superoffice crm 5 and projecthelp projecthelp ilink
TRANSCRIPT
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SuperOffice CRM 5 and ProjectHelp
ProjectHelp ILink
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SuperOfficeProjectHelp
• Common database• SQL platform• Configuration done in ProjectHelp• Document management• Projects created in ProjectHelp and transferred to SuperOffice• Diary in SuperOffice can be exported to timesheets in ProjectHelp
Integration - Principle
ProjectHelp ILink
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Customer Information
• Customers and contacts administered in CRM 5.• Customers and contacts set as “read only” in ProjectHelp.• Updates performed in real time or at specified intervales
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Common document management
• Documents in CRM 5 can be made available in ProjectHelp
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Project Information
• Projects created in ProjectHelp with help of wizard• Corresponding projects created automatically in CRM5• Updates performed in real time or at specified intervals
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Timesheets and Calendar
• Diary in CRM5 can be exported to timesheets ProjectHelp• Activity types set-up as the same in both systems• A follow-up in CRM 5 that is connected to a project, shows in ProjectHelp as corresponding Activity Type
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ProjectHelp data shown in CRM5
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ProjectHelp timesheet shown in CRM5
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Configuration of the ProjectHelp ILink
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Configuration of the Superoffice database
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Configuration of the Projecthelp database
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Configuring data types to be transfered
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Configuring the Scheduler