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 Author  Thread: Intellisync and Outlook Integration
Vincent Vollero
Posts: 7
 
Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 9:57 AM

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Hi,

I am new to SalesLogix administration, but I've been given an assingment to troubleshoot an issue regarding Outlook integration. We're running SLX 6.2.1 and users are reporting an issue when they create a new activity and assign someone else as the Leader, that leader is not getting the activity on their Outlook calendar. It is making it to their SLX calendar, though. Is this a configuration issue or a bug? Again, since I'm new to all of this, any detail info would be helpful.

Thanks,

v.v.
[Reply][Quote]
Ryan Farley
Posts: 2265
slxdeveloper.com Site Administrator
Top 10 forum poster: 2265 posts
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 10:45 AM

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To be honest, I don't work with support issues often (so maybe someone else will chime in with a better answer ), but to me that sounds like a bug. I don't know of any configuration anywhere that would change that.

Good luck.

-Ryan
[Reply][Quote]
Mike Spragg
Posts: 1226
Top 10 forum poster: 1226 posts
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 10:55 AM

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Have you installed the Intellisync Feature Pack ?
[Reply][Quote]
Vincent Vollero
Posts: 7
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 1:52 PM

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Probably so. It is working in the normal scenario of a user syncing up to their own Outlook calendar. Part of my problem is that this environment was configured by people who are no longer here. If I see "Outlook" on the SalesLogix Client main menu, does this mean it's installed?
[Reply][Quote]
Vincent Vollero
Posts: 7
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 1:58 PM
More info just came my way. We are not using Intellisync. We are using Advanced Outlook Integration.
[Reply][Quote]
Mike Spragg
Posts: 1226
Top 10 forum poster: 1226 posts
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 2:10 PM

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It's part of parcel of the same thing - it's how those changes sync out to users
[Reply][Quote]
Vincent Vollero
Posts: 7
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 2:13 PM

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Then the answer to your question is - maybe. How do I confirm that the Intellisync Feature Pack is installed?
[Reply][Quote]
Mike Spragg
Posts: 1226
Top 10 forum poster: 1226 posts
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 2:30 PM

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Attempt to re-apply it - it will say if it's already installed. If you cannot find the distribution - I suspect the answer to maybe was actually no
[Reply][Quote]
David Henry
Posts: 207
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 2:36 PM

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I highly suggest installing the "Outlook Integration" Intellisync feature pack on all your client machines. It upgrades the core Intellisync Engine and provides support for your needs. Also, it resolves that pesky double calendar posting.

http://support.saleslogix.com/download/products/intellisync/intellisync_feature_pack_for_slxv62.zip

Also, if you have SalesLogix on thin client you will also need to install this feature pack on there as well.

I have a script that installs this feature pack and re-configures the Intellisync options (used for mass deployment of this feature pack). Anyone have intrest in this?
[Reply][Quote]
Vincent Vollero
Posts: 7
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 2:45 PM

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I have confirmed that it is installed, and that Advanced Outlook Integration is turned on. The key issue at hand is in regards to a user scheduling an Activity (Meeting, Phone Call, etc.). In it's current design AOI will not automatically send a notification or place the Acitivity on the Leader's Outlook calendar until that leader goes into Sales Logix and actually opens and edits that Acitivity. The official workaround for this is to add the leader as one of the invitees. Unfortunately our clients have rejected this solution. What I'm being asked to do is somehow "trick" the system into thinking that the Leader has edited the Activity, which woul then place the activity onto the Leader's Outlook calendar. I know, ridiculous, but any suggestions would be helpful.
[Reply][Quote]
Mike Spragg
Posts: 1226
Top 10 forum poster: 1226 posts
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 3:05 PM
Are you running an Exchange shop ? If so, would strongly suggest you get a copy of Exchange Link from SLX - it automatically removes this unnecessary step. Essentially, the design spec was that if an appt goes into SLX it has to be confirmed in SLX before it then goes out again.

This is one of the primary reasons for our (e1) abandonment of Intellisync - it just doesn't work the way you want it to you. ExchangeLink is the way to go !
[Reply][Quote]
Vincent Vollero
Posts: 7
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 3:40 PM

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Yes we are. Is an additional product that needs to be purchased?
[Reply][Quote]
Mike Spragg
Posts: 1226
Top 10 forum poster: 1226 posts
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 3:45 PM
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No, currently it's a free of charge item - speak to your BP/account manager.
[Reply][Quote]
Vincent Vollero
Posts: 7
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 06 3:47 PM

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Thanks a lot Mike! I hope this works out for us.
[Reply][Quote]
Kurt Wolfe
Posts: 1
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 07 Mar 08 10:41 AM
Just taking a chance here. Do you happen to use ExchangeLink? Our systems admin is having tons of issues with this software. Appts get lost, duplicated, etc. Is it possible he could talk to you regarding your implementation. Any help would be greatly appreciated.

Kurt
[Reply][Quote]
Bob (RJ)Ledger
Posts: 1103
Top 10 forum poster: 1103 posts
 
Re: Intellisync and Outlook IntegrationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 08 Mar 08 12:24 PM
I suggest you have him contact your BP or SalesLogix Tech Support.

Sounds like "someone" forgot to read teh documentation. There's warnings in it about using Intelisync w/EL and AOI as well.
--
RJLedger - rjlSystems
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