In Outlook Online, why is the FYI Add-in not refreshing properly or the filing details not correctly pre-filled?
When running Outlook Online (the web app in a browser) I am getting the following issues:
- The pre-filled client filing details are not correct. These are being pre-filled from the initially used email.
- The FYI Add-in does not refresh when an email is selected. When an email is selected, a small spinning wheel appears briefly in the FYI Add-in to indicate it is refreshing.
Conversation View in your Outlook Online has been set as "Off",
Use Settings to set Conversation View in your Outlook Online so this is NOT set to "Off". Then check that you can switch between items in Outlook.
For details, refer to this Microsoft article. Change how email is displayed in Outlook on the web
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports