sprinxcrm universalsync installation, configuration, first synchronization

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SprinxCRM UniversalSync Installation, Configuration & First Synchronization By David Podhol a

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Page 1: SprinxCRM UniversalSync installation, configuration, first synchronization

SprinxCRM UniversalSync

Installation, Configuration & First Synchronization

By David Podhola

Page 2: SprinxCRM UniversalSync installation, configuration, first synchronization

Summary

This presentation will guide you through the installation, setup and first synchronization of SprinxCRM UniversalSync with Outlook Tasks Connector and Remember The Milk Connector.

Page 4: SprinxCRM UniversalSync installation, configuration, first synchronization

Run file by Sprinx Systems

Page 5: SprinxCRM UniversalSync installation, configuration, first synchronization

Downloading add-in

Page 6: SprinxCRM UniversalSync installation, configuration, first synchronization

Click “Install”

Page 7: SprinxCRM UniversalSync installation, configuration, first synchronization

Add-in is installing

Page 8: SprinxCRM UniversalSync installation, configuration, first synchronization

Add-in has been installed

Page 9: SprinxCRM UniversalSync installation, configuration, first synchronization

Run Outlook with add-in

Page 10: SprinxCRM UniversalSync installation, configuration, first synchronization

Notice new toolbar

Page 11: SprinxCRM UniversalSync installation, configuration, first synchronization

Click “Settings…”

Page 12: SprinxCRM UniversalSync installation, configuration, first synchronization

Settings windows opens

Page 13: SprinxCRM UniversalSync installation, configuration, first synchronization

Select “Outlook Tasks Connector”, choose folders

Page 14: SprinxCRM UniversalSync installation, configuration, first synchronization

Check “Outlook Tasks Connector” in the list

Page 15: SprinxCRM UniversalSync installation, configuration, first synchronization

Select “Remember The Milk Connector” and click “Open RTM to allow access”

Page 16: SprinxCRM UniversalSync installation, configuration, first synchronization

Remember The Milk opens, login

Page 17: SprinxCRM UniversalSync installation, configuration, first synchronization

Remember The Milk authorizes the add-in

Page 18: SprinxCRM UniversalSync installation, configuration, first synchronization

Click “OK, I have clicked and allowed access”

Page 19: SprinxCRM UniversalSync installation, configuration, first synchronization

Congratulation, you have just succesfully setup the synchronization!

Page 20: SprinxCRM UniversalSync installation, configuration, first synchronization

Click “Synchronize” and wait

Page 21: SprinxCRM UniversalSync installation, configuration, first synchronization

Tasks are synchronized

Page 22: SprinxCRM UniversalSync installation, configuration, first synchronization

Synchronization results. Great, you have just completed the first

synchronization!