iglobe CRM SharePoint App Documentation

8/31/2014 iglobe CRM SharePoint App Documentation Apply to app version 1.1.0.2 Alon Ekelund Tuborg Boulevard 12,3 sal 2900 Hellerup Denmark Phone: +45 28800025 Support: support@iglobe.dk Other question: info@iglobecrm.com URL: www.iglobecrm.com

1 1 CONTENTS 2 Prerequisite... 5 2.1 Basic understanding of the app... 6 3 Set up an app catalog on SharePoint... 6 3.1 Create an App Catalog site... 6 4 Add the app to the SharePoint app catalog... 7 4.1 Add App in App Catalog Site... 7 5 Installation and Configuration of iglobe CRM SharePoint App... 10 5.1 Create a Site collection for IGlobe CRM App... 10 5.2 Adding users to the CRM site... 10 5.3 Deploy IGlobe CRM App from Site... 11 5.4 Configuration... 13 5.5 Register the app... 14 5.6 Configure app setting... 14 5.6.1 How to get the APPURL... 16 5.6.2 How to get SharePoint personal site url... 18 5.7 Web Service Configuration... 18 5.8 Reload iglobe CRM features... 19 6 Setting up your desktop... 21 6.2.1 Add the CRM site to your Trusted... 22 6.3 Email AppPart Settings... 26 7 App documentation... 29 7.1 Libraries... 29 7.1.1 Documents... 29 7.1.2 Document Template... 29 7.1.3 Library... 29 Page 1 of 97

2 7.1.4 Picture... 29 7.1.5 Email... 30 7.1.6 Drop Off... 30 7.1.7 Import File Library... 30 7.2 Operations... 30 7.2.1 Company... 30 7.2.2 Contact... 30 7.2.3 Contract... 31 7.2.4 SSO... 31 7.3 Keywords List in CRM... 31 8 Customize your CRM application... 32 8.1 Company... 32 8.1.1 Create a field (columns)... 32 8.1.2 Change Settings to Modify Content Types... 34 8.1.3 Add Columns in Existing Content Type... 36 8.1.4 Add New Content Type... 39 8.1.5 Views Description... 45 8.1.6 Add Columns in Views... 45 8.2 Contact... 48 8.2.1 Create Columns... 48 8.2.2 Change Settings to Modify Content Types... 48 8.2.3 Add Columns in Existing Content Type... 48 8.2.4 Add New Content Type... 48 8.2.5 Views Description... 48 8.2.6 Add Columns in Views... 49 8.3 SSO... 49 8.3.1 Create Columns... 49 8.3.2 Change Settings to Modify Content Types... 49 8.3.3 Add Columns in Existing Content Type... 49 8.3.4 Add New Content Type... 49 8.3.5 Views Description... 49 Page 2 of 97

3 8.3.6 Add Columns in Views... 50 8.4 Note, Meeting report and Contract... 50 9 NNE Integration... 51 9.1 Data wash using NNE.... 52 10 Upgrade iglobe CRM Solution App... 54 10.1 Update the app catalog with the new release... 54 10.2 Upgrade iglobe CRM... 58 11 Integration... 63 11.1 Import data from a file... 63 11.1.1 Create an import profile... 64 11.2 e-conomic integration... 65 11.2.1 Setup... 66 11.2.2 Import of debtors, updates, ensuring consistency... 67 11.2.3 Save your import profiles... 68 11.2.4 Setting up an import function... 69 11.2.5 Import of Customer... 69 11.2.6 Importing contacts... 72 11.2.7 Import from existing mapping... 73 11.2.8 Sales history... 75 12 Saasu integration... 77 12.1 Setup... 77 12.2 Import of Customers... 79 12.3 Save your import profiles... 80 12.4 Setting up an import function... 81 12.4.1 Import of Customer... 81 12.5 Importing contacts... 84 12.6 Import from existing mapping... 84 12.7 Update Sales history... 85 13 iglobe Outlook mail integration... 88 13.1 Configuring the Harmon.ie in Outlook... 89 13.2 iglobe Outlook app configuration... 94 Page 3 of 97

4 13.2.1 Installing iglobe Outlook App.... 95 13.2.2 Configuration of iglobe Outlook App... 96 14 IGlobe CRM API... 97 15 15. Troubleshooting... 97 Page 4 of 97

5 2 PREREQUISITE This documentation will help you implement and maintain iglobe CRM Solution. iglobe CRM Solution is a SharePoint 2013 app. The app requires a SharePoint on premise server or a SharePoint Online Office 365. The first step is to setup your SharePoint (Online) environment for using app s in general. If you already have done that, then you are ready to implement iglobe CRM. Please move on to chapter 3. The document will help you to understand, how to 1. Install and configure the app 2. Set-up the user s desktop 3. Customize the app to your specific need 4. Email integration 5. Import data to iglobe CRM 6. Integration to ERP This version support e-conomic ERP system (Denmark) and Saasu (Saasu.com) 7. Upgrade to new version of iglobe CRM App. For partners in the EU we strongly advise to contact one of our partner http://www.iglobe.dk/pages/partner_list_eu.aspx to help you implement iglobe CRM. Customers outside the EU, we advise to contact iglobe on support@iglobe.dk Please register you app. For support and notification of new releases, you must register the app. Registration is done from the administration of the app Figure 1 Registration formula Page 5 of 97

6 2.1 BASIC UNDERSTANDING OF THE APP 1. iglobe CRM is a SharePoint 2013 hosted app 2. Browser: IE10 and upper version, Chrome, Mozilla Firefox. Notice some feature requires IE and will not function using other browser. More specific the Outlook Calendar and Task integration requires IE browser. iglobe advise that the app is install and updated in SharePoint App Catalog. If you organization do not have an app catalog follow the instruction in chapter 1. If your organization already have an app Catalog please proceed to Chapter 3. 3 SET UP AN APP CATALOG ON SHAREPOINT An app catalog is a document library on SharePoint where manifest files for task pane and content apps for Office, as well as apps for SharePoint, can be published. iglobe CRM Solution is an App that you will publish in the company SharePoint app catalog. 3.1 CREATE AN APP CATALOG SITE 1. Sign in to the Office 365 admin center with your SharePoint Online admin user name and password. 2. Go to Admin > SharePoint from the top navigation bar. 3. Click Apps on the left navigation section, and then click App Catalog link. 4. Select Create a new app catalog site, and then click OK. 5. On the Create App Catalog Site Collection page, enter the required information, and then click OK. After the App Catalog site is created, you can navigate to it within the SharePoint admin center by clicking Apps >App Catalog. The App Catalog site will have a document library for Apps for Office and a document library for Apps for SharePoint, as well as a list that tracks App Requests from site users. Figure 2 SharePoint App Catalog For more information, please use the following link. http://msdn.microsoft.com/enus/library/office/fp123530.aspx Page 6 of 97

7 4 ADD THE APP TO THE SHAREPOINT APP CATALOG The first step is to add the iglobe CRM app file to you SharePoint app catalog. 4.1 ADD APP IN APP CATALOG SITE Use the following steps to add SharePoint app in app catalog: Open your SharePoint site in browser. Click on Admin dropdown menu from top right corner of the navigation bar, and then click on SharePoint from the menu items. Figure 3 SharePoint Admin This will take you to the SharePoint Administration page like below. Figure 4 SharePoint Administration Window Page 7 of 97

8 Click on apps from the left menu. It will take you to the apps settings page like below. Figure 5 Apps Settings Window Click on App Catalog from the top of the page. It will take you to the following window. Figure 6 Apps for SharePoint Catalog Window Click on Apps for SharePoint from the left menu. It will show you a window like below. Figure 7 App List in SharePoint App Catalog Page 8 of 97

9 Now drag and drop iglobecrm.app package on the apps list as shown in the image below. Figure 8 Drag and Drop App in App Catalog Wait for few minutes for the adding process to finish. This completes the adding of the app in App Catalog. For more information, use the following links http://technet.microsoft.com/en-us/library/fp161234.aspx#addapps http://technet.microsoft.com/en-us/library/cc262410.aspx Page 9 of 97

10 5 INSTALLATION AND CONFIGURATION OF CRM SHAREPOINT APP Deploying an app essentially installs that app on a site for users so that it is available for use. iglobe advise that you deploy the app on a separate site collection, an iglobe CRM site collection. 5.1 CREATE A SITE COLLECTION FOR CRM APP Use the following instruction to create a new site collection. Create a site collection in SharePoint 2013 - http://technet.microsoft.com/enus/library/cc263094.aspx iglobe advise to use a Team Site template for the site collection. Important! After you have created a site collection for iglobe CRM you must at minimum add the administrator of the CRM app to the SharePoint Site Owners group. This will give you the necessary access to configure the app. 5.2 ADDING USERS TO THE CRM SITE iglobe CRM App uses SharePoint site group access and permission. Site owners have the Full Control permission level on that site. They can perform administrative tasks on the site, and on any list or library within that site. Use the following link to learn more on access and permission in SharePoint Online - http://office.microsoft.com/enus/support/introduction-control-user-access-with-permissions-ha102771919.aspx In iglobe CRM site owners are granted admin access to iglobe App and have access to the administration and configuration area of the CRM app. To be able to configure iglobe App you will need to have access to the administration. Figure 9 iglobe CRM Homepage with the administration tab Site Members are users of the CRM app that will not require access to the administration part. CRM Users must be added into the member group. Page 10 of 97

11 After you have configured user access on the iglobe CRM site collection, you are ready to add the iglobe app to your site. 5.3 DEPLOY CRM APP FROM SITE Open the iglobe CRM site collection. From you site open, go to Settings > Add an app from the top navigation bar. Figure 10 Add app from a site Click on the App that you want to add from the available apps list. Figure 11 Added app list Click on Trust IT from the prompt window to proceed. Figure 12 App trust prompt window Page 11 of 97

12 Wait for few minutes it will install IGlobe CRM App in your site. Figure 13 iglobe CRM app has been added to your site You are now ready to start configuring the app Page 12 of 97

13 5.4 CONFIGURATION After successfully completing the app installation, you are now ready to configure the app. Please notice, the person that configure the app must be in the SharePoint site owner group. Only site owner can see the Admin icon and have access to configure the app. Figure 14 iglobe CRM Administration Icon To configure the app, do the following steps: Click on the IGlobeCRM app icon that you just added to you site. This will open the app home page. From home page, click on Admin section. It will take you to the Administration page. Figure 15 iglobe Home page Page 13 of 97

14 5.5 REGISTER THE APP We strongly advise you to register the app. This is the only way we can provide you support and send you notification when new releases are available. Figure 16 Register the app 5.6 CONFIGURE APP SETTING After you have registered the app, move on to configure the app. From the left menu of the Administration page, click on Configuration menu item. It will show you Configuration sub menus. Figure 17 IGlobe CRM App Administration Page From the configuration sub menus, click on App Config menu item. It will take you to the app config page. Page 14 of 97

15 Figure 18 IGlobe CRM App Configuration Item List From the App. Config page, change the items app config values with your own values. To update an item, select an item then select Items tab from the secondary top bar of the page, click on Edit Item from the ribbon button. Figure 19 Configuration Item Selection Window for Edit This will open edit item window like the image below. Page 15 of 97

16 Figure 20 Configuration Item Edit Window Notice! Don t change the Title and AppConfigKey, only change the AppConfigValue. Write the new app config value in AppConfigValue text field. See 5.6.1 how to get the URL that is the value must enter. Click on Save button to save your changes. Update the configuration items by following the same instruction. Notice, you must always change the value of the APPURL and the Personal SiteUrl. 5.6.1 How to get the APPURL An easy way to get the APPURL, When you are in the Admin, copy the browser URL for example. https://iglobe- 525a91bfd02de7.sharepoint.com/sites/CRMDEOMO/IGlobeCRM/Pages/detail.aspx?pag e=admin From this URL you will need the following : https://iglobe.sharepoint.com/sites/crmdeomo/iglobecrm Page 16 of 97

17 Key and Value Settings for Configuration Key Name Key Value Note WeekSta rtday 0 Sunday = 0, Monday = 1, Tuesday =2, Wednesday = 3, Thursday = 4, Friday = 5, Saturday = 6. TotalWor kdays 5 How many work days in a week your office WorkSta rttime 9.00 The time your office starts. In 24 hour format. WorkEn dtime 17.30 The time your office closes. In 24 hour format. NNEAcc esskey ***** The key to access NNE data base services. Notice, NNE is only relevant for Danish customer with a valid NNE subscription. APPURL Your app url. From example [https://iglobedemo.sharepoint.com/sites/ iglobecrmappdev/iglobecrm] Add your app name at the end of your site url. If your CRM site url is https://iglobedemo.sharepoint.com/site s/iglobecrm and app name is iglobecrm then the app url will be https://iglobedemo.sharepoint.com/site s/iglobecrm/iglobecrm. Please don t add app url with app ID. IGService Url The url of your web services. Write the url of your hosted web services. NOTICE, Do not change this. MaxRow Size Personal SiteUrl 1000 [The number of items in a single list.] If you think in a single list, there will be 500 item then write 500, if you think it will be 10,000 then write 10,000. Write your SharePoint personal site url. Your personal site url in SharePoint. Example: https://iglobedemomy.sharepoint.com Exceedthreshold If you expct to have more than 5.000 customer or Contacts set the value to 1 Following is the example how you can get your personal site url. Understanding the thresholds. Microsoft introduced the thresholds in order to prevent large queries from occurring, which have an impact on performance of the SharePoint environment. The List View Threshold states that you cannot have more than 5,000 items (by default) returned in your list view. This does not mean you can only have 5,000 items in the list! It means that when a user clicks into a list, the number of items returned to the user should not exceed 5,000. Page 17 of 97

18 5.6.2 How to get SharePoint personal site url From the office 365 manue click on your name and select about me. This will take you to your personal page. Figure 21 4.5.2 How to get SharePoint personal site url Following picture will give you details idea how to get the personal site url. Figure 22 Personal site URL From the personal site page, copy the url from the browser. Only the part which is highlighted in red marking in the picture below. [Example: https://iglobe-my.sharepoint.com] 5.7 WEB SERVICE CONFIGURATION iglobe CRM uses web services on Azure. A part of the configuration is to authenticate the app up against the web service. Before you can do this, you must reload the browser after you have finished the configuration in part 4.6 Configure app setting. To configure web service configuration, the following steps: Go to Admin > Configuration > Web Service Config. It will open the configuration window like below. Page 18 of 97

19 Figure 23 Web Service Configuration Window Write site user login-name in Login user name field. [User should have read, write and delete permission] Write user password in Password field. Now click on Verify button to verify user authentication. Note: [This user authentication is required for auto email sync, email sync and other services as well.] 5.8 RELOAD CRM FEATURES We are almost done. The last you need to do is to reload the iglobe CRM features. From the administration sub menu, click on Features. It will show you all the features that are in the site. Figure 24 App Features for Administration Deactivate both IGlobe CRM Master List Feature and IGlobeCRM UI Feature features by clicking on Deactivate button. If you cannot see IGlobe CRM Master List Feature and IGlobeCRM UI Feature, Page 19 of 97

20 scroll down to see those features. Figure 25 Deactivate IGlobe CRM Features It will show you deactivation confirmation window like the image below. Click on Deactivate this feature to deactivate the feature. Do the same thing for both features one by one. Figure 26 Deactivation Confirmation of IGlobe CRM App Feature Now you have to activate those features again. First, activate IGlobe CRM Master List Feature and then Activate IGlobeCRM UI Feature. Page 20 of 97

21 Figure 27 IGlobe CRM App Features Activation Click on the activate button to activate both features again. Wait for a while until the feature activation is complete. Now your application is configured. Before you can start using iglobe CRM you will need to configure your browser. In the next chapter, we will work you through how to set up the user s desktop 6 SETTING UP YOUR DESKTOP 6.1 Browser IE10 and upper version, Chrome, Mozilla Firefox. Notice some feature requires IE and will not function using other browser. More specific the Outlook Calendar and Task integration requires IE browser. IGlobe CRM application requires some custom setting in the browser to make it fully functional. This section will describe the compatibility and setting changes needed for the browser. 6.2 Compatibility This application will perform perfectly in IE10 browser. Other browser like Google Chrome and Firefox can be used for running this application. However, some functions requires ActiveX and will only function in IE. Creating a task in iglobe CRM will create a task in Outlook. This will requires the use of Active-X 6.3 CHANGE INTERNET EXPLORER SETTINGS Specific for IE and SharePoint Online there are some setting that you need to make. Page 21 of 97

22 6.3.1 Add the CRM site to your Trusted Internet Explorer assigns all websites to one of four security zones: Internet, Local intranet, Trusted sites, or Restricted sites. The zone to which a website is assigned specifies the security settings that are used for that site. You can choose which websites to assign to the Intranet, Trusted, or Restricted zones. By adding a website to a specific zone, you can control the level of security used on that site. For example, if you have a list of websites that you visit and you completely trust those sites, add those sites to the Trusted zone. We will need to add the iglobe CRM site to your trusted sites to ensure that you re not bothered with ActiveX or other types of warnings, for websites you trust. Follow these steps in Internet Explorer: 1. Open the IGlobe CRM App in your Internet Explorer browser. 2. From the Tools menu button, choose Internet Options. 3. In the Internet Options dialog box, click the Security tab. 4. Click the big, green check mark: Trusted Sites. 5. Click the Sites button. You discover the Trusted Sites dialog box. The website you re visiting is shown next to the Add button. Page 22 of 97

23 Figure 28 IE Settings Trusted sites 6. Click the Add button. 7. The website is added to the list. 8. Click Close. 9. Click OK to send off the Internet Options dialog box. 6.3.2 Security Zone Level Settings Select trusted sites zone from the Security tab and click on Sites button. Click on the Custom level button from the Security tab. It will open the Security Settings window. Page 23 of 97

24 Figure 29 IE Settings Window Custom Level Select Enable radio button from the Access data sources across domains options, which is under Miscellaneous section. Figure 30 IE Browser Settings Miscellaneous Scroll down to find out Initialize and script Activex controls not market as safe for scripting options which is under Activex controls and plug-ins section. Select Enable radio button from the available options. Page 24 of 97

25 Figure 31 Browser Settings Active X Click on the OK button in the Security Settings Window. It will show an alert, click OK to proceed. Click on the OK button in the Internet Options window to save the changes made. Your browser setting is set for the app use. Page 25 of 97

26 6.4 EMAIL APPPART SETTINGS iglobe CRM Is integrated with your Outlook in several ways. One of them is in the CRM Dashboard. The mail app part gets mail entries from your outlook mailbox and from your calendar, displaying the current days meetings. Figure 32 Set up mail app in CRM Dashboard Here is the instruction on how to setup email AppPart in IGlobe CRM app. From IGlobe CRM app homepage, click on Dashboard section Figure 33 App Homepage to go to Dashboard Page Page 26 of 97

27 Or If you are already inside any section of the application, then click on the Dashboard icon from right side module navigation menu. Figure 34 Go to App Dashboard Page from Other Page It will take you to the app User Dashboard page. The Email AppPart is on the top right corner of the User Dashboard page. You can also find it in the Company or contact list page and on the Library page. Figure 35 Email AppPart Settings on User Dashboard Page 27 of 97

28 Click on the settings icon on the top right corner of the Email AppPart. It will show you email settings dropdown window like the image below. Figure 36 Email AppPart Settings Window 1. Write your email address in email field. Exp: email@example.com 2. Write your password for the email in password field. Exp: mypassword123 3. Write the number of emails you want to see on the email AppPart. [Note: Number of email should be numeric value, not text or decimal value]. Click on the Save button to save your settings for the email AppPart. Wait for a while to see your inbox emails. Until the dashboard is updated you will see the below window Figure 37 Dashbord is updating Page 28 of 97

29 7 APP DOCUMENTATION 7.1 LIBRARIES In the iglobe Administration you will find a number of libraries used in the application. IMPORTANT! Do NOT remove any of them as this causes inconsistency of data and application. Figure 38 System libraries 7.1.1 Documents From Contact tab a user can upload documents. This is the library where we keep all uploaded documents related to Contacts in the app. 7.1.2 Document Template This is used from Mail Merge. When user wants to mail merge, it will get all the template file uploaded here. 7.1.3 Library This is used by the Library tab. whenever any document uploaded from Library it is actually uploading to this library. 7.1.4 Picture This is used for keep all the pictures which are uploaded from Company or Contact. Page 29 of 97

30 7.1.5 Email Whenever sync process is run, the mails are transfer in this library. In the lower webpart of the contact, mails are shown from this library. All saved email are stored in this library. 7.1.6 Drop Off This is the temporary storage for the emails. All the email from exchange server or outlook (using Harmon.ie) will be saved here. Whenever sync process is run, then the valid mails will be transfer to the email library. 7.1.7 Import File Library You can import item in the crm list by using From File import operation. However, before that you have to add the file in Import file library. Add the file in the library Import file library which is under Admin > Libraries > Import file library. 7.2 OPERATIONS The following lists are used for keeping the company, contact and SSO information. These information are maintained from different tabs like company, contact, Pipeline and others. This is the place from where the information can be administered. Figure 39 Admin Operation 7.2.1 Company A list of all company information. 7.2.2 Contact A list of all contact information. Page 30 of 97

31 7.2.3 Contract A list of all contract information. 7.2.4 SSO A list of all SSO information. 7.3 KEYWORDS LIST IN CRM All the master data are maintained using several lists, which are described in the following sections 1. Country: A list of countries. 2. Customer Satisfaction: Customer satisfaction categories. 3. District: A list of district categories. 4. Job Function: A list of contact s job function categories. 5. Job Title: A list of contact job title. 6. NO of Employee: A list of Number of employee values. 7. Product: This list contains the information of Product Sold and Rival Product on the Company. 8. Responsibility: A list of contact responsibility categories. 9. SSO Product: A list of SSO Product categories. 10. Follow up category: Categories used in Follow Up. Page 31 of 97

32 8 CUSTOMIZE YOUR CRM APPLICATION Fields You can customize iglobe CRM to your needs. iglobe CRM is by default setup with the most common fields that one can expect from a CRM application. Should you need to add additional fields to meet your demands use the following description to guide you through the process. iglobe let you customize the app to meet you specific need on following types 1. Company profile 2. Contact profile 3. Meeting report 4. Note 5. SSO (pipeline) your sale process can be adapted into iglobe 6. Contract 8.1 COMPANY There are different types of Content Type, Fields and Views in Company to organize company information. 8.1.1 Create a field (columns) To create new column in the company list, go to admin tab, select Field > Company. It will show you the CRM Company settings page. Figure 40 Company Settings Page In the Company settings under the columns section, you will see all the columns, which are available in the company list. Followings are the steps to add new column/field in list. Page 32 of 97

33 Scroll down of the company settings page of the Columns section. Click on the Create column link to create new column or Add from existing site columns to add existing column. Figure 41 Create Column Window 1 [Note: following is the example of how to create a column] After clicking on the Create column you will see the Create column window like below. [Create column window property depends on the column type.] Figure 42 Create Column Window 1. Type the name of your column in the Column name field. 2. Select column type from the column type list. Page 33 of 97

34 3. Write the description of the field (Optional) 4. Select Yes from required section if you want to make this field required (If you already have, any data in the list then do not check true, it will not work accordingly). 5. Select Yes from unique section if you want to make this field unique (It is better not to make field unique as it makes list slower, because it does indexing). 6. Write the maximum number of character that you want to add in text box in Maximum number of character section. 7. If you want to set column validation, expand Column validation section, write validation formula in formula box, write validation message in user message box. 8. Write the number of lines you want to show in Multiline text field. 9. For multiline text column, select the type of text you want to show in text box (In our app we have plain text only). 10. For Choice column, write the name of the choice list in Type each choice on a separate line section. 11. Select display type of your choice field form Display choices using section. 12. If you want to auto fill then select Yes from Fill-in section. 13. For Lookup Type Column select the list name, whose data you want to show in the column in Get Information from section. 14. Select the name of the field of the selected list that you want to show in the column. 15. Check Allow Multiple value if you want to add multiple value from the parent list in the column [Leave the section Add a column to show each of these additional fields alone as we did not implement this feature yet.]. 16. For lookup field Check Enforce relationship behavior, then it will allow you to set relationship behavior with parent list. 17. Uncheck Add to all content types. [!Important] 18. Click Ok Button to add the column in the list. Now your column added in the list. Figure 43 Custom Column 8.1.2 Change Settings to Modify Content Types In a company there are 8 different content type. You can add more content type if you want to. Page 34 of 97

35 By default the content type are not visible and customizable so to make it visible and customizable follow the following steps. 1. From admin tab click Field > Company it will show you company settings page. 2. From company settings page click on Advanced settings Figure 44 Company Settings Page 3. From Advance settings window select Yes from allow management of content types section click OK Figure 45 Advance Settings Page Now you can see all the content types in company list. Page 35 of 97

36 Figure 46 Content Type List 8.1.3 Add Columns in Existing Content Type We already create our custom field, now let s add the custom field in the content type to let the user add data in the column form UI. 1. Scroll to the Content type section from List settings page. Figure 47 Content Type List 2. Click on the content type name, where you want to add your custom field. Let s add field to the Basic content type. So click on the Basic from content type list. Page 36 of 97

37 3. It will take you to the list content settings page and will show you the entire columns, which are already added in the content type. Figure 48 Content Type Settings Window 4. Scroll down at the bottom of the page. Click on the Add from existing site or list columns link. 5. It will Open Add Column in Content type window like below. 6. Select List Columns from the Select columns from section. Page 37 of 97

38 7. Scroll up or down of Available column section to find the column you want to add in the content type. Select the column from Available columns, Click on Add> button to add take the column in Columns to add section. Figure 49 Select Column to Add in Content Type window 8. When you are done adding all the columns in Columns to add section that you want to add in the content type. Click on Ok button to save changes of your content type. 9. To check your that your newly created company are available now in user input window, go to company page, click on create new company button to open company creation window. Select the tab of the content type where you added your column. Now you can see your custom column there. By following the same steps, you can add more columns in different content type. Page 38 of 97

39 8.1.4 Add New Content Type If you want to add a new Tab in Company and Contact create/update window and want to show those tabs in details section then you have to create new content type. Here I will give you an example of how to add new tab (content type) in company list. Follow the following steps to create new content type. 1. From Admin tab click Fields > Company. It will show you company settings page. 2. From Company settings page click on Advance settings. It will show you company advance settings page. Page 39 of 97

40 3. From Advance settings window select Yes from allow management of content types section click OK button at the bottom of the page. Now you see all the content types which are already added in Company list. 4. To add new content type click on the Add from existing site content types link. It will show you add content types window. Page 40 of 97

41 You can add any content type from the list. Select a content type from Available Site Content Types, click on add > button then you will see the selected site content type in Content Type to Add section. You can filter content type list by changing the Select site content type from drop down list. 5. Here let s add IGlobeCRM content type. From the dropdown list select IGlobeCRM item, then Select IGlobeCRM from Available Site Content Types. 6. Click on Add button to add the IGlobeCRM content type to Content type to add section. Page 41 of 97

42 7. Click on OK button. Now you can see the newly added content type in the content type list. 8. Click on the IGlobeCRM content type to see how the content type looks like. It will show you Content type settings page. By clicking on the Name and description page you can change the name of the tab (Content Type) Page 42 of 97

43 You can change columns too by clicking on the columns. You can add more column in the content type by clicking on the Add from existing site or list columns. You can change the order of the column by clicking on the Columns order link. 9. Add content type is done. Now click on Company tab, click new company to see the newly created tab added in the create/update form. Now you can see the new tab added in Create form. You can also change the tab order. 10. To change the order of the tab. Go to list settings page from Field > Company. Click on the Change new button order and default content type Page 43 of 97

44 11. Change the Position number of the tab. Lets add newly created tab in index number 3. So choose 3 from the position dropdown list. Click OK button. Now open company create window to see the changes. [Note: If you can t see the change please refresh the page.] Page 44 of 97

45 8.1.5 Views Description In company, there are 9 different view to represent company data. Figure 50 Company Views List 1. All Items: All the columns in company are listed here. Only admin user can see this view from admin tab. 2. CompanyPhoneListView: Columns listed in this view will show in list view in company page. If you want to see more column in this view then you have to add those columns in the view. 3. CompanyDetailsView: Columns from this view shows in company details page. If you want to show more column in company details then you have to add those columns in this view. 4. CompanyDefault: Columns from this view shows in the default view of company page which is card view. If you want to show more column in the default view then you have to add those columns in this view. 5. CompanyContatcView: Columns from this view are used in showing contact company information in contact page. If you want to show more company information in contact page then you have to add those columns in this view. 6. CompanyAdvanceSearchView: Columns from this view shows in advance search company tab. If you want to add more column in company tab of advance search then you have to add those column in this view. 7. CompanySearchSelectionCriteria: This view used in new search in Marketing tab. In new search criteria there are to tab one is company and one is contact. If you want to add more control in search criteria company tab then you have to add those column in this view. 8. Company Statistic: Columns from this view are used in the statistic area for reporting. 9. Company Statistic All: Columns from this view are used in the statistic area for reporting. 8.1.6 Add Columns in Views Now follow the following steps to add field in the view to it to the users in the list or details. 1. Click on Admin section from homepage or click on Admin link on the right side bar if you are already inside the application. 2. From the left menu of the admin page click on Field > Company it will show you company list settings page. 3. Scroll down to the bottom of the page in the view section. Page 45 of 97

46 Figure 51 Company List View List 4. Lets add our custom column in company details view. Click on CompanyDetailListView to add the custom column in the view. 5. It will take you to the company edit view window like below. Figure 52 Edit View Window 6. Scroll down to find the column that we want to add in the details view. Page 46 of 97

47 7. Check the column that we want to add in the view. You can also change the index of the column if you want to otherwise it will automatically add its own index. 8. Scroll up or down of the page. Click on the Ok button to save changes of your view. 9. Go to the company page, select a company, and go to the company details section. Now can see your custom field in the company details. Figure 53 Company Details with Custom Field Page 47 of 97

48 8.2 CONTACT We stored all the contact items in Contact list. There are different types of Content Type, Fields and Views in Company to organize company information. For contact list settings from admin tab go to Field > Contact. 8.2.1 Create Columns Following the step 8.1.1 to create new column and add existing sites column in the contact list. 8.2.2 Change Settings to Modify Content Types Follow the step 8.1.2 to change settings to modify contatc content types. 8.2.3 Add Columns in Existing Content Type Follow the step 8.1.3 to add columns in existing contact content types. 8.2.4 Add New Content Type Follow the step 8.1.4 to add new content types. 8.2.5 Views Description Figure 54 Contact Views List There are eight views in Contact list for different purposes. 1. All Items: All the columns in contact are listed here. Only admin user can see this view from admin tab. 2. ContactPhoneListView: Columns in this view are used to display contact information in contact list view. If you want to show more column in this view then you have to add those columns in this view. 3. ContatcByCompanyListView: Columns in this view are used to display contact information which is grouped by company. If you want to add more column in this view then you have to add those column in this view. Page 48 of 97

49 4. ContatcDetailListView: Columns in this view are used to show contact details information in contact details page. If you want to show more column in contact in contact details then you have to add those columns in this view. 5. ContatcListView: Columns in this view are used to show contact default view which is card view. If you want to show more column in this column then add those columns in this view. 6. ContatcCardView: So far we are not using this view any more so its better not to do anything in this view. 7. ContatcAdvanceSearchView: Columns in this view show in advance search contact tab. So if you want to add more control in contact tab in advance search then add those columns in this view. 8. ContatcSearchSelectionCriteria: Columns in this view are used in search criteria in new search in marketing tab. If you want to add more control in contact tab then add those column in this view. 9. Contact Statistic: Columns from this view are used in the statistic area for reporting. 8.2.6 Add Columns in Views Follow the same steps that I describe in 8.1.6 to add columns in views. 8.3 SSO We stored all the SSO items in In SSO list. In SSO list we have only one content type but you can add more content type if you want to. There are many Columns and Views in SSO to organize SSO information. And all the Content type, columns and views are customizable. To customize SSO list, from admin tab go to Field > SSO 8.3.1 Create Columns Following the step 8.1.1 to add new columns or existing site columns in the list. 8.3.2 Change Settings to Modify Content Types Follow the step 8.1.2 to make content type visible and editable. 8.3.3 Add Columns in Existing Content Type Follow the step 8.1.3 to add columns in existing SSO content types. 8.3.4 Add New Content Type Follow the step 8.1.4 to add new content type in SSO list. 8.3.5 Views Description By following the same steps that I described in company you can make changes in SSO as well. For SSO setting from admin tab click Field > SSO it will show you SSO settings page from here you can made change in content type, columns and views as I described in company. Page 49 of 97

50 Figure 55 SSO Views List There are four different views in SSO for different purpose. 1. All Items: Almost all the columns are listed in this view. Only admin user can see this view from admin tab. 2. MyDashBoardView: Columns in this view are used to show the SSO list in my dashboard. If you want to add more column in my dashboard list view then you have to add those columns in this view. 3. CompanyDashBoardView: Columns in this view are used to show SSO list in company dashboard view. If you want to add more columns in this list view then you have to add those columns in this view. 4. SSODetailsView: Columns in this view are used to show SSO details information. If you want to show more information in SSO details then you have to add those columns in this view. 5. SSO Statistic: Columns from this view are used in the statistic area for reporting. 8.3.6 Add Columns in Views Follow the same steps that I describe in 8.1.6 to add columns in views. 8.4 NOTE, MEETING REPORT AND CONTRACT Notice, Follow the same procedure to customize Note, Meeting report and Contract. Page 50 of 97

51 9 NNE INTEGRATION Notice this is only relevant for Danish customers with a valid NNE subscription. iglobe NNE integration requires a valid NNE web service subscription. When you have purchased a subscription from NNE you will receive a license key. This key you will need to enter into the configuration in iglobe. Before you can start using NNE with iglobe CRM you must import master data from NNE. Click on the From NNE button, which can be found at the top of the admin page. [Note: This is a very slow process because its get data from NNE web service and then add those data in your app. So its better perform this action while your have bit more time. And don t do this operation quite often.] Page 51 of 97

52 Figure 56 Get master data from NNE This will import the following data NNE a) NACE b) Branch Group c) Company Status d) Function Area e) No. of Employee 9.1 DATA WASH USING NNE. Page 52 of 97

53 IMPORTANT! In this version of iglobe CRM this function is only available for companies in Denmark and require a valid license key from Navn og Nummer Erhverv. Please contact iglobe support for a guide of how to use the data wash function. Page 53 of 97

54 10 UPGRADE CRM SOLUTION APP IGlobe are releasing new version of IGlobe CRM with bug fixes, new features, improvements etc. The application is developed allowing you to customize the app and still not lose any of your customization when you upgrade the app. Upgrading the app is very simple and described in the following: New releases are available on the Office Store or through iglobe or one of our partner. If you have completed a registration iglobe will inform you and send you a new app on each release. It is up to you if you want to upgrade you current app. The upgrade process contain to step. 1. Update the app catalog with the new release 2. Upgrade you CRM application 10.1 UPDATE THE APP CATALOG WITH THE NEW RELEASE Assuming you have an updated version of iglobecrm.app file. Login to your SharePoint site as an Admin user. Click on Admin > SharePoint from site top menu bar. Figure 57 SharePoint Admin The SharePoint Administration window will open. From the SharePoint Administration window left menu Click Apps > Apps-Catalog. It will take you to the app catalog page. Page 54 of 97

55 Figure 58 SharePoint Administration Apps From the left menu of the app catalog page click on Apps for SharePoint. It will show you all the apps, which are already added in this catalog. Figure 59 SharePoint App Catalog Page 55 of 97

56 From the top menu select File > Upload Document to upload the latest version of IGlobeCRM.app Figure 60 Upload Latest Version of IGlobeCRM App Window By clicking on Upload Document, it will show you file upload window. Clicking on Browse... button show the latest version of IGlobeCRM.app package. Figure 61 Upload New Version [Note: Make sure that Add as a new version to existing files checkbox is checked.] Page 56 of 97

57 Write any version comments if you want to. Click on OK button. Wait for a while to update the newest version. When upload is complete then it will show you a window like below. Figure 62 SharePoint App Property Window Fill up the form with related information. This is optional; you are free to keep it as it is. Click on Save from ribbon button to save it. Wait for a while then you will see the latest version of the IGlobeCRM app package in the catalog list. You now have the new version in you app catalog. Figure 63 New Version Added in Catalog Page 57 of 97

58 10.2 UPGRADE CRM Now that you have the new release in the app catalog you are ready to upgrade your app. Open the site where you have installed iglobe CRM. Click on the Site Contents from the left menu. It will show you all the site contents added in your site. Figure 64 Upgrade IGlobeCRM App Beside IGlobeCRM you will see an update for this app is available. Click on the update link for IGlobeCRM. It will show you a window like below. Figure 65 IGlobeCRM Upgrade Page 58 of 97

59 Click on GET IT button. It will show you permission window like below. Figure 66 App Permission Window Click on the Trust It button. The app now start the update. Notice this might take a while. When the upgrade is complete, click on the app to open the app. From the home page go to the administration. Figure 67 IGlobe CRM App Homepage Page 59 of 97

60 From the left menu of the Administration page, click on Administration tab. Figure 68 Administration Settings To Upgrade App From the Administration sub menu, click on Features. It will show you all the features that are in the site. Figure 69 App Features for Administration Page 60 of 97

61 Deactivate both IGlobe CRM Master List Feature and IGlobeCRM UI Feature features by clicking on Deactivate button. If you cannot see IGlobe CRM Master List Feature and IGlobeCRM UI Feature, scroll down to see those features. Figure 70 Deactivate IGlobe CRM Features It will show you deactivation confirmation window like the image below. Click on Deactivate this feature to deactivate the feature. Do the same thing for both features one by one. Figure 71 Deactivation Confirmation of IGlobe CRM App Feature Page 61 of 97

62 Now you have to activate those features again. First, activate IGlobe CRM Master List Feature and then Activate IGlobeCRM UI Feature. Figure 72 IGlobe CRM App Features Activation Click on the activate button to activate both features again. Wait for a while until the feature activation is complete. Now the upgrading of the IGlobe CRM App is complete, and is ready for the users to experience the upgraded version of IGlobe CRM Application. Page 62 of 97

63 11 INTEGRATION Using this section an Admin user can import data into iglobe CRM app from e-conomic and/or from a file, for example an Excel file. Figure 73: Integration Window 11.1 IMPORT DATA FROM A FILE You can import item in the crm list by using From File import operation. But before that you have to add the file in Import file library. Add the file in the library Import file library which is under Admin > Libraries > Import file library. Figure 74 Add file in Import file library window [Note: Import from file support only.xls,.xlsx and.csv (UTF8 format) file] Page 63 of 97

64 11.1.1 Create an import profile To create a new import profile go to Admin > Integration > From File. Figure 75 Import from file window Give you import profile a name in the Tilte filed. The Target list will show you the content types in iglobe CRM. If you want to import companies, you must select the CRM Company content type. Select the type you want to import from the target list name from target dropdown. The app will automatically display the fields available from the selected type. The next step is to select the Excel file you want to import. This is done in the source list field. Select source file name from the source dropdown list then it will show you all the columns name list in source field name dropdown list. Page 64 of 97

65 [Note: You must have to map required field and select Import ID as key field while importing data in Company and Contact. In CRM Company list map Company name and Title with the same source filed. In CRM Contact list map First name and Title with the same source field.] Save Map: After completing the mapping if you want to save the mapping then, write the title of the map in title text box then click on the Save button to save map. It will take a bit time then will show you an alert after completing saving map. Import: To import data, select the operation type from the dropdown list then click on the OK button. It will start importing your data in the list. When import is complete then it will show you an alert message. 11.2 E-CONOMIC INTEGRATION e-conomic integration is a free module that comes with your iglobe CRM license. For users in your company, it is important that they always have approach and overview for credible data both in CRM and ERP. Thus, we can ensure that saves time in work processes in order to avoid duplication of work that may be faster and better service, and sales team can make better sales and make the right decisions. Page 65 of 97

66 Connecting e-conomic with iglobe CRM for Office 365 means that users of e-conomic and iglobe CRM can retrieve information about accounts and transactions, from economic to iglobe CRM, in a fast and effortless way. The integration will, among other things, make it easier to get the full overview of each single customer. Import customer information from economic to iglobe CRM Update your customer information from economic to iglobe CRM Ensure consistency between the statements made in the two systems-synchronization of economic-customers with CRM-customers Provide CRM user access to customer data by virtue of an economy tab on the company image in the CRM system with e-conomic purchase history 11.2.1 Setup The integration between CRM and e-conomic iglobe made up of CRM administrator in the Administration menu. Figure 76 App start page Page 66 of 97

67 Test your connection Figure 77: Integration from e-conomic page In the Administration menu, select the menu item integration, e-conomic. This opens an e-conomic integration page. Here you enter e-conomic agreement number, UserID, and password, financial year start date and integration is set up. After entering your credentials, you can test the connection as shown above. 11.2.2 Import of debtors, updates, ensuring consistency In the Administration menu, select the menu item integration, e-conomic. This opens an e-conomic integration page Page 67 of 97

68 Figure 78: Import from e-conomic page iglobe CRM gives you three options. Import import all your customer from e-conomic into iglobe. This feature will typically be used in connection with the implementation of iglobe CRM. Import & Update import new customer from e-conomic to iglobe CRM as well as updating existing customers. Update -update of existing customers. This will typically apply in connection with the updating of financial ratios from e-conomic to iglobe CRM. The update function requires that there is a key between the company iglobe CRM and e-conomic. Key on the company will be a customer number in the e-conomic. 11.2.3 Save your import profiles iglobe CRM allows you to save the import routines so that you have the ability to reuse import routines. After you have created an import function (see following description) you just need to "Save". Page 68 of 97

69 Figure 79: Import from e-conomic page 11.2.4 Setting up an import function In the Administration menu, select the menu item integration, e-conomic. This opens an e-conomic integration page. 1. Specify an import "title" 2. Under the "Target", select the "type" you want to import. For Example,; a. Companies-CRM Company b. Contacts CRM Contact c. Etc 11.2.5 Import of Customer In the "Target" select CRM Company Page 69 of 97

70 Figure 80: Map with e-conomic page This will load a list of fields from the customer card of iglobe CRM on the left side. In Source (from e-conomic), select "Debtor". Figure 81: Map with e-conomic page Page 70 of 97

71 Fields from the source [Debtor] will show in source filed name dropdown list. Figure 82: Map with e-conomic page Following is the mapping example of customer Figure 83: Map with e-conomic page Page 71 of 97

72 [Note: "Title" in iglobe CRM corresponds to the "Company name" that is, the customer's name] 11.2.6 Importing contacts In the "Target" select CRM Contact. In Source (from e-conomic), select "Customer Contact" This will load a list of fields from the contact of iglobe CRM on the left side while the fields from e- conomic displays on the right side. Remember to select a key (Key) that can link the contact with the corresponding company. If you don t have any key field then select Import ID as key field. Figure 84: Contact mapping with e-conomic Page 72 of 97

73 Figure 85: Contact key field mapping with e-conomic 11.2.7 Import from existing mapping From Admin tab select Integration > e-conomic it will show e-conomic integration page. Click on an item from item list. Page 73 of 97

74 It will show you the mapping details. From here your can change field mapping and importing data from mapping. But if you want to create new mapping from here then click on the selected item. Then it will deselect the item. Now change the mapping as you want. Click on Save button to save mapping or click on RUN button to perform your selected operation. Page 74 of 97

75 [Note: If an existing is selected then it will always update the existing mapping, but if it is deselected then it always creates new map. If you click on an existing item from item list then it is selected. If you click on the selected item again then it is deselect.] 11.2.8 Sales history In the Administration menu in select the menu item integration: e-conomic. This opens an e-conomic integration page. Specify an import "title" In the "Target" select CRM Company In Source (from e-conomic), select "Customer" Under type of import, select "Update" Figure 86 Sales mapping from e-conomic Page 75 of 97

76 Field mapping iglobe e-conomic Title Name Company name Name Address Adress Customer ID Number Sales year to date SalesThisYear Note the Customer ID in the iglobe answering to your customer number in the e-conomic. This is the key to finding the correct company. Save your import profile. Now press Run and update of sales stats begin. On the Sales statistics tab, you will be able to see sales information from the specific customer. These now lies as a copy in the CRM database. The tab does not display a real time lookups in e-conomic. The program copies the information into CRM system when the administrator imports/updates from e-conomic. Page 76 of 97

77 12 SAASU INTEGRATION Saasu integration is a free module that comes with your iglobe CRM license. Connecting Saasu with iglobe CRM for Office 365 means that users can retrieve information about accounts and transactions, in a fast and effortless way. The integration will, among other things, make it easier to get the full overview of each single customer. Import customer information from Saasu to iglobe CRM Update your customer information from Saasu to iglobe CRM To ensure consistency between the statements made in the two systems-synchronization of Saasu -customers with CRM-customers To provide CRM user access to customer data by virtue of an economy tab on the company image in the CRM system with Saasu purchase history 12.1 SETUP The integration between iglobe CRM and Saasu is set up in the CRM administrator in the Administration menu. App start page Page 77 of 97

78 Integration from Saasu page In the Administration menu, select the menu item integration, Saasu. This will open the Saasu integration page. Enter your Saasu access key, File UID and finally the financial year start date. Test your connection to Saasu You can now test your connection to Saasu. Page 78 of 97

79 12.2 IMPORT OF CUSTOMERS In the Administration menu, select the menu item integration, Sassu. Import options iglobe CRM gives you three options. Import import your customers from Saasu into iglobe. You will typically use this feature in connection with the implementation of iglobe CRM. Import & Update import new customer from Saasu to iglobe CRM as well as update existing customers. Update -update of existing customers. This will typically apply in connection with the updating of financial ratios from Saasu to iglobe CRM. The update function requires that there is a key between the company iglobe CRM and Saasu. Key on the company will be the customer number in Saasu. Page 79 of 97

80 12.3 SAVE YOUR IMPORT PROFILES iglobe CRM allows you to save the import routines for reuse. After you have created an import function (see following description) you just need to "Save". Save your import profiles Page 80 of 97

81 12.4 SETTING UP AN IMPORT FUNCTION In the Administration menu, select the menu item integration, Sassu. 3. Specify an import "title" 4. Under the "Target", select the "type" you want to import. For Example,; a. Companies-CRM Company b. Contacts CRM Contact 12.4.1 Import of Customer In the "Target, select CRM Company Map with Saasu This will load a list of fields from the customer card of iglobe CRM on the left side. In Source (from Saasu), select "Company". Page 81 of 97

82 Map with Saasu page Fields from the source [Company] will show in source filed name dropdown list. Map with Saasu page Page 82 of 97

83 Following is the mapping example of customer Map with Saasu page [Note: "Title" in iglobe CRM corresponds to the "OrganisationName" that is, the customer's name] Field mapping iglobe Saasu Title OrganisationName Company name OrganisationName Address Street Customer ID OrganisationAbn Import ID OrganisationAbn Country Country State State City City Zip Coxde postcode Sales year to date SalesThisYear Last year sales to date SalesLastYearToDate Last year sales SalesLastYear Difference in % SalesDifferenceParcent Difference SalesDifference Note the Customer ID in the iglobe answering to your customer number in the Saasu. This is the key to finding the correct company. Page 83 of 97

84 12.5 IMPORTING CONTACTS In the "Target, select CRM Contact. In Source (from Saasu), select "Company Contact" Contact mapping with Saasu This will load a list of fields from the contact of iglobe CRM on the left side while the fields from e- conomic displays on the right side. Remember to select a key (OrganisationAbn) that can link the contact with the corresponding company. Use the field Import ID from iglobe CRM and OrganisationAbn from Saasu as key fields. 12.6 IMPORT FROM EXISTING MAPPING From Admin tab select Integration > Saasu it will show the Saasu integration page. Click on an item from item list. Page 84 of 97

85 It will show you the mapping details. From here your can change field mapping and importing data from mapping. However, if you want to create new mapping from here then click on the selected item. Then it will deselect the item. Now change the mapping as you want. Click on Save button to save mapping or click on Run button to perform your selected operation. [Note: If you select an existing profile then it will always update the existing mapping, but if it is deselected then it always creates new map. If you click on an existing item from item list then it is selected. If you click on the selected item again then it is deselect.] 12.7 UPDATE SALES HISTORY In the Administration, select the menu item integration and Saasu. Specify an import "title" In the "Target" select CRM Company In Source (from Saasu), select "Company" Under type of import, select "Update" Page 85 of 97

86 Sales mapping from Saasu Field mapping iglobe Saasu Title OrganisationName Customer ID OrganisationAbn Sales year to date SalesThisYear Last year sales to date SalesLastYearToDate Last year sales SalesLastYear Difference in % SalesDifferenceParcent Difference SalesDifference Note the Customer ID in the iglobe answering to your customer number in the e-conomic. This is the key to finding the correct company. Save your import profile. Now press Run and update of sales stats begin. On the Sales statistics tab, you will be able to see sales information from the specific customer. These now lies as a copy in the CRM database. The tab does not display a real time lookups in Saasu. The Page 86 of 97

87 program copies the information into CRM system when the administrator imports/updates from e- conomic. Page 87 of 97

88 13 OUTLOOK MAIL INTEGRATION iglobe CRM is integrated with outlook letting you save e-mail into iglobe CRM. Mails you have sent or received and have chosen to save into iglobe CRM can be seen on the contact person. The key to make the relation is the e-mail address. This means that a valid e-mail address in the CRM is an important requirement to get this part working properly. Figure 87 e-mail saved on a contact The mail integration requires using Harmon.ie e-mail for Outlook http://harmon.ie/integratesharepoint-outlook and/or iglobe Outlook app. iglobe Outlook app is an Outlook 2013 app. You can request this app by sending an e-mail to support@iglobe.dk Page 88 of 97

89 13.1 CONFIGURING THE HARMON.IE IN OUTLOOK Harmon.ie e-mail for Outlook is an add-on to iglobe and a third part application. You will need Harmon.ie Enterprise version. You can purchase the App on Harmon.ie website. Follow the installation instructions given byharmon.ie. After installing the Harmon.ie for outlook, whenever user open the outlook will get a screen like following. In the right, there will have a pane for Harmon. User needs to configure it to use with the IGlobe CRM App. Figure 88 Harmon.IE in Outlook For configuring this, do the following steps. Click on the button next to the text Click here to add a site. This will prompt a screen like following - Figure 89 IGCRM SP App Setup with Harmon.IE Here user needs to provide SharePoint site URL and authentication. On clicking the OK button, it will connect to the SharePoint site and retrieve the libraries from there. If Harmon.IE fails to connect to the SharePoint site, please recheck the URL and authentication data and then try again. Page 89 of 97

90 The libraries will show up like in the following screen. User needs to use the CRM Drop off library for drag-drop or save the emails, documents etc. Figure 90 Library to Link with Harmon IE After retrieving the libraries, you have to map library columns in the Harmon.IE. To map library column follow the following steps: Click on the dropdown arrow from harmon.ie right corner, then click options. Figure 91 Drop Off Library Column Mapping 1 Page 90 of 97

91 It will show you option window like below. Select Advance tab from option windowand click on Mapping button from E-mail header mapping section. Figure 92 Drop Off Library Column Mapping 2 It will show you mapping window. You have to map the library columns with outlook from this window. Map library column with your outlook like below. Figure 93 Drop Off Library Column Mapping 3 Page 91 of 97

92 Select the row which you want to map. For example select CC row Figure 94 Drop Off Library Column Mapping 4 Then click on Edit button, it will show you edit popup window. Or you can double click on the row to open the edit popup. Add Drop Off Library column name with existing name and click ok. Figure 95 Drop Off Library Column Mapping 5 Note :Don t remove default column name from header mapping window, and separate your library mapping column name with semicolon (;) Map all the columns by following the same steps. Page 92 of 97

93 Following table shows which drop off library columns need to be mapped with your outlook header columns. Drop Off Library Columns which needs to be linked with your Harmon.IE settings Header SharePoint Columns 1 CC IGCRMMailCC 2 Date MailDate 3 From IGCRMMailFrom 4 Message-ID IGCRMMailReference 5 OriginalSubject IGCRMMailSubject 6 To IGCRMMailTo After completing all column mapping, click on OK button to complete your column mapping. Figure 96 Drop Off Library Column Mapping 6 Drop Off library settings with your harmon.ie is done. And the feature is ready to use. User can drag and drop or save mails/documents in the Drop off Library from Harmon.IE to be synced with the IGlobe CRM App later on. Page 93 of 97

94 13.2 OUTLOOK APP CONFIGURATION IMPORTANT! This app is only valid with iglobe CRM Solution App for SharePoint Online. Apps are mini applications that extend what you can do with the new version of Office and SharePoint 2013. Apps are available for Word, Excel, Outlook, Project, PowerPoint, and SharePoint 2013. This App is an App for Outlook 2013 and OWA Office Store FAQ - http://office.microsoft.com/en-us/support/office-store-faq- HA102900784.aspx?redir=0 iglobe CRM Outlook App deliver improved productivity for Office 365 and Outlook 2013, ipad, iphone and Tablets users! A large amount of customer communication takes place via email. So we created an Outlook App to give you the best integration to iglobe CRM no matter what device you are on. Once you've installed the iglobe Outlook App you'll see the iglobe App at the top of your email, allowing you to save it to iglobe CRM in just one click resulting in a full conversation history between you and your client, all efficiently indexed and searchable. Figure 97 iglobe Outlook App You can relate an email to a contact in the CRM and directly on a case (SSO) you are working on. Page 94 of 97

95 Adding additional text make it easier to find later. This App can only be used with Outlook 2013 and OWA. 13.2.1 Installing iglobe Outlook App. You can install the mail app for a mailbox on an Exchange server by using the Outlook rich client, Outlook Web App, or OWA for Devices. 13.2.1.1 Installing a mail app in the Outlook rich client You can install a mail app in the Outlook rich client through the Office Fluent Backstage view if the current Outlook profile is configured for an Exchange Server mailbox that is at least Exchange 2013. If this is the case, when you select File, you will see Manage Apps. Choose Manage Apps. This allows you sign in to the Exchange Admin Center. After signing in, continue the installation. 13.2.1.2 Installing a mail app by using the Exchange Admin Center To use the Exchange Admin Center (EAC) to install a mail app, follow these steps: Log on to the Exchange Online server. Select Apps to open the app manager. Select the plus sign (+) to add a new app. From the drop-down list, select Add from file, assuming you have stored the manifest on a local folder. Browse to the file path of the manifest, and then select Install. For the system administrator, installation is quick and straightforward and can be easily done through Microsoft's Office store - the app's manifest file is automatically uploaded to the Exchange 2013 or Office 365 deployment and iglobe app is ready for use. User experience is identical across all clients, be it an Office Outlook 2013 desktop application, Outlook web access (OWA) or through the Office 365 cloud website. Additional functionality, such as the ability for an administrator to install an app for individual users, or force the app to show up in Outlook and Outlook Web App for a set of users, is also possible via the command line. Page 95 of 97

96 13.2.1.3 Additional links. http://msdn.microsoft.com/en-us/library/office/fp142256(v=office.15).aspx 13.2.2 Configuration of iglobe Outlook App To configure iglobe Outlook app you need to open the app and select the configuration icon on the right side. This will open a window that will allow you to connect the App with iglobe CRM Solution. Type in The App SharePoint URL for the installed iglobe CRM Solution. You can use the same URL you have in the configuration of the CRM App. The below example is a screen shop from the CRM App Page 96 of 97

97 1. Enter your Office 365 user name (your email address) 2. Enter the Office 365 SharePoint Password 3. Enter your password to your exchange server (this will typically be the same as your Office 365 SharePoint site password, point 3) Press save. Your app is now configures to save mail in iglobe CRM. 14 CRM API iglobe can provide a complete API and list description for partners that would like to develop add-on to iglobe CRM or what to integrate to iglobe CRM. Contact suppor@iglobe.dk for more information. 15 15. TROUBLESHOOTING. If you are experiencing any problem with using, configuring or updating the app. Please contact iglobe support or look at the FAQ section on iglobecrm.com Page 97 of 97