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.

Cancel at any time!
Free Trial

#2117 - Email archiving does not populate To, CC and BBC Fields,Specially for internal users.

Closed Bug? created by darshak 5 years ago

Hi,

When this plugin is to archive email from outlook to Suitecrm, To,CC and BCC fields are not populated for internal users.

OS : Windows 10 Outlook Version:1906 Implicit Front end version:4.2.6 & 4.2.14 both version has same behavior

Regards, Darshak

  1. Implicit member avatar

    Implicit Inc. Provider

    5 years ago

    By design (for security purposes) Internal users are treated differently than contacts as I am sure you saw in the side panel when you select an email from an internal user.

    • darshak member avatar

      darshak

      5 years ago

      Yes I saw that.

      For our Use Case, tracking all internal users who were part of email is as important as tracking contacts.

      Is there any workaround possible to capture them while archiving emails.

  2. darshak member avatar

    darshak

    5 years ago

    Hi,

    Any update on this ?

    Storing Complete list of From,To,CC and BCC including both internal user and external user is extremely critical for our use case.

    If its not possible in standard version , Is there a possibility of customization for the same ?

    Regards, Darshak

  3. Implicit member avatar

    Implicit Inc. Provider

    5 years ago

    Hi,

    No, this functionality is not customizable. Internal users are excluded..

  4. kosovich member avatar

    Steve Kos

    5 years ago

    What exactly is the security concern? Internal users are part of the companies global address list and can easily be interpreted as contacts just not saved in your local outlook.

  5. Implicit member avatar

    Implicit Inc. Provider

    5 years ago

    Hi,

    The concern that some of our customers expressed was that internal email conversations will be accidentally automatically archived to the CRM and become visible to other users in the organization.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 8.6.1
Read Our Review
Rating

  • "Really high quality software. Highly recommended. In the end we did not keep it installed past the trial period but that was due to needing to make so..." - info96

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

SuiteCRM Outlook Plugin for Mac

Implicit FrontEnd for Mac is an Outlook integration solution for SuiteCRM which enables users to do all their CRM work from within Outlook. Use Email side-panel in Outlook to view CRM information, update or create new CRM records and archive email to any CRM record.

Featured

Official SuiteCRM Outlook Plugin

Official SuiteCRM Outlook Plugin v4 has arrived - Compatible with the Outlook Web App or Outlook 2016+ connected to Office365 or Exchange Server 2016. A complete rebuild developed and maintained by SuiteCRM developers, the addon retains previous functionality while massively improves performance, re...
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