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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#272 - Where in SuiteCRM is data related to Implicit FrontEnd Team?

Closed General Question created by sschultz 7 years ago

how to enter "team" data in SuiteCRM? When manually archiving an email there is a field called Team (above Assigned To).

I have played around with Security Groups - but am not getting any info in dropdown. Please advise. Thanks!

  1. Implicit member avatar

    Implicit Inc. Provider

    7 years ago

    If you have installed SecuritySuite after you installed FrontEnd, click 'Sync Now' to refresh the security groups. Then go to Options > Sync Configuration and click 'Publish Configuration'. You should see a list of all security groups you have defined on you instance.

    • sschultz member avatar

      sschultz

      7 years ago

      Don't find "Publish Configuration" under Sync Configuration. There is a "re-sync all"

  2. sschultz member avatar

    sschultz

    7 years ago

    Is re-sync all same functionality as publish configuration?

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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