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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#353 - How to create accounts from outlook to suitecrm

Closed Bug? created by dcataldo 7 years ago

please do let me know the process how to create accounts and contacts from outlook to crm

  1. Implicit member avatar

    Implicit Inc. Provider

    7 years ago

    Hi,

    If you chose to sync accounts, you will see 'Accounts' button on the Outlook FrontEnd ribbon. Click the Accounts button and it will launch a separate browse window with a list of all the accounts that you configured to sync between SuiteCRM and Outlook. On the toolbar of this window, you'll see a 'New' button to create new accounts and then sync them to SuiteCRM.

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  • Supported Versions
  • 7.0.0 to 8.6.1
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