crm-now/ps Manual For The Outlook Plugin First Edition

Transcription

1 crm-now/ps First Edition

2 crm-now/ps: Copyright 2006 crm-now Revision History Revision Release Version crm-now c/o im-netz Neue Medien GmbH, Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and crm-now was aware of a trademark claim, the designations have been printed in caps or initial caps. While every precaution has been taken in the preparation of this book, the publisher assumes no responsibility for errors or omissions, or for damages resulting from the use of the information contained herein. crm-now makes no warranty for the use of crm-now/ps system and assumes no responsibility for any errors which may appear in this document nor does it make a commitment to update the information contained herein. Manual ID:

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5 crm-now/ps Table of Contents Chapter 1. About This Manual The Structure Of The Manual Installing And Uninstalling System Requirements Installing Uninstalling Configuration Working With The Plugin Preferences Transfer s To The CRM Synchronizing Contacts Synchronizing Tasks Synchronizing Calendar Entries Chapter 2. Troubleshooting Tips Solutions Known Issues Chapter 3. Support v

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7 crm-now/ps Chapter 1. About This Manual This manual describes how you can install the Outlook Plugin for the crm-now/ps System and how you can work with it. Using the Outlook Plugin, you can perform the following tasks between the MS Outlook Mailclient and the CRM system: Transfer messages from MS Outlook to the crm-now/ps system Synchronizing contacts Synchronizing tasks Synchronizing calendar entries The software described in this manual is provided within the scope of Open Source licensing and must be used in accordance with these conditions. This manual addresses users who are familiar with the basic functions of the CRM system. Version and edition of the manual You can find the version of the edition on page two of this manual. The first three digits identify the document whereas the subsequent three digits represent the version number. The version number will be increased in each new release of the software. The last digit indicates the edition within a software version The Structure Of The Manual This manual is divided into following parts: Installing and uninstalling Working with the plugin Troubleshooting tips It is not necessary to read the entire manual in order to work with the software. We will explain how you can configure the system to fit to your needs and how to use it effectively. The aim of this manual is to bring together the knowledge about the functions and features of the software. The document has a clear structure, starting with the basics and getting in more details as you move ahead. In addition, references to other useful resources are provided Installing And Uninstalling Download the program. You can find the file under the [Help] tab of your CRM system System Requirements The Outlook Plugin will be installed on your computer. In order to work with the software prop- 1

8 Chapter 1. About This Manual erly, your computer must fulfill the following system requirements: Operating System: Windows XP, SP2 Installed Software: Outlook 2003 Processor: x486 Available Disk Space: 10 MB Available RAM: 256 MB The following preparations must be done before installing the software: You must have administration privileges on your computer. You have to know the Outlook login information of your crm-now/ps server. These login details consist of a web address (URL), the user name, and the password. You should have an internet connection using DSL. You should stop all running programs before starting the installation. Important The Outlook login details for your crm-now/ps server include an URL. This URL differs from the URL you use to access the CRM system. Please contact crm-now in order to obtain the Outlook access URL Installing The program for the Outlook Plugin can be downloaded under the [Help] tab of your CRM system. Please follow these steps for installation: Procedure: 1. Search for the Outlook-Plugin on your computer. 2. Start the program. 3. Follow the instructions in order to install the software. 4. Reboot your computer. Tip The installation can take a few minutes. After successfully installing the Outlook Plugin, you can find new buttons in Outlook for s (Associate With vtigercrm), contacts (Sync Contacts), tasks (Sync Tasks), and calendar (Sync 2

9 Chapter 1. About This Manual Calendar) Uninstalling To uninstall the Outlook Plugin, please follow the steps: Procedure: 1. Stop Outlook. 2. Open the Software directory under the Windows control panel. 3. Search for "vtiger CRM Outlook Plug-in" and click [Remove]. 4. Restart your computer. Tip The uninstalling process can take a few minutes Configuration After successfully installing the Outlook Plugin, you have to configure the program. While configuring, you need your crm-now/ps login details. The following steps are necessary: 1. Start MS Outlook. 2. Select [Login] under the new vtigercrm menu. Please insert the Outlook login details to access your CRM system: User Name: Please insert the username of your crm-now/ps system. Password: Please insert the password of your crm-now/ps system. vtiger URL: Please insert the URL for your access to the crm-now/ps system. Remember Me: The plugin recognizes you if this checkbox is activated. Note It depends on your Outlook version if you are asked to login after restarting the program. The Remember Me function makes sure that your login details are stored. 3. Click [Login] and your login details will be transferred. 3

10 Chapter 1. About This Manual 1.3. Working With The Plugin Preferences During synchronization - which will be described in Chapters 3.3 up to conflicts may occur. For instance, informations about a certain task may be different in Outlook and the CRM. Having the Preferences, the plugin offers you a comfortable possibility to deal with conflicts. In addition, the Preferences help you to choose the relevant Outlook folders for synchronization. You can find the Preferences in the vtigercrm menu. Here, you can: Select Outlook folder for synchronization: In the first field, you can choose the Outlook folder for the synchronization of contacts. Click on the nameless button on the right, and your Outlook folder structure will be displayed. In the second field, you can choose the Outlook folder for the synchronization of tasks whereas in the third field, you may choose the Outlook folder for the synchronization of calendar entries. Adjust settings for conflict treatment: The plugin informs you about conflicts while synchronizing if Notify when conflict occurs is activated. If you activate Microsoft Outlook Wins, the respective Outlook entry will be seen as dominant by the plugin, and the corresponding CRM entry will be overwritten. vtigercrm Wins means that the CRM entry is seen as dominant. Click Show conflict resolution dialog and the plugin offers you a dialog in order to deal with the conflict Transfer s To The CRM Each which is stored in Outlook may be transferred to the CRM and can be linked to a contact. In order to transfer an to the crm-now/ps system, select the of choice and click the [Associate With vtiger CRM] button. If you work with Windows XP, SP2, a window will pop up. This window is a security announcement by Outlook. It says that the plugin is accessing stored addresses. If you are willing to grant access, you have to set a time window. Then click Yes. Another window, as shown in Figure: Contact Selection For s will pop up. 4

11 Chapter 1. About This Manual Figure 1.1. Contact Selection For s In This window, you may: Determine the transfer destination in the CRM under the Contacts tab. View and edit your under the Edit Message tab. For instance, this is useful if you don't want to store the entire message in the CRM. List the attachments of the respective under the the Attachments tab. Note Please note that only attachments with a size less than 700 kb may be uploaded. The CRM system won't examine attachments which means that it's up to you to make sure that no viruses, worms or other harmful files are saved in the CRM. However, though those infected files may harm your computer, they mean no danger to the CRM. In order to determine the right destination in the CRM, the plugin supports you with a set of possibilities. The CRM system searches independently for available contacts within the CRM. The list underneath of Select a Contact to Associate with Current Message diplays all contacts whose address can be related to the respective message. The list is empty if the CRM is not able to find a related contact. You have the possibility to search for another contact by entering another address under Search for Contacts in vtiger CRM. Then click the [Search in vtigercrm] button. If the field is empty, the plugin lists all contacts which are assigned to the user logged in. Having found the desired contact, click the [Add to vtiger CRM] button and the will be transferred tot he CRM. The message Successfully Added to vtigercrm informs you about a successful transmission. You can find the under the tab in the detail view of the respective contact. 5

12 Chapter 1. About This Manual Tip You may use the "%"-sign as wildcard which means you can use incomplete addresses and the plugin lists related addresses. For instance, using as an address, all contacts with the domain "crm-now.de" in the address will be listed. If you use the "%"-sign alone, all contacts will be shown Synchronizing Contacts Synchronizing means the comparison of data. Customer-related contacts of Outlook and the CRM are compared and transferred from one system to the other if necessery. In addition, inconsistent data can be corrected and redundant entries may be deleted. Tip It is useful to gather all contacts which are to be synchronized in a special category. Read the Outlook manual for further information on that topic. Procedure: 1. Start Outlook and open the folder Contacts. 2. Click the new Outlook button [Sync Contacts]. 3. Grant access to the stored data. The contact entries of the CRM and Outlook are compared and a dialog as shown in Figure: Synchronization Results I will pop up. Figure 1.2. Synchronization Results I 6 By clicking the [View Details] button, you can see all details of the contacts to be synchro-

13 Chapter 1. About This Manual nized. A window as shown in Figure: Contact Details will pop up. Thus, you can control the information of the contacts which are synchronized. Figure 1.3. Contact Details Warning Deleted contacts remain invisible within the CRM! As a result, those contacts are deleted in Outlook during the next synchronization. You can prevent unwanted deletion by copying your Outlook contacts and save them in another folder Synchronizing Tasks Tasks stored in Outlook and in the CRM are compared and transferred from one system to the other if necessary. In addition, inconsistent data can be corrected and redundant entries may be deleted. Tip It is useful to gather all contacts which are to be synchronized in a special category. Read the Outlook manual for further information on that topic. Procedure: 1. Start Outlook and open the folder Tasks. 2. Select the tasks to be synchronized. 3. Click the new Outlook button [Sync Tasks]. 7

14 Chapter 1. About This Manual 4. Choose the desired category. 5. In the window popped up, click [Synchronize]. Warning If you haven't chosen a category, all contacts are subject to synchronization. If it's the first time you synchronize tasks, the following procedure is recommended: Label all tasks which are to be synchronized and gather them in a special category. Choose Notify when conflict occurs in the vtigercrm -> Preferences menu. For further information, please refer to Chapter: Preferences. The CRM and Outlook entries are compared and the dialog shown in Figure: Synchronization Results II pops up. Figure 1.4. Synchronisation Results II 8 By clicking the [View Details] button, you can see all details of the tasks to be synchronized. A window as shown in Figure: Task Details pops up. All tasks are listed in the window. Thus, you can control the information of the tasks which are synchronized.

15 Chapter 1. About This Manual Figure 1.5. Task Details Tip Tasks linked to contacts may not be synchronized Synchronizing Calendar Entries Calendar entries stored in Outlook and in the CRM are compared and transferred from one system to the other if necessary. In addition, inconsistent data can be corrected and redundant entries may be deleted. Tip It is useful to gather all contacts which are to be synchronized in a special category. Read the Outlook manual for further information on that topic. Procedure: 1. Start Outlook and open the Calendar folder. 2. Select the desired calendar entries. 3. Click the new Outlook button [Sync Calendar to vtigercrm]. If it's the first time you synchronize calendar entries, the following procedure is recommended: 9

16 Chapter 1. About This Manual Label all entries which are to be synchronized and gather them in a special category. Choose Notify when conflict occurs in the vtigercrm -> Preferences menu. For further information, please refer to Chapter: Preferences. The calendar entries of the CRM and Outlook are compared and the dialog shown in Figure: Synchronization Results III pops up. Figure 1.6. Synchronization Results III By clicking the [View Details] button, you can see all details of the calendar entries to be synchronized. A window as shown in Figure: Calendar Details pops up. All entries are listed in the window. Thus, you can control the information of the entries which are synchronized. Figure 1.7. Calendar Details 10

17 crm-now/ps Chapter 2. Troubleshooting Tips 2.1. Solutions Table 2.1. Error Messages During Synchronisation Problem Solution The message Could not send soap requests Please check your login details as described in to vtiger CRM is displayed. Chapter: Configuration Known Issues The following issues are known and should be removed by the next release: While synchronizing contacts, the first letter of the first name will be converted into a capital letter. 11

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19 crm-now/ps Chapter 3. Support The crm-now team will support you working on the CRM system and the webforms. If you have questions, hints or wishes, feel free to send an to: You can contact crm-now under the following address: crm-now c/o im netz neue medien GmbH Am Borsigturm Berlin Telefon: +49 (0)

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