Skip to main content
All CollectionsEMAILEmail Integration
Outlook Troubleshooting Tips
Outlook Troubleshooting Tips
Updated over a month ago

If you are experiencing issues with the CASEpeer Outlook Add-in, try the following:

NOTE: Before attempting any of these troubleshooting techniques, ensure that you are adding and using the CASEpeer Add-in through the Microsoft Outlook app and not the browser version.

For problems with accessing the Get Add-Ins button in Outlook:

  • Verify you are using the latest version of Outlook. Here's how to check which version of Outlook you have.

  • Verify that the Operating System running on your computer is up to date. Here's how to check which OS is running for Windows and for macOS.

  • Verify the New Outlook option is turned Off. If New Outlook is turned On, turn it Off and restart Outlook.

Screen_Shot_2021-08-04_at_2.48.19_PM.png

Verify that you are Online in Outlook.

  • If you are unable to locate the Add Custom Add-In button please paste this link to your browser: https://aka.ms/olksideload this link will take you to that page directly

Screen_Shot_2021-08-04_at_3.03.44_PM.png

  • Windows

    • Navigate to File.

    • Select Office Account.

    • Select Manage Settings.

  • macOS

    • Navigate to the Outlook dropdown menu in the desktop toolbar next to the Apple logo.

    • Select Preferences and click on Privacy.

    • Click on Manage Connected Experiences and make sure all Connected Experiences are enabled.

Screen_Shot_2021-08-03_at_4.34.31_PM.png

If you are still unable to access the Get Add-Ins button, remove your email account from Outlook and re-add it.

  • Windows

    • Navigate to File.

    • Select the Account Settings dropdown, and click on Account Settings.

    • Select the account you want to remove and select Remove.

    • Click Yes to confirm the removal.

    • Here's more on Email Account Removal for Windows users.

  • macOS

    • Navigate to the Outlook dropdown menu in the desktop toolbar next to the Apple logo.

    • Select Preferences and click on Accounts.

    • Click on the account you want to remove.

    • Click on the Minus toward the bottom left of the screen.

    • Select Delete From This Device.

Screen_Shot_2021-08-04_at_3.34.09_PM.png

For problems with logging into the CASEpeer Add-in:

  • NOTE: The Username field auto-capitalizes the first letter and is case-sensitive.

  • Verify that your Username is typed exactly as it appears in CASEpeer.

  • If either the Username or Password is entered incorrectly, you will remain on the Loading Screen.

  • If you are stuck on the Loading Screen, exit and reopen the CASEpeer Add-in to try logging in again.

Screen_Shot_2021-08-04_at_4.00.25_PM.png

For problems with the CASEpeer Add-in appearing grayed out:

Screen_Shot_2021-12-16_at_9.28.45_AM.png
  • Navigate to the Organize Section of the toolbar.

  • Click on the dropdown for Reading Pane.

Screen_Shot_2021-12-16_at_9.32.36_AM.png
  • Select Right or Bottom to turn on the Reading Pane.

Screen_Shot_2021-12-16_at_9.35.49_AM.png
  • The CASEpeer Add-in will now appear in full color.

Screen_Shot_2021-12-16_at_9.38.39_AM.png
Did this answer your question?