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CRM Outlook panel not shown

  • Oct 18, 2024 9:19 AM UTC
  • 2 replies
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Dear IFS Support Team,

I’m reaching out to report an issue with the IFS CRM Outlook integration. The CRM panel is not visible in Outlook, and I’m unable to use the expected features linked with it.

Could you please assist in resolving this issue or provide guidance on what might be causing the CRM panel not to appear?

Thank you in advance for your support.

Best regards,

Best answer by Annjse

Hi @Karim.katif5 ,
There can be many reasons why the CRM-panel does not appear but here is seems that you haven’t selected an e-mail. Does the add-in appear if you select a record in your inbox? The CRM-panel always shows contacts etc in relation to a certain mail so if you haven’t selected a mail, it cannot show the recipients.
Best regards,
Anna

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2 replies

Annjse
Hero (Employee)
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  • Hero (Employee)
  • Answer
  • Oct 18, 2024 10:21 AM UTC

Hi @Karim.katif5 ,
There can be many reasons why the CRM-panel does not appear but here is seems that you haven’t selected an e-mail. Does the add-in appear if you select a record in your inbox? The CRM-panel always shows contacts etc in relation to a certain mail so if you haven’t selected a mail, it cannot show the recipients.
Best regards,
Anna


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  • Author
  • Do Gooder (Partner)
  • Oct 18, 2024 11:48 AM UTC

Thank you !