C
Critcho
My company is running AccPac CRM. the interface is web-based, and there is an
integration to Outlook. Under Outlook 2003 (Microsoft Office Outlook 2003
(11.8118.8132) SP2, Office Pro 2003), the plug-in works fine. When I have an
email selected, I hit "File Email" on the plug-in tool bar.
The interface
1. selects the CRM object in the browser,
2. activates the "new" folder under that,
3. then the message pane changes to a page that looks identical (style-wise)
to the web interface to the CRM.
4. The email of the sender is looked up and the contact from our address
book with the matching email is displayed,
5. I can add a note then file the email.
Under Outlook 2007 (Microsoft Outlook Outlook 2007 (12.0.6023.5000) MSO
(12.0.6017.5000) Part of Microsoft Office Pro 2007), steps one and 2 above
happen, but the "New" folder message display stays looking like a folder list
(From / Subject / Received etc headers).
It is as if this version is preventing my Outlook from loading a web form,
and something is blocking it. I have put the CRM server into my trusted sites
list (in Explorer V7), in the Outlook Trust Center, I have enabled "Permit
downloads from web sites in this security zone: Trusted Zone".
Under the Trust Center -> Add-ins, the "ACCPAC CRM Addin for Outlook" plugin
is active, it shows "Publisher" as blank.
Basically... Help! The supplier's official statement is that it does not
support Vista Office / 2007.
integration to Outlook. Under Outlook 2003 (Microsoft Office Outlook 2003
(11.8118.8132) SP2, Office Pro 2003), the plug-in works fine. When I have an
email selected, I hit "File Email" on the plug-in tool bar.
The interface
1. selects the CRM object in the browser,
2. activates the "new" folder under that,
3. then the message pane changes to a page that looks identical (style-wise)
to the web interface to the CRM.
4. The email of the sender is looked up and the contact from our address
book with the matching email is displayed,
5. I can add a note then file the email.
Under Outlook 2007 (Microsoft Outlook Outlook 2007 (12.0.6023.5000) MSO
(12.0.6017.5000) Part of Microsoft Office Pro 2007), steps one and 2 above
happen, but the "New" folder message display stays looking like a folder list
(From / Subject / Received etc headers).
It is as if this version is preventing my Outlook from loading a web form,
and something is blocking it. I have put the CRM server into my trusted sites
list (in Explorer V7), in the Outlook Trust Center, I have enabled "Permit
downloads from web sites in this security zone: Trusted Zone".
Under the Trust Center -> Add-ins, the "ACCPAC CRM Addin for Outlook" plugin
is active, it shows "Publisher" as blank.
Basically... Help! The supplier's official statement is that it does not
support Vista Office / 2007.