

  4. RedPiranha member avatar

    RedPiranha

    4 years ago

    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.

  5. RedPiranha member avatar

    RedPiranha

    4 years ago

    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

  6. Implicit member avatar

    Implicit Inc. Provider

    4 years ago

    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.

  7. jessica member avatar

    Jessica

    4 years ago

    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!

  8. RedPiranha member avatar

    RedPiranha

    4 years ago

    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

  9. RedPiranha member avatar

    RedPiranha

    4 years ago

    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.

  10. RedPiranha member avatar

    RedPiranha

    4 years ago

    Hi Team,

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

    Thanks

  11. Implicit member avatar

    Implicit Inc. Provider

    4 years ago

    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.

    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.

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

    1. 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

  12. Implicit member avatar

    Implicit Inc. Provider

    4 years ago

    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.

  13. RedPiranha member avatar

    RedPiranha

    4 years ago

    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.

  14. RedPiranha member avatar

    RedPiranha

    4 years ago

    Hi Team,

    Following up on the above concern raised.

    Thank you

  15. Implicit member avatar

    Implicit Inc. Provider

    3 years ago

    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.

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