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CRM ConnectLive User Guide
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Using this help
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Documentation PDFs
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Introduction
User Interface
Working with CRM.connectLive
Logging In
Searching for Data
Viewing a Contact Person's Data
Viewing Related Data
Linking an Item With a Record
Minimize Maximize CRM.connectLive
ConnectLive Plugin for Outlook Appointments
Linking CRM Contacts to Outlook Appointments
Aurea CRM ConnectLive User Guide
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Introduction
CRM.connectLive is a plug-in for Microsoft Outlook available for Outlook 2010 and higher.
User Interface
The CRM.connectLive plugin is displayed to the right of your mailbox.
Working with CRM.connectLive
Your administrator defines what data is displayed in CRM.connectLive.
ConnectLive Plugin for Outlook Appointments
CRM.ConnectLive plugin for Outlook is available in the Meeting tab of Outlook.