by GrinMark

Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your Sugar records and keeps your contacts in sync.

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#2440 - Activation and Configuration

Closed Installation created by angieknipe 5 years ago

Hi under the multi user instructions under the heading "Activation and Configuration" it reads "You need to define some settings for App to be able to archive and synchronize. All settings are configured at the “Settings” tab."

The "settings tab" where? In outlook 2016? on Microsoft 365? on SuiteCRM?

I have installed the module in Suite CRM and configured the license, but I am having trouble locating a "settings tab" anywhere on any of these...Can you help please?

Thanks

  1. angieknipe member avatar

    angieknipe

    5 years ago

    I found where this is but my test connection is returning an error. Maybe I am not using the correct portion of the login URL fromCRM, it is Suite CRM hosted by 24Data.

    here is the url I used: https://copas.24datahosting.com/

    The error message is: The request failed. The remote Server returned an error: (401) Unauthorized.

    Not sure what to do now...

    Thanks!

    Angie Knipe

  2. GrinMark member avatar

    GrinMark Provider Affiliate

    5 years ago

    I see it all works already. Contacts sync is in progress. Let us know if any other issues.

  3. GrinMark member avatar

    GrinMark Provider Affiliate

    5 years ago

    Best regards, Denis

  4. angieknipe member avatar

    angieknipe

    5 years ago

    Thanks I just went in and changed the password, seems to have done the trick. Thanks!

  5. angieknipe member avatar

    angieknipe

    5 years ago

    Hi,

    Having an issue with mass email synchonization. I have a Mac, outlook 2016, and I am using SuiteCRM. I have marked the 62 items in my inbox with a category ToCRM and started the synchronization. I selected only inbox and after the sync the report that came back is the same one as the first sync I did, ( in which I synced contacts but realized I didn't want to, and subsequently deleted the new contacts added by the sync from the CRM, and deselected that option). The one email that I individually archived has gone to the CRM but none of the others.What is it I am doing wrong? Thanks, Angie

  6. GrinMark member avatar

    GrinMark Provider Affiliate

    5 years ago

    Only 1 email from 61 has ToCRM category. It was archived. Please check.

    Regards, Denis

  7. angieknipe member avatar

    angieknipe

    5 years ago

    Nope they all show the ToCRM categorization must be something going on with my outlook. I tried to clear cats and start again but it won't let me.

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