In Outlook Online, why is the FYI Add-in not refreshing properly or the filing details not correctly pre-filled?

Plan: Available: All plans 

Users: Available: All users

Practice Management Source: Available: All sources

Issue

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.
    mceclip3.png

Cause

Conversation View in your Outlook Online has been set as "Off",

Solution

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

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