Upgrading: Difference between revisions

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If you have been using the "classic" Outlook client there are some things to know before you upgrade.  
If you have been using the "Classic" Outlook client there are some things to know before you upgrade.  


* CRM Together will support both the classic and new clients for the next year which will be July 2022 as of writing this. So there is no panic or rush to migrate.  
* CRM Together will support both the classic and new clients for the next year which will be July 2022 as of writing this. So there is no panic or rush to migrate.  


* The new client requires SSL. This means that your CRM url must be using "https". Most browsers now really push this and as security is becoming a bigger issue by the day we think all our customers and partners should get this to secure their data in transit.  Please check out our blog on this on our website [https://crmtogether.com/securing-your-sage-crm-instance/ Securing your Sage CRM]
* The new client requires SSL. This means that your CRM URL must be using "https". Most browsers now really push this and as security is becoming a bigger issue by the day we think all our customers and partners should get this to secure their data in transit.  Please check out our blog on this on our website [https://crmtogether.com/securing-your-sage-crm-instance/ Securing your Sage CRM]


* The new client does not have any of the options(settings). We slimed things back for various reasons like things not being needed anymore and also as some were edge cases. This simplifies the setup and use of the system and makes it easier for end users to use.
* The new client does not have a settings tab. This simplifies the setup making it easier for end-users to use.


* IIS Autologin is not supported in the new client and there are no plans to support this.  
* IIS Autologin is not supported in the new client, there are no plans to support this.  


* For the Outlook 365 support Microsoft require that SSL is used.  
* For the Outlook 365 support, Microsoft, requires that SSL is used.  


* Appointments must be linked to CRM. We changed this so users explicitly decided what goes into CRM. This is related to user privacy. When sending an email the Accelerator buttons must be used so the user knows and decides that this email is going into CRM.  
* Appointments must be linked to CRM. We changed this so users explicitly decided what goes into CRM. This is related to user privacy. When sending an email the Accelerator buttons must be used so the user must make a conscious decision to file to CRM.  


* Outlook Tasks are no longer linked at all to CRM from Accelerator. Please use the Sage CRM exchange tool for this.  
* Outlook Tasks are no longer linked to CRM from Accelerator. The Sage CRM exchange tool must be used for this.  


* CRM Together host the core application which is a web application so we can update this at any time. The outlook client updates are easier to roll out and users will see a message to update the client. This is the same as on your mobile smartphone where it tells you an update for an app is needed. Users do not need admin permission to install the add in or its update. We believe this is a modern experience that users are used to now.
* CRM Together hosts the core application which is a web application so can be updated at any time. The outlook client updates are easier to roll out and users will see a message when a client update is available. Users do not need admin permission to install the add-in or updates.  


* Minor server updates will be available to apply via the CRM UI making it easier for changes to be rolled out.  
* Minor server updates will be available to apply via the CRM UI making it easier for changes to be rolled out.  


* The new client looks different and it is a completley re-written software base. The UI is not quite the same as Sage CRM and has some UI differences.  
* The new client has a fresh new look and feel with a completely rewritten software base. The UI is not quite identical to the Sage CRM interface and is modeled more on the Outlook experience.  


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A. Appointments must be linked to CRM
A. Appointments must be linked to CRM


B. Preview Shared Documents
B. Shared Documents can be previewed before attaching to an email


C. Preview Email templates
C. Email templates can be previewed before selected for use


D. Email Context Search returns all matches (person, company, lead)
D. Email Context Search returns all matches (person, company, lead)


E. Pipeline area for opportunities and cases
E. A new visual and list-based Pipeline is available for opportunities and cases (custom pipelines can be exposed e.g.  ERP data


F. User UI controls (themes, fonts)
F. UI controls have been extended to include a choice of themes and font sizes


Key features removed.


a. Save attachment only.  
Features removed.
 
a. Save attachment only (A complete copy of the email is now filed, including attachments).  


b. IIS Autologon support
b. IIS Autologon support


c. Open task pane when email contains a tag
c. Automatic open of task pane when an email contains a tag


d. Phone screen does not display phone numbers (they are all in the task pane)
d. Phone screen does not display phone numbers (they are all in the task pane)


e. Tags always go into the email body now (subject is not an option)
e. Tags always go at the end of the email body now (the subject is not an option)


f. Outlook Task linking  
f. Outlook Task linking  


g. Auto save of incoming email  
g. Autosave of incoming email  


h. Auto save tagged emails  
h. Autosave of tagged emails  


i. Address Management  
i. Address Management  

Revision as of 00:36, 25 June 2021

If you have been using the "Classic" Outlook client there are some things to know before you upgrade.

  • CRM Together will support both the classic and new clients for the next year which will be July 2022 as of writing this. So there is no panic or rush to migrate.
  • The new client requires SSL. This means that your CRM URL must be using "https". Most browsers now really push this and as security is becoming a bigger issue by the day we think all our customers and partners should get this to secure their data in transit. Please check out our blog on this on our website Securing your Sage CRM
  • The new client does not have a settings tab. This simplifies the setup making it easier for end-users to use.
  • IIS Autologin is not supported in the new client, there are no plans to support this.
  • For the Outlook 365 support, Microsoft, requires that SSL is used.
  • Appointments must be linked to CRM. We changed this so users explicitly decided what goes into CRM. This is related to user privacy. When sending an email the Accelerator buttons must be used so the user must make a conscious decision to file to CRM.
  • Outlook Tasks are no longer linked to CRM from Accelerator. The Sage CRM exchange tool must be used for this.
  • CRM Together hosts the core application which is a web application so can be updated at any time. The outlook client updates are easier to roll out and users will see a message when a client update is available. Users do not need admin permission to install the add-in or updates.
  • Minor server updates will be available to apply via the CRM UI making it easier for changes to be rolled out.
  • The new client has a fresh new look and feel with a completely rewritten software base. The UI is not quite identical to the Sage CRM interface and is modeled more on the Outlook experience.

New features and changes:

A. Appointments must be linked to CRM

B. Shared Documents can be previewed before attaching to an email

C. Email templates can be previewed before selected for use

D. Email Context Search returns all matches (person, company, lead)

E. A new visual and list-based Pipeline is available for opportunities and cases (custom pipelines can be exposed e.g. ERP data

F. UI controls have been extended to include a choice of themes and font sizes


Features removed.

a. Save attachment only (A complete copy of the email is now filed, including attachments).

b. IIS Autologon support

c. Automatic open of task pane when an email contains a tag

d. Phone screen does not display phone numbers (they are all in the task pane)

e. Tags always go at the end of the email body now (the subject is not an option)

f. Outlook Task linking

g. Autosave of incoming email

h. Autosave of tagged emails

i. Address Management


Scripting support is also limited (as it was before).

Support list

  • screen CustomContent
  • CreateScript items - caption, required,value,readonly
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