• Outlook integration

    OK, so I'm clearly pretty dim. I have just downloaded a 30 day trial and the first thing I want to do is integrate Sage and Outlook 2013 but cannot for the life of me find how to actually do it. I've been to Preferences and there is no sign of the plug…
  • Outlook integration: select what you want to synchronize?

    Hello, According to the user configuration of sageCRM , I could choose: use outlook plugin (Y/N) Synchronise Outlook Appointments (Y/N) Synchronise Outlook Tasks (Y/N) Synchronise Outlook Contacts (Y/N) Can I use the outlook plugin only…
  • Outlook Plug-in Not Available to Download

    Any idea's why users do not have the "Install Outlook Plug-in" icon available to them under preferences? I have tried it on a number of workstations, with different users, but cannot get it to work. This is for 7.2b Thanks, Anthony