Administration Guide
- Evangeline Cruz
The iEnterprise Outlook Add-in for your CRM* is an easy to use tool for either Specific or Automatic email association.
A company-wide deployment has an administrator/user access level to the iSync server where the settings are configured.
- Administrators have access to settings for the whole company.
- User access will only show the Connections tab. Each user will have access to enable the automatic sync for himself if they want to. Here they can provide their login credentials to the CRM* and their Outlook account.
For a single user deployment, all settings are available.
All the add-in has the same look and feel and most features work similarly though minor differences may exists and those will be mentioned in this guide.
Currently supporting CRM* :
iEnterprise CRM
Salesforce.com®
Dynamics 365®
SugarCRM®
Zoho CRM®
Now lets get started:
1. Access the iSync Server by clicking on "Other Tools > Automatic Sync" from your connector sidebar.
2. Configure Sync Settings.
3. Setup your connection to your CRM** and your email client.
Important note
Any feature that involves creating or adding records to your CRM require a License Purchase after the free-trial period.
Text and screenshots may come from any of the supported CRM*, please note that features, navigation and connector design is almost standard across all the connectors.
** Connector for Outlook and Netsuite may have differences in some of the features and UI.
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