Infor CRM (SalesLogix) Addin Guide
This Addin Guide contains proprietary information and shall not be used, disclosed, reproduced or shared, in whole or in part, without the prior written consent of the application developer.Should you need to do this or require further clarification, please contact the CRM Connect support desk quoting your serial number.
This page will guide you through configuration and basic use of the CRM Connect Infor CRM Add-in.It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.See the 'User Guide' for these topics.
Infor CRM and the database used to store your contact data should already be installed and working normally before proceeding with this integration.
CRM Connect must also be installed already with the initial configuration completed.If this is not the case, please see the 'Technical Installation Guide' or consult your system administrator.
Information You'll Need
- Windows account username and password
- Infor CRM server, username and password (if password protected)
Right-click the CRM Connect tray icon in the system tray menu and then left-click the 'Configuration' option from the menu that pops up, this will open the 'configuration' screen.In the 'Integration' area, click the 'Add new' button, select 'Infor CRM' from the 'Type' dropdown box and then click the 'Set' button.
On the Configuration group, select the SQL server where your SalesLogix database is stored from the 'Server' dropdown box.If there are no options in this list, wait for the animated circle to disappear and then check again.The circle indicates the list is updating.You can also type the name in manually.
If you can use your Windows login details to access SalesLogix, check the 'Windows authentication' check box.Otherwise, enter your username and password into the 'User' and 'Password' text boxes.
Select the correct database from the 'Database' dropdown list.The list will update once you have selected your server or you can enter the name manually.
In the 'Types' section, select the SalesLogix account contact types you want to be used by checking the corresponding boxes.
Click the 'Save' button to store the information you've entered and apply the configuration.
To test if the configuration worked, enter a phone number from your Infor CRM account into the 'Telephone' box in the 'Integration test' area and click the 'Search' button.The results will be displayed after a few seconds.
If the test does not work, go to the 'Log' page of configuration and turn on logging, then do the test again and see if there are any errors in the log.
When a call comes in, the CRM Connect 'Preview Window' will pop up and display the phone number that is calling.If the caller is recognized as one of your contacts from Infor CRM, their details will also be displayed and you can 'pop' their Infor CRM contact record by clicking the 'Infor CRM' button in the window.
You can also pop recognized callers' Infor CRM contact records by clicking the 'Infor CRM' button on the 'Phone Window'.
Calls can be deflected to another extension before answering them by clicking the 'Deflect' button, entering the extension number into the 'Number' box and then clicking the 'Deflect' button next to it or pressing 'Enter'.
To answer a call on either the 'Preview' or 'Phone' window, you just need to click the 'Answer' button.
To speak to a colleague during an active call, click the 'Consult' button, enter the extension number into the 'Number' box and then click the 'Consult' button next to it or press 'Enter'.The active call is automatically held.To end the call to your colleague and resume the held call, click 'Cancel'.
To transfer a call to another extension, click the 'Transfer' button, enter the extension number into the 'Number' box and then click the 'Transfer' button next to it or press 'Enter'.