Sage CRM

We're using the Outlook plugin Lite with Sage CRM 2022 R1 te file e-mails from Outlook 2019 32-bit. This does not work. At first we get this screen on which the targets are not populated although the e-mail address exists in Sage CRM: On clicking…

I am trying to install the Outlook Lite plugin. I've tried downloading in and installing from Chrome and Internet Explorer. I am seeing several issues I am hoping someone can help me with. 1. During the install, when I get to the CRM Server Connection…

My customer uses Wyse terminals so they're operating in a thin client environment. I've recently configured CRM for them and they wanted Exchange integration, so that was all set up. Now installing the Lite plugin has thrown up an issue because they cannot…

Does anyone know what screen or if it is even possible to customize the search screen for the Lite Plugin? My users are asking for an additional field to search, but I can't seem to find the screen the Lite Plugin is calling to search for the company…

Why is it that they have removed the symbol in outlook that tells you if yu have filed an email or not when you use the Outlook lite plugin. I know that you can see it in the header where it says filed to sage crm, however the symbol was far more handy…