- How do I uninstall the application from my CRM setup (Pre version 5.2 Sales Intelligence installation)?
- How do I uninstall the application from my CRM setup (Versions 5.5 - 6.1 Sales Intelligence installation)?
- How do I uninstall Sales Intelligence from my SugarCRM version 6.2.1?
- I get an unknown host error when exporting contacts to my CRM. How do I resolve?
- I get an error while attempting to export/sync information from Sales Intelligence to my CRM. How do I resolve?
- Should a user have the 'export' permissions enabled to use Sales Intelligence Sync function?
- What Fields are exported to the CRM during the Sales Intelligence Sync/Export function?
Q: How do I uninstall the application from my CRM setup (Pre version 5.2 Sales Intelligence installation)
A: Please follow the steps below:
- Go to Admin Studio (Under Developer Tools) Accounts Layouts DetailView: If any SALESVIEW field is present, remove from the layout.
- Save and deploy the Detail View layout.
- Repeat the above steps for Leads, Opportunities.
- Please follow the steps mentioned at https://kb.demandbase.com/hc/en-us/articles/7273879079963-Installing-InsideView-Insights-in-SugarCRM to reinstall the application.
Q: How do I uninstall the application from my CRM setup (Versions 5.5 - 6.1 Sales Intelligence installation)
A: Sign in to your CRM as an Admin and uninstall the Sales Intelligence package from the Module Loader.
No need currently Sales Intelligence is embedded with SugarCRM on demand.
Q: How do I uninstall Sales Intelligence from my SugarCRM version 6.2.1?
A: Please follow the steps below:
- Login to SugarCRM in an Administrator role.
- Go to Admin- System Section - Connectors
- Connectors - Enable Connectors- Sales Intelligence tab will be shown under which it has two Lists titled Enabled and Disabled
- Select the Entity or Object (Accounts/Contacts/Opportunities/Leads) from the Enabled section and drag and drop it in the Disabled section click the Save button.
Q: I get an error while attempting to export contacts from my Sales Intelligence integration from within the CRM to my CRM.
“There was some problem while performing this operation - ; nested exception is: java.net.UnknownHostException:...”
A: Please contact support@insideview.com
Q: I’m a Sugar On Premise user. I get an error while attempting to export/sync information from Sales Intelligence to my CRM:
“There was some problem while performing this operation. You do not have access.”
A: Please check if your user role in your CRM has the "export" field set to none for all object types. The field needs to have permissions on it so that we can find Account, Lead and Contact matches while doing an export.
Also, please ensure that your CRM can be accessed outside of your internal official networks i.e you have an Internet Facing Deployment of your CRM. This is required for Sales Intelligence to be able to Sync/Export data to your CRM. If you cannot access your CRM outside of your office network, please check with your CRM Admin to make the required changes.
Q: Does a Sugar User have to have the "Export" permissions enabled in order to use the Sales Intelligence Sync function?
A: The API operation we perform during Sync requires the user to have the ‘Export’ permission enabled. The ‘Delete’ permission is not required.
The user must have the "Export" permission enabled even if he/she has "Edit" permissions for that specific object.
Q: What Fields are exported to the CRM during the Sales Intelligence Sync/Export function:
|
Accounts |
Leads |
|
Company Name |
Company Name |
|
Ticker |
|
|
Industry |
Description |
|
Sic |
Website |
|
Company Type |
Phone |
|
Revenue |
Fax |
|
Phone |
Address: Street, City, State, Country, Zip |
|
Fax |
Lead Source |
|
Website |
|
|
Number of Employees |
|
|
Description |
|
|
Address: Street, City, State, Country, Zip |
|
We can add the contact fields which are available in the Admin UI page. We support the contact fields also.