SuiteCRM Enterprise-Class Outlook Integration

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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#271 - How to synchronise contacts not assigned to any accounts

Closed General Question created by squestel 7 years ago

Hi,

I'd like to know how can I synchronize my contacts if they are not associated to any account

It looks like I'm obligated to synchronize accounts in order to synchronises the contacts, is it normal ?

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  1. squestel member avatar

    squestel

    7 years ago

    Also, if I can do that, how do I see my contacts list ?? etetete.PNG

    I can't see my contacts here

  2. Implicit member avatar

    Implicit Inc. Provider

    7 years ago

    It depends on how you configured contact synchronization. If you choose 'Contacts assigned to me' then it will sync contacts regardless of the accounts. But if you chose ‘Sync Active Contacts’ then it needs accounts information in order to find all related business activities (opportunities, cases, meetings etc.) in order to determine which contacts have had recent business activities and should therefore be synced.

    If you chose the later, you can always go to ‘Search’ select ‘Unsynced contacts in SugarCRM’ and search by any of the key attributes and then click ‘Sync to Outlook’

    Contacts folder is the native Outlook folder

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  • 7.0.0 to 8.6.1
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Administration Integrations Marketing Productivity Sales outlook Exchange INTEGRATION office 365 Productivity mail merge Administration email office word excel documents Microsoft 365 collaboration approval sync contacts Calendar calendars custom plugin add-in automation Archiving auto-archiving tracking centralized configuration templates actionable conversation customization Archive auto sync adoption