Hi Will,
is there an INSTALLATION GUIDE for Outlook 2013/2010, how to install the plugin?
I tried it for Outlook 2013 via File > Options > AddIns … using Browser Upload (*.zip). But it was not accepted … what it is understandable.
How I can achieve this correctly?
Thank you very much
Frank
The Outlook Plugin does not get uploaded to the CRM.
I>> It is an installable plug-in for Outlook to sync to SuiteCRM.
Thanks,
Will.
Hi there,
43 views for 1 week - but 0 replies!
Is it so difficult to give an advice, where I can find guidance to install the SuiteCRM Outlook Plugin …?
Thanks.
Frank.
Hi Frank
Just to confirm Will’s answer:
The Outlook-Plugin is NOT intended to be uploaded and installed into the SuiteCRM moduls!
If you extract the .zip-File you will see a folder called “Setup” with a “setup.exe” inside. Just run this .exe and the plugin gets installed into your local Outlook. Afterwards if you start Outlook you will see a tab in the ribbon called “SuiteCRM”. There you find the “Settings” where you can insert your SuitCRM-URL, username and password. My advise: uncheck everything aroud archiving and just test the connection. If it works, you can start writing an email an you get the SuiteCRM-AddressBook to klick on and search for your Leads, Contacts etc.
Hope this helps 