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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#4674 - Tethered mode not selectable - How to select all Contacts?

Closed General Question created by Lion Solution Verified Purchase a year ago

Hi, for a customer of ours, we have the following questions: how could i enable Tethethered mode if it's not selectable? I've an admin User. I have 839 Contacts on my SuiteCRM instance and i want to select them all. How can i do that? Thanks in advance,

  1. MayerElyashiv member avatar

    Lion Solution Verified Purchase

    a year ago

    TetheredModeNotSelectable.jpg

  2. Implicit member avatar

    Implicit Inc. Provider

    a year ago

    Hi,

    To change the Tethered mode after the initial configuration, you need to reset the configuration: Options > Advanced > Reset configuration. This will restart the system back to factory setting and allow you to change the Tethered mode.

    To sync all contacts from SuiteCRM to Outlook, you need to mark them for synchronization by setting the "Sync to Outlook" property of each contact. You can just do "Mass update". Note that this is a per user selection, so each user needs to do a mass update. Also, you need to select non-Tethered in this case.

    • MayerElyashiv member avatar

      Lion Solution Verified Purchase

      a year ago

      Ok, thanks for your answer, let me say that again to check if i understood. I want to sync all contacts from SuiteCRM to Outlook i need on every User:

      • to reset the configuration | Options > Advanced > Reset configuration
      • to do Mass Update | where?
    • Implicit member avatar

      Implicit Inc. Provider

      a year ago

      You need to reset configuration only if you want to switch from 'tethered mode' to 'non-tethered' and vice versa after the initial configuration, otherwise that option is disabled. To sync all contacts from Suite to Outlook, you need to go to SuiteCRM before you start the outlook sync and do a mass update and select to turn on the 'Sync to Outlook' property for all contacts. Please refer to the SuiteCRM documentation on how to do mass update.

    • MayerElyashiv member avatar

      Lion Solution Verified Purchase

      a year ago

      Ok, i've got: 1 Outlook User with tethered mode not selectable => Sync Contacts = "Marked to be synced" 1 Outlook User with tethered mode on => Sync Contacts = "All"

      if i do a Mass Update: Sync to Outlook = "Yes" on all of the Contacts of the SuiteCRM instance, will both Outlook Users have the Contacts synced?

    • Implicit member avatar

      Implicit Inc. Provider

      a year ago

      Mass update with "Sync to Outlook =Yes" only affects the CRM to Outlook direction. For Outlook to CRM see: https://www.outlook-integration.com/docs/frontend6suite/#contacts

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