- All
- Account balance (2)
- Adding (4)
- adjustment (1)
- administration (23)
- Allocating payments (2)
- appointment (9)
- appointment-feedback (1)
- assets (17)
- Authorisation (7)
- bar-code (1)
- Bonus (1)
- branding (2)
- Browser (1)
- business-units (1)
- calendar (2)
- Case Categories (7)
- Case wach list (2)
- Case Watcher (3)
- case-notes (2)
- Cases (24)
- case-sla (7)
- case-sweep (1)
- Chargeable Feature (1)
- Checklist (7)
- Commissions (2)
- company-logos (1)
- company-settings (5)
- cost_centre (1)
- custom (2)
- Custom Report Groups (1)
- Custom Reports (4)
- customer (39)
- customer-portal (1)
- custom-fields (2)
- custom-product (1)
- custom-service (2)
- Data (7)
- data-capture (2)
- data-migration (7)
- Delegated Access (2)
- delete (9)
- Digest Feeds (2)
- Digests (2)
- duplicates (2)
- Editing (2)
- Email (7)
- Email Signature (2)
- email-attachments (1)
- email-templates (6)
- environment-settings (1)
- exchange-server (4)
- Expiry (5)
- Export (3)
- files (1)
- finance (38)
- forms (3)
- Funds (10)
- gdpr (3)
- Groups (1)
- Hold Back (1)
- how-to (197)
- Images (2)
- integrations (11)
- internet-explorer (2)
- Invoice (10)
- knowledgebase (9)
- leads (21)
- lease (1)
- Liabilities (2)
- mail agent (6)
- mail-triage (2)
- marketing (5)
- merge (4)
- Mobile (2)
- Notification (2)
- office-365 (4)
- on-boarding (5)
- Opportunity (23)
- ordering (52)
- outlook-plugin (5)
- permissions (8)
- portal (3)
- presales (21)
- Pricebook (13)
- Product Stock (9)
- product-group (1)
- purchase-order (6)
- quotations (42)
- reconciliation (1)
- record (25)
- renewals (3)
- Reports (15)
- Sage (12)
- sales (86)
- Scheduled Email (1)
- search (3)
- Secure File (1)
- service (38)
- Services (9)
- settings (54)
- set-up (2)
- Signature (4)
- sites (1)
- sla-breach (1)
- sms (1)
- Stock (21)
- subscription (1)
- tags (1)
- tasks (12)
- terms (1)
- troubleshooting (5)
- unassigned (1)
- Updating (4)
- Upload images (2)
- user-roles (2)
- users (15)
- video (19)
- warehouse (1)
- widgets (12)
- work-stacks (21)
- Less
- More
- All
I'm unable to search for customers using the Outlook plug-in?
Unable to Search Using The Outlook Plugin
When trying to create a case or add a note using the Outlook Plugin, the user receives an error message.
This is ordinarily caused by the user not having sufficient permissions. Please ensure that the Outlook Plugin permission is enabled.
To do this visit:
1. User Accounts in the ESSENTIALS ZONE (Please note if you don't have permissions to access settings ask your local administrator)
2. Select the Username
3. Tick Outlook Plugin
4. Click 'Save'
Author: Michelle Livingstone