I'm the admin for my company and we have set all our users up with the Outlook extension for tracking and logging their sales emails in the Free CRM. Some users stay logged into this extension and their emails log and track, while others are logged out at random intervals after a few days or weeks, and have to duplicate their work by forwarding sales emails to the Forward Email that were sent during their down time. Is this normal? Or should the extension, theoretically, be ALWAYS logged in? Can anyone here explain why the Outlook Extension app is not staying logged on for all users? Does the extension log a user out when a certain event takes place, such as an Outlook update, computer restart, closing of the Outlook app, etc.? Knowing the reasoning behind when the app logs out would help our training process tremendously.
That's great. Let us know how you go with the troubleshooting. Thank you. I was informed also today, that as a security feature Hubspot can boot you out to re log in every 30 days.
The troubleshooting article did not answer my question. My question is more about what is normal behavior vs what is a malfunction that needs troubleshooting. We are not having trouble logging in, nor is the add-in malfunctioning once logged in. Simply, why does the app not stay logged in? And is this a malfunction or is this normal, expected behavior that we need to adjust to? Is it normal have to check regularly to make sure you are logged into the add-in? Do other users find that this disrupts their workflow? Does the log out happen after any particular events, like an outlook update, computer restart, closing of the app, etc. in a predictable way?
The troubleshooting article did not answer my question. My question is more about what is normal behavior vs what is a malfunction that needs troubleshooting. We are not having trouble logging in, nor is the add-in malfunctioning once logged in. Simply, why does the app not stay logged in? And is this a malfunction or is this normal, expected behavior that we need to adjust to? Is it normal have to check regularly to make sure you are logged into the add-in? Do other users find that this disrupts their workflow? Does the log out happen after any particular events, like an outlook update, computer restart, closing of the app, etc. in a predictable way?
Thank you for your reply, and apologies if that was not clear. You should not get logged out continuously, and for that reason, I'd invite your colleagues experiencing this following the steps from the Outlook VSTO Desktop article, and more particularly the Login or loading issues as this could be related to their Internet Explorer settings.
If this still does not work, would you mind giving specific examples as well as screenshots of where exactly this is happening and the exact steps leading to this? The more information, screenshots, and details you can provide the better we can assist!