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Sugar CRM Outlook plug-in Appointments not visible

Christopher Hart

I have an instance where the Appointments option is not visible under Synch to Sugar on Outlook.

When connecting using a different Sugar instance, the Appointments option does show (as seen below)

I have checked that the meetings module is visible and the user has ALL access for the meetings module in his profile.

I'd be grateful for any guidance?

Regards

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  • 0

    Hi Christopher - I have EXACTLY the same issue with one of our Users!  Have you been able to resolve it?  (Meetings Module is visible)

    Thanks

    Sam

  • 0 in reply to Samantha Gowland

    Hi, yes I did actually. The root cause was simply due to the fact that the user did not have Delete permission for that module. The Access CRM Plug-In for Outlook performs create, read, update, and delete (CRUD) operations and therefore requires the user to have all these permissions else the menu item is hidden within Outlook. Hope that helps...

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  • 0 in reply to Samantha Gowland

    Hi, yes I did actually. The root cause was simply due to the fact that the user did not have Delete permission for that module. The Access CRM Plug-In for Outlook performs create, read, update, and delete (CRUD) operations and therefore requires the user to have all these permissions else the menu item is hidden within Outlook. Hope that helps...

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