Lotus Notes Plug-in Lotus Notes Plug-in for SugarCRMfor SugarCRM

Jeevan Technologies India Pvt. Ltd.Jeevan Technologies India Pvt. Ltd.

Project Scope Project Scope • “Lotus Notes Plug-in for SugarCRM” allows user to interact with

Sugar-CRM system from IBM Lotus Notes Email Client. Users can load the records from the Sugar CRM system and the records can be synchronized with each other as and when required by the user.

• We provide facility to user to get contacts, task, emails and appointments. Also user can update or insert new record from Notes using synchronization facility.

• Plug-in is clubbed with user’s mail database by replacing the template.

• The below are the features of the plug-in is displayed while opening the users mail DB.

Configuration Settings Contacts Tasks Appointments Emails

Configuration SettingsConfiguration Settings• This module is used to connect the SugarCRM system

which has been deployed independent of geographical area, which can be accessed through the internet by the registered authentication credentials from the Notes client.

Configuration Setting Form: Select Configuration Settings icon from Notes Plug-

in home page as shown above. Provide the login credentials of CRM. Search criteria in general tab which is used for search for

calls, meeting and tasks by period. Block size – which is used to list items page wise. Auto Synchronization is used to sync records from

CRM by scheduling.

Configuration Settings form

Select the required tab, to perform the required settings.

Synchronize ContactsSynchronize ContactsThis feature facilitates to synchronize the Contacts details of SugarCRM and Lotus Notes Email Client. Synchronize Contacts:Select Synchronize contacts icon from Notes Plug-in home page or from address book .

In this module we can synchronize the contact details like name, e-mail id, address, mobile number and etc…to CRM and Notes client.

The below table displays the contacts of CRM and Notes Client and its differentiated using font colors like

Synchronized ContactModified Synchronized ContactNew ContactNew Lotus Contact

buttons are used for pagination (explained in the working with general).

button between the Synchronize Contact Item panel and the Notes Contact Item panel, to add the contact to the synchronize contact items or action window. The added contact in the synchronize contact items will be displayed in green color as shown above.

Working with Synchronize Working with Synchronize Calls/MeetingsCalls/Meetings

• This feature enables you to synchronize calls/meetings in Lotus Notes with the Sugar Systems.

Synchronize Calls/Meetings:

Select Synchronize calls/meetings icon from the Lotus Notes Home page .

In this module the user can synchronize the calls or meetings to CRM and Notes Client.

The calls and meetings can be fetched from CRM by date and time period ofmeeting or Appointment.

A loading calls information screen with the progress bar is displayed.

Synchronize Calls Information screen is displayed as shown below.

Click on the meetings check box, to proceed with the synchronization of meetings.

Default Search criteria for the calls, meeting and tasks are provided with the From Date and Time as the current date and the To Date and Time based on the Period selected from the drop down list in the General Tab.

You can select the From Date and Time and To date and Time with in the set default time and date, to view any appointments.

Working with Synchronize TasksWorking with Synchronize TasksThis feature facilitates to synchronize the Tasks in Sugar CRM action window

with the Lotus Notes task List.

Synchronize Task:

Select Synchronize Task icon from Notes Plug-in home page or Synchronize Taskoption in tasks (notes client).

The records are displayed in the action window based on the timeperiod selected in configuration.

You can select the From Date and To date with in the set default time and date, to view tasks.

A loading task information screen with the progress bar is displayed.

Saving Emails in Sugar CRMSaving Emails in Sugar CRM

This feature helps you to add the mails in the Sugar CRM application.

Save mail:User can select the mails through inbox and select

the option save mail in left pane, to move the mails to CRM Here you can edit the mail details such as subject,

body content and externally attach files in the action window to be moved.

On selecting the Save Email option, the Loading Email and Contacts Information pop up window is displayed:

On completion of the loading, the Save Email to Sugar CRM window is displayed:

To view the contents of the mails listed in the Selected Emails Tab, select a specific mail whose contents and subject need to be displayed in the Body Tab. The Body Tab will display the contents corresponding to the selected mail. The Contacts Tab will also load the entire contact details of the corresponding user.

To delete the mails from the list, click Remove option displayed towards the right pane of the Selected Emails option.

To view the attachments related with the selected mail, select a specific attachment in Attachments tab to view the contents.

To add or remove an attachment, click ADD/Remove option to add and delete the attachment accordingly.

To search the contact details, click Search displayed in Contact section. To view all the contacts, click View All.

To assign mails to the Sugar CRM Contacts, click the appropriate checkbox displayed in the Contacts list.

Click OK to save the selected mail in the Sugar CRM. To discard the saving, click Cancel.

Thank You