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Appanvil karma designer
summary Admin-Einstellung Über die Schaltfläche gelangt man in die administrativen Einstellungen des PluginsCRMLinkIT (Outlook-Plugin).Hier wird u.Aa. festgelegt, wer Zugriff auf das CRMLinkIT (Outlook-Plugin) hat, wer das Plugin CRMLinkIT administrieren darf und welche Projekte/Solutions mit dem Plugin CRMLinkIT in welcher Form verknüpft werden. Zugriff auf Admin-Einstellungen bei Ersteinrichtung Nach der Erst-Installation Erstinstallation sind die Admin-Einstellungen zunächst nicht verfügbar.Um dennoch einen Benutzer als Admin einrichten zu können und diesem den Ihm Zugriff auf die Admin-Einstellungen zu ermöglichen,kann man diese öffnen, indem man in den Benutzer-Einstellungen mehrfach auf die Versionsnummer ganz unten klickt.Hat man oft genug geklickt, Durch mehrmaliges Klicken erscheint ein Eingabefenster mit einer Passwortabfrage.Das Admin Passwort wird von unserem Supporter eingegeben.Dieses Passwort wird nicht an den Endkunden weitergegeben ! Die Admin-Einstellungen unterteilen sich in zwei Bereiche: Projektverwaltung und Benutzerverwaltung.Bei der Ersteinrichtung sollte man zuerst in die Benutzerverwaltung gehen und dort einen Admin hinterlegen. Zunächst wird über die Schaltfläche "Neuen Benutzer anlegen" (1) ein neuer Benutzer hinzugefügt. Über das Dropdown-Menü links neben der Schaltfläche kann der entsprechende Windows-Account ausgewählt werden.Anschließend gibt man bei den User Details den cRMCRM-Loginnamen (2) des ausgewählten Benutzers ein und setzt den Haken bei der Checkbox "Administrator" (3).Dies genügt schon, um die Schaltfläche "Admin-Einstellungen" für diesen Benutzer verfügbar zu machen.Über die Checkbox "Protokollierung aktiv" kann eine detaillierte Protokollierung der Synchronisationsvorgänge aktiviert werden.Diese ist im Normalbetrieb nicht zwingend notwendig, kann aber hilfreich sein, wenn es zu Fehlern kommt und man diese genauer untersuchen möchte.Da die Protokollierung jedoch kaum Auswirkungen auf die Performance hat, sollte diese standardmäßig aktiviert werden.Die Protokolldateien werden im APPDATA-Verzeichnis des aktuellen Windows-Benutzers abgelegt: %APPDATA%\cosmolink\Outlook PluginCRMLinkIT\Log\Über die Checkbox "E-Mails nach Versand ablegen" legt man fest, ob die Synchronisation ausgehender Emails E-Mails standardmäßig aktiviert ist.Diese Option ist als eigenständige Schaltfläche im EmailE-Mail-Dialogfenster verfügbar und kann pro Email E-Mail nochmal individuell gesetzt werden: Founded in 2019 Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. Six Awesome Players Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. Two Fantastic Apps Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. Carl Baker Product Owner Mia Smith Scrum Master Jan Hammer UI/UX Kelly Williams Developer Orlando Wilkinson Developer Sarah Fisher Developer Our AchievementsLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. Codegeist Winner 2022 Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. Top Rated App 2022 Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. 100+ Positive Reviews Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. Awesome App #1Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua.Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. Learn More Awesome App #2Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua.Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. Learn More Join Our TeamLorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore. Schedule Meeting Bitte beachten! Wenn die o.g. Checkbox gesetzt ist, werden ausgehende Emails allerdings auch nur dann automatisch synchronisiert, wenn sie direkt aus Outlook heraus verschickt werden. Da das Plugin keine direkte Verknüpfung zum cRM besitzt und somit auch nicht mitbekommt, wenn eine Email aus dem cRM heraus verschickt wird, muss für die automatische Synchronisation ausgehender Emails auch der entsprechende Outlook-Ordner "Gesendete Elemente" überwacht werden.page{"id":"5OiakJD2Unwpx_LbsMFNW","name":"page","children":[{"id":"c9stnAMvL1LlKbee3xxEW","params":{"background":"#FAFBFC","padding":80,"gap":10},"children":[{"id":"ht3dRyp56G5yXgryV84_o","name":"row","children":[{"id":"eM4w8eyLltKLfA5fFuVPW","name":"column","children":[{"name":"image","params":{"templateId":"full-width","alignment":"start","position":"center 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Zugriff auf die Admin-Einstellungen zu ermöglichen,"}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontSize":16,"fontWeight":400,"color":"#9e9e9e","fontFamily":"Poppins, sans-serif","text":"kann man diese öffnen, indem man in den Benutzer-Einstellungen mehrfach auf die Versionsnummer ganz unten klickt."}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontSize":16,"fontWeight":400,"color":"#9e9e9e","fontFamily":"Poppins, sans-serif","text":""}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontSize":16,"fontWeight":400,"color":"#9e9e9e","fontFamily":"Poppins, sans-serif","text":"Hat man oft genug geklickt, erscheint ein Eingabefenster mit einer Passwortabfrage."}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontSize":16,"fontWeight":400,"color":"#9e9e9e","fontFamily":"Poppins, sans-serif","text":""}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontSize":16,"fontWeight":400,"color":"#9e9e9e","fontFamily":"Poppins, sans-serif","text":"Das Admin Passwort wird von unserem Supporter eingegeben."}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontSize":16,"fontWeight":400,"color":"#9e9e9e","fontFamily":"Poppins, sans-serif","text":""}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontSize":16,"color":"#9e9e9e","fontFamily":"Poppins, sans-serif","text":"Dieses Passwort wird nicht an den Endkunden weitergegeben !","fontWeight":700}]}]}]}]}]},"children":[],"id":"KhXP8uVtjZSzrrtJUidss"}],"params":{"borderRadius":{"all":0,"btl":0,"bbl":0,"btr":0,"bbr":0,"isIndividualCorners":false},"padding":0,"gap":25,"verticalAlignment":"top"},"id":"-Sjbb_Arry2C8IXwkMtjl"},{"name":"column","children":[{"name":"image","params":{"templateId":"full-width","alignment":"center","position":"center 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paragraph","value":[{"type":"paragraph","children":[{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"text":"Die Admin-Einstellungen unterteilen sich in zwei Bereiche: Projektverwaltung und Benutzerverwaltung.","fontFamily":"Open Sans, sans-serif"}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Bei der Ersteinrichtung sollte man zuerst in die Benutzerverwaltung gehen und dort einen Admin hinterlegen."}]}]}]},"children":[],"id":"HxfoojNlZBbMOU-vSlJSS"},{"name":"image","params":{"templateId":"full-width","alignment":"center","position":"center center","borderRadius":{"all":0,"bbl":0,"bbr":0,"btl":0,"btr":0,"isIndividualCorners":false},"image":{"value":"att12616582","target":"_blank","type":"attachment"}},"children":[],"id":"tNI02xOX6w3JdZe2lScHh"},{"name":"text","params":{"templateId":"simple paragraph","value":[{"type":"paragraph","children":[{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"text":"Zunächst wird über die Schaltfläche \"Neuen Benutzer anlegen\" (1) ein neuer Benutzer hinzugefügt. Über das Dropdown-Menü links neben der Schaltfläche kann der entsprechende Windows-Account ausgewählt werden.","fontFamily":"Open Sans, sans-serif"}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":""}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Anschließend gibt man bei den User Details den cRM-Loginnamen (2) des ausgewählten Benutzers ein und setzt den Haken bei der Checkbox \"Administrator\" (3)."}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":""}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Dies genügt schon, um die Schaltfläche \"Admin-Einstellungen\" für diesen Benutzer verfügbar zu machen."}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":""}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Über die Checkbox \"Protokollierung aktiv\" kann eine detaillierte Protokollierung der Synchronisationsvorgänge aktiviert werden."}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Diese ist im Normalbetrieb nicht zwingend notwendig, kann aber hilfreich sein, wenn es zu Fehlern kommt und man diese genauer untersuchen möchte."}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Da die Protokollierung jedoch kaum Auswirkungen auf die Performance hat, sollte diese standardmäßig aktiviert werden."}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Die Protokolldateien werden im APPDATA-Verzeichnis des aktuellen Windows-Benutzers abgelegt: %APPDATA%\\cosmolink\\Outlook Plugin\\Log\\"}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":""}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Über die Checkbox \"E-Mails nach Versand ablegen\" legt man fest, ob die Synchronisation ausgehender Emails standardmäßig aktiviert ist."}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":""}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Diese Option ist als eigenständige Schaltfläche im Email-Dialogfenster verfügbar und kann pro Email nochmal individuell gesetzt werden:"}]}]}]},"children":[],"id":"x7iIS_rfsF2pDL0JYUQBC"},{"name":"image","params":{"templateId":"square","alignment":"start","width":114,"height":102,"position":"center center","borderRadius":{"all":0,"bbl":0,"bbr":0,"btl":0,"btr":0,"isIndividualCorners":false},"image":{"value":"att12616590","target":"_blank","type":"attachment"}},"children":[],"id":"gkYu_aIApWz8t5LkDDXL6"},{"name":"card","templateId":"white with icon","params":{"gap":10,"padding":28,"borderRadius":{"all":20,"isIndividualCorners":false,"bbl":0,"bbr":0,"btl":0,"btr":0},"background":{"light":"#ffffff","dark":"#15171A"},"boxShadows":[{"y":0,"blur":15,"spread":-3,"color":"#00000019"},{"y":4,"blur":6,"spread":-4,"color":"#00000019"}],"hover":"elevate"},"children":[{"name":"icon","params":{"size":32,"color":{"light":"#ffffff","dark":"#15171A"},"alignment":"start","icon":"rocket","shape":"circular","background":"#0673e1"},"children":[],"id":"e4no9VtNQSKUQdLKd4hER"},{"name":"text","params":{"value":[{"type":"paragraph","children":[{"type":"paragraph","children":[{"text":"Bitte beachten!","fontFamily":"Montserrat, sans-serif","fontWeight":700,"fontSize":24,"color":{"light":"#202022","dark":"#ffffff"}}],"align":"left"}]}]},"children":[],"id":"Nkh7duXk8gUIVsJrBwVw0"},{"name":"text","params":{"value":[{"type":"paragraph","children":[{"text":"Wenn die o.g. Checkbox gesetzt ist, werden ausgehende Emails allerdings auch nur dann automatisch synchronisiert, wenn sie direkt aus Outlook heraus verschickt werden.","fontFamily":"Montserrat, sans-serif","fontSize":14,"lineHeight":"22px","color":{"light":"#202022cc","dark":"#ddddddcc"}}]},{"type":"paragraph","children":[{"fontFamily":"Montserrat, sans-serif","fontSize":14,"lineHeight":"22px","color":{"light":"#202022cc","dark":"#ddddddcc"},"text":""}]},{"type":"paragraph","children":[{"fontFamily":"Montserrat, sans-serif","fontSize":14,"lineHeight":"22px","color":{"light":"#202022cc","dark":"#ddddddcc"},"text":"Da das Plugin keine direkte Verknüpfung zum cRM besitzt und somit auch nicht mitbekommt, wenn eine Email aus dem cRM heraus verschickt wird,"}]},{"type":"paragraph","children":[{"fontFamily":"Montserrat, sans-serif","fontSize":14,"lineHeight":"22px","color":{"light":"#202022cc","dark":"#ddddddcc"},"text":"muss für die automatische Synchronisation ausgehender Emails auch der entsprechende 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