SuperOffice CRM 5 and ProjectHelp ProjectHelp ILink.

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Presentation transcript:

SuperOffice CRM 5 and ProjectHelp ProjectHelp ILink

SuperOffice ProjectHelp 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

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

Common document management Documents in CRM 5 can be made available in ProjectHelp

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

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

ProjectHelp data shown in CRM5

ProjectHelp timesheet shown in CRM5

Configuration of the ProjectHelp ILink

Configuration of the Superoffice database

Configuration of the Projecthelp database

Configuring data types to be transfered

Configuring the Scheduler