IndexOPUSFLOWCRMINSTRUCTION MANUALIntroduction2How to install OpusFlowCRM3Settings5OpusFlowCRM Tab5Contacts5Database6Document Storage8Templates9Scanned Documents9User settings9User Fields11Autosave and Group Folders11The CRM toolbar13Saving emails13Change company / contact cards15Edit Contacts (new tab)17Advanced search / merge19Search Contacts23Search documents24The Contact card25Group folders of the CRM module28Scanned Documents30Maintenance31Change Items31Change Language31Uninstall31Change Parameter Set31Edit33Add, edit, delete groups.33Add, edit, delete codes.33Document Types35Subfolders35Synchronisation36Open contact Card from Inbox37Info37Templates38Create Template for OpusFlowCRM.38Edit existing Template40Create a new template41Mailing from OpusFlowCRM41One Document41Optional Laptop / PDA module49Making a replica49The database and documentroot settings51PDA license53How to installl the PDA-license53Interact | Training | UK | Ltd, Mont Hamel House, 2 Chapel Place, Ramsgate, CT11 9RYTel/Fax: 01843 599533 e-mail: salesinteract-training.com web: www.interact-training.com OpusFlowCRM: www.OpusFlowCRM.co.ukPage 12 of 55Introduction OpusFlowCRM is a multifunctional document and contact solution fully integrated with Outlook. This means that you do not have to learn new ways of working just continue using Outlook.With OpusFlowCRM you will be able to: Synchronise address data/information for companies and contacts (from the underlying database) with Outlook Contacts Send mailings and letters to several companies and contacts based upon your own Word templates Search for and open correspondence from Outlook, either sent to or received from your contacts Export contents of Outlook folders to Excel (address lists, mailing lists etc.) Import the contacts you already have in Outlook, into the OpusFlowCRM address database Generate time logs and mileage expense accounts from your Outlook Calendar and export them to Excel Search on contact or company name, project, codes, groups or user defined fields Scan documents and store them with your contact Share Calendar, Tasks and JournalHow to install OpusFlowCRMDownload the set up program from www.OpusFlowCRM.co.uk and save the file in a temporary location. If using a network, store the set up program in a location which is accessible from all workstations. All P.Cs can then be set up by using the same program.After downloading the set up program, CLOSE OUTLOOK through CTRL-ALT-DEL Task Manager. Check the Application and Process tabs to ensure that Outlook.exe has definitely closed. Alternatively restart the computer and ensure Outlook remains closed. Make sure that Outlook has not started automatically by programs running in the background i.e. PDA-connectors.Find the set up program previously saved and double click. Click Next then Accept, after having read and accepted the User License.Click Install to start the set up. You will be informed when the installation has been successful.To use OpusFlowCRM, CDO (Collaborative Data Object) must be installed. Most PCs already have this component, and OpusFlowCRM will warn you if CDO needs to be installed. To install CDO please see http:/www.OpusFlowCRM.com/CDO.htm.After set up ensure that the installation has been successful and all components have been installed by checking in Explorer that C:ProgramFilesOpusFlowCRM has been created.If the directory wasnt created, you probably do not have enough rights to install the software. Administration rights are required on each P.C. to install OpusFlowCRM. After the installation, user rights can return to their normal settings. If there are any problems contact your system manager or OpusFlow.After agreeing to the conditions you will receive a welcome message and a message informing you that a new toolbar is being created. Check the following 3 points: A new toolbar has been created. A subfolder called OpusFlowCRM has been created within the Contacts, Calendar, Tasks & Journal folders. Two address cards have been created with the OpusFlowCRM contacts folder.OpusFlowCRM has been successfully installed. The next step is to ensure all settings are correctSettingsOpusFlowCRM TabOpusFlowCRM adds a new tab into Outlook Options. From within the OpusFlowCRM tab the default settings are correctly installed for local use. The settings only need to be changed if the database is going to be shared on a network or Exchange Server. If using Exchange Server, laptop/off line users can add OpusFlowCRM contacts to the Favorites folder, enabling off line u