Outlook Add-In

  • Updated

Using Microsoft Outlook

This article covers the following topics:

Introduction 

Who hasn't experienced the frustration of having two fantastic applications which simply won't interact with each other? 

At BigChange we always like to be part of the solution and so we have created the BigChange Microsoft Outlook Add-in, which allows you to seamlessly attach selected emails to Notes, either from within your desktop Outlook app or from Outlook Online. 

This means that important information can be stored centrally against Notes in the CRM, facilitating remote working and allowing access for anyone with a laptop or device and an internet connection.

The Add-in can be found in the Microsoft store by clicking here.

_____________________________________________________________________

 

Video

  

_____________________________________________________________________

 

Webinar

_____________________________________________________________________

 

 

 

Troubleshooting

The Microsoft Outlook Add-in is hosted on the Microsoft Store and allows customers to easily add emails to existing notes or create new notes from within the add-in itself. It is available to BigChange customers free of charge, however, users must be running supported versions of Microsoft Office.

Supported versions are clearly shown on the Microsoft Store Listing. Whilst BigChange does all it can to support the add-in, there are unfortunately some errors that can only be corrected by our customers/customers' IT teams.

This is due to the mail infrastructure being outside of BigChange’s control. For these issues, we can only provide an explanation as to the cause and suggest corrective action.

 


Error Codes: 5012 & 50092

Error Message: The message displayed will read: 'This email could not be processed. Please try again in 5 to 10 minutes, to allow Outlook to process the email first' or 'Error Code 5012'.

Cause and Solution: These issues are the result of a lack of email headers. The headers are used to establish who an email is being sent ‘to’ and ‘from’ and without these, we can't search the BigChange CRM module for a contact note for it to be attached to. The reason for the lack of these headers can vary and could either be from components related to the sender or recipients email servers, for instance, delays in sending emails externally whilst being processed by anti-virus software. Since these issues are external to the BigChange platform and out of our control (since we are neither the sender nor recipient of the email to be imported), we are unable to resolve this issue on your behalf.

Please contact your email provider for further investigation as to the possible cause of missing email headers. Alternatively, users can add themselves in as recipients of a copy (cc) or blind copy (bcc) and this may allow the received email to be imported.

 


Error Code: 5005

Error Message: The message displayed will read: 'You have insufficient privileges to run this add-in' or 'Error Code 5005'.

Cause and Solution: The user doesn’t have ‘Contact Note View’ permissions. This needs to be enabled.

 


Error Code: 5006

Error Message: The message displayed will read: 'An error occurred and your email was not attached to the note' or 'Error Code 5006'.

Cause and Solution: This can occur when the web service supporting the add-in loses its connection to the database and results in a Timeout Error. Please check our ‘System Status’ tab for any known issues.

 


Error Codes: 5000, 5002, 5004, 5006, 5008, 5010, 50031 & 50032

Error Message: The message displayed will read: 5000, 5002, 5004, 5006, 5008, 5010, 50031 or the following error messages 'Connection Error', 'Initialisation Error'. 'Server Error', 'Unable To Load User Information'.

Cause and Solution: BigChange’s supporting systems may be experiencing latency – please check our ‘System Status’ tab for any known issues.

 


Dropdown list not positioned correctly on Outlook Online

Error: Dropdown list of existing notes is not positioned correctly.

Cause and Solution: This occurs when the browser is not maximised. Please maximise your browser window when using the add-in.

 


PDF of Email Not Generated Correctly

Error: When the email is generated, the PDF is not formatted ‘correctly’.

Cause and Solution: BigChange uses PDF conversion software that cannot handle certain email formatting. We have trialled various other packages but this seems to be a universal issue.

 


Some Elements are Missing from the Email in PDF Format

Error: Some elements are missing from the email when converted to PDF.

Cause and Solution: The element is deemed unsafe by Outlook and cannot be converted to PDF.

 


Add-in Has to Restart Because it is Not Responding

Error Message: The message displayed will read: 14.png

Cause and Solution:

This occurs when the machine the add-in is being run on is not powerful enough and it can't complete code executions within 5 seconds. Outlook will shut down the add-in when processing doesn't occur within the 5 seconds time period. Users should consider migrating to a more powerful machine.

 


Add-in is Greyed Out

Error: The add-in is greyed out and cannot be used.

Cause and Solution: Outlook may have disabled our add-in if it failed (with the above ‘add-in not responding’ error) a number of times. Alternatively, another add-in on the user’s machine may have issues and has caused ALL add-ins including ours to be disabled. Please contact your company's IT department for further support.