Handbook v1 1

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KINAMU Business Solutions AG 2009

www.kinamu.com

KINAMU SugarCRM/Outlook 2007 Connector BETA v1.1 21/05/2009

CRM Address Book Integration:

Address Book Integration when sending

emails. In the new email window a new

Button appears on the Icon to allow a

direct search for contacts when

composing an email.

When you hit the button the CRM

address Book window opens. Type a

search term for the name (last name)

and or Account name. The connector

will search for entries using a like query

presenting you any items where the

search term is in the last name of the

contact or in the company name. Select

one or multiple items and press the

button to copy them in the to, cc or bcc

field of the email. Simply doubleclicking

the entry in the list will copy this into

the to field of the email and close the

search window.

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Archiving Emails

If a matching entry is found in

SugarCRM for a mailitem when you

rightclick on it the Contextmenu will

extend and show the objects linked to

the Contact if one is found with the

email address of the sender.

To archive the email simply click on the

item you want to associate the item

with. It will be in any case associated

with the Contact and then additionally

also with the item you select.

A progress Window will show you thestatus and close when the archiving has

finished.

Change to SugarCRM and look up the

contact or the account. Your email

should be in SugarCRM (HTML

Formatted and as plain Text) including

all attachements.

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Account/Contact Creation in Outlook

Rightcklick on an email Item and the

Context menu should include a

menuItem KINAMU Connects.

If you select the KINAMU Connects

Menu Item Item will expand and show

either the Option to create a contact in

SugarCRM or the linked Objects (some

pages further down)

In the case depicted on the left side the

contact is not found in SugarCRM

(lookup by the email address)

Select Add Contact to create a

Contact in SugarCRM

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The Add Contact Dialog as shown on

the left opens. Dropdownboxes are

populated with the values from the

Dropdown maintained in your

SugarCRM Instance.

Complete the Information.

To make the Information entry easier

the email is presented in a textbox at

the bottom of the Dialog Box. You can

select Text in the Textbox and then

rightclick on the selected Text to open

the contextmenu to the selected textthat will present you options for the

meaning of the text. Just select the

Field this value should be assigned to

and the value will be pasted into this

field.

You can also select e.g. the name of the

Company and then select Search for

Account. This will trigger a lookup in

SugarCRM for an Account matching theselected string in the name.

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If records are found a Dialog Box is

presented to allow you to select an

account. Select an account by

doubleclicking on the account in theList. If just one account is found no

dialog is presented and the Account is

copied over. If no account matching the

search string is found a Message will be

given.

You can also trigger this select process

manually by entering a name in the

name field of the Account Details and

then hitting the find button. This is

equivalent and will also trigger the

Account Selection.

If you select an existing account the

Account Name filed will be filled (also

the other fields that are copied over

from SugarCRM) and disabled. To

Change that hit unlock (the button next

to the field and that will untie this

relationship again and allow you to

search for another account or to create

new account. If you can not find an

account just complete the Form

manually.

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Dropdownfield are populate (note that

at this point in time this is not language

dependend but represents the values

as they are stored in the Database.Something to change in a next release.

If the Checkbox create/update Account

at the bottom of the form is checked

the account will be created or changed

fields will be updated and the

relationship between the contact and

the account will be created.

The Archive email with ContactCheckbox is not yet implemented still

a todo.

If data I correct hit OK and the system

will create the records and link them.

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Managing Appointments (Beta no sync supported in this Build)

With the connector installed there are

additional features available in the

Outlook Appointments.

On the Ribbon you will find buttons to

mark the item to be synced with

SugarCRM. For meeting where you are

not the organizer the buttons for

setting the status will be active allowing

you to confirm or decline the meeting

in SugarCRM.

Dropdown allow you to set the type of

appointment (call or meeting) and thestatus (planned, held, not held).

In the adjoining formregion on the

bottom of the appointment Contacts

and Users invited to the meeting. They

are synced from sugar but can also be

added here to the meeting. Also the

linkage to the parent object (in the

example on the left an Account is

shown including the address detail

Appointment functionality is at a beta stadium. Appointments can be created and all relevant information will be stored with the meeting. The sync

functionality is nevertheless at this point in time disabled. This will be enabled in the next build.

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To add attendees to the meeting push

the + button and search for contacts

or users in the search window. Add

them by selecting one or multiple itemsin the window and push select.

To remove an attendee select the

attendee and hit the - button.

To send meeting invites out of outlook

to selected attendees select the entries

in the list you want to send the meeting

request to and push invite selected.

This will change the appointment to ameeting request and copy the email

addresses of the selected attendees

into the to field of the meeting request.



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Meetings can be assigned to a parent

object (they will in any case be linked

to the contacts and users selected.

Parent objects can be an Account or an

Opportunity. To create or change an

assignment hit the search button. The

object dialog opens. Select the type of

Object you want to search for from the

dropdown and type in search terms.

For opportunities optionally type a

search term for the account to identify

opportunities only for a specific

account.

Hit select in the detail window and the

information will be copied into the

Appointment.



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