SuiteCRM Enterprise-Class Outlook Integration

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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#5084 - Mandatory Fields

Closed Feature created by 5 months ago

Is there any way to mark some fields as mandatory like company name when a user creates a contact via Implicit?

Implicit Inc. Provider
5 months ago

Fields that are defined as mandatory in SuiteCRM automatically become mandatory in FrontEnd.

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5 months ago

I have marked company as mandatory field, but i can still create contact from implicit without the company name.

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Implicit Inc. Provider
5 months ago

Hi,

There are certain fields that are synced to Outlook, and you cannot force them to be mandatory because that would mean that we have to make them mandatory in Oulook and that we cannot do.

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- 5 months ago
  
  Hi,
  
  Is there a way around it? Can you please also tell me which such fields are synced to outlook and cannot be mandatory?
  
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Implicit Inc. Provider
5 months ago

Hi,

Basically, all the fields in Outlook's contacts, calendar and tasks must follow the definition, logic and behavior of these fields in Outlook. So any field that is mandatory in Outlook must be mandatory in the CRM as well. For non-Outlook items such as opportunities, quotes leads etc. we follow their attributes in SuiteCRM.

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- 5 months ago
  
  So when creating a contact, the company name should be mandatory or not? If yes, then how can we disable the dialogue “skip this step” while creating a contact from Implicit Side Panel.
  
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Implicit Inc. Provider
5 months ago

Account name is not mandatory neither in Outlook, nor in SuiteCRM, but if you define an account in either system it has to match the other. This is why we give users the option to leave it empty in both or define the same name in both. You can't disable this dialog.

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5 months ago

Okay, thank you.

Is there any option to get a drop down list of the accounts, when creating a contact?

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SuiteCRM Enterprise-Class Outlook Integration

#5084 - Mandatory Fields

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