summary | Benutzer-Einstellungen Über die Schaltfläche gelangt man in die Benutzer Einstellungen des Pluginsfür die Endanwender des CRMLinkIT (Outlook-Plugin).Diese Einstellungen ermöglichen es Ihnen, die Funktionalität des combit CRM Plugins CRMLinkIT (Outlook-Plugin) in Outlook an Ihre individuellen Anforderungen anzupassen. Zugriff auf Admin-Einstellungen bei Ersteinrichtung Nach der Erst-Installation sind die Admin-Einstellungen zunächst nicht verfügbar.Um dennoch einen Benutzer als Admin einrichten zu können und diesem den 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, 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 cRM-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 Plugin\Log\Über die Checkbox "E-Mails nach Versand ablegen" legt man fest, ob die Synchronisation ausgehender Emails standardmäßig aktiviert ist.Diese Option ist als eigenständige Schaltfläche im Email-Dialogfenster verfügbar und kann pro Email nochmal individuell gesetzt werden: In den Admin-Einstellungen können auch die Standard-Einstellungen für die automatische Synchronisation von Terminen und Emails festgelegt werden.Die Checkbox "Sync aktiv" gibt dabei jeweils vor, ob die automatische Synchronisation direkt beim Start von Outlook schon aktiv ist oder erst per Klick vom Anwender aktiviert werden muss.Für beide Synchronisations-Automatismen kann auch jeweils das Intervall in Minuten angegeben werden, zu dem die automatische Synchronisation stattfinden soll.Über Benutzergruppen können verschiedene Gruppen definiert werden, die die Anzeige der Konfigurationen mehrerer Benutzer in den Plugin-Einstellungen übersichtlicher gestalten können.Diese Benutzergruppen haben nichts mit Windows-Gruppen oder cRM-Benutzergruppen zu tun.Unter Projektzuweisungen kann man sehen, welchen Projekten der Benutzer zugeordnet ist und ob diese aktiv sind.Bevor man mit den restlichen Benutzern weiter macht und die Projektzuordnungen vornimmt, sollte aber zunächst das Projekt bzw. die Projekte konfiguriert werden.Hierzu wechselt man in den Reiter: Projektverwaltung 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":20,"gap":10},"children":[{"id":"ht3dRyp56G5yXgryV84_o","name":"row","children":[{"id":"eM4w8eyLltKLfA5fFuVPW","name":"column","children":[{"name":"image","params":{"templateId":"full-width","alignment":"start","position":"center center","borderRadius":{"all":0,"bbl":0,"bbr":0,"btl":0,"btr":0,"isIndividualCorners":false},"width":84,"height":70,"image":{"value":"att12616584","target":"_blank","type":"attachment"}Informationen Allgemeine Benutzer Einstellungen [_] Protokollierung aktivierenBedeutet, dass für die ausgewählten Benutzernamen die Protokollierung aktiviert wurde. [_] E-Mail nach Versand ablegenDiese Einstellung ist dafür gedacht, dass sämtliche E-Mails die Sie versenden, die nicht auf der Blacklist stehen, im combit CRM abgelegt werden. [_] Verbergen von Erfolgsmeldungen beim Synchronisieren von E-MailsBeim erfolgreichen Synchronisieren wird in Outlook, für kurze Zeit, eine Hinweismeldung eingeblendet. [_] Verbergen von Verarbeitungsmeldungen beim Synchronisieren von E-MailsWenn E-Mails nicht synchronisiert werden, z.B. da der Empfänger auf einer Blacklist steht, erscheint für kurze Zeit ein Hinweis. Dieser Hinweis kann hier ausgeschaltet werden.Diese Einstellungen sind global in den Admin-Einstellungen hinterlegt, können hier aber nochmal individuell pro Benutzer separat festgelegt werden.Dies gilt auch für die Konfiguration der automatischen Synchronisation.Zusätzlich kann man hier noch zwischen einem hellen und einem dunklen Design (Dark-Mode) für die Konfigurations-Fenster des CRMLinkIT wählen. Lizenz Unter Lizenz findet man Informationen zur Gültigkeit der Lizenz für den aktuellen Windows-Benutzer.Über die Schaltfläche "Freigeben" kann die für diesen Benutzer aktivierte Lizenz wieder für einen andere Benutzer freigegeben werden.Hier können Lizenzen wieder freigegeben werden, z.B. wenn ein Anwender die Firma verlassen hat. Mit der Schaltfläche Neu laden, können die Lizenzen neu geladen werde, z.B. wenn wir die Anzahl der Lizenz während des laufenden Betriebes erhöht haben. Projektübergreifende Einstellungen Unter Projektübergreifende Einstellungen wird festgelegt, ob die automatische Synchronisation bestimmter Postfächer und/oder Kalender standardmäßig aktiv ist und in welchen zeitlichen Abständen (alle x Minuten) diese erfolgt.In den Projekteinstellungen wird festgelegt, welche Kalender und E-Mail-Postfächer synchronisiert werden und wie sich die Synchronisation im Detail verhält.Unter Kalender-Einstellungen können mehrere Kalender mit unterschiedlichen Einstellungen konfiguriert werden. Projekteinstellung - Kalender Einstellungen KalenderSind die Einstellungen für den ausgewählten Kalender.Kalender Einstellungen [_] Synchronisation aktiv zeigt an, ob für diesen Kalender die Synchronisation aktiviert wurde.Konflikt-RegelnFolgende Regeln stehen zur Verfügung:Zuletzt aktualisiert (der zuletzt aktualisierte Termin gewinnt und wird übertragen)Outlook führend CRM führend KategorienSind die Outlook-Kategorien, die in Outlook hinterlegt sind bzw. hinterlegt werden.Unter Mail-Einstellungen können mehrere Postfächer und das Verhalten zu synchronisierender E-Mails konfiguriert werden.E-Mails können z.B. mit einer Kategorie versehen, in einen anderen Outlook-Ordner verschoben oder auch gelöscht werden.Die Termine können in die Zukunft unbegrenzt Synchronisiert werden. Projekteinstellung - Mail Einstellungen E-Mail AccountIst der Account, für den die Einstellungen vorgenommen werden.Account Einstellungen [_] E-Mail Account Einstellungen sind dem ausgewählten Projekt zugewiesen.Allgemeine EinstellungenWas soll mit der E-Mail in folgenden Fällen geschehen?Automatisch überwachte Ordner [_] Automatische Synchronisation aktiv bedeutet, dass eine automatische Synchronisation der ausgewählten Ordner erfolgen soll.Container in dem die Ordner angezeigt werden, die bei der automatischen E-Mail Ablage, überwacht werden sollen.Dafür muss die Automatische Synchronisation aktiv sein. Erst dann kann man die Überwachung für die einzelnen Ordner auf aktiv schalten.Aktion bei gescheiteter auto. Sync:Folgende Aktionen stehen bei erfolgreicher Synchronisation zur Verfügung:KeineKategorie vergebenVerschiebenVerschieben und Kategorie vergebenLöschenOutlook-Ordner für gescheiterte auto. SyncWenn Sie zuvor Verschieben oder Verschieben und Kategorie vergeben ausgewählt haben, können Sie den Ordner angeben, wo die E-Mail bei gescheiterter Synchronisation abgelegt werden soll.Kategorie bei gescheiterte auto. Sync:Wenn Sie zuvor "Kategorie vergeben" oder "Verschieben und Kategorie vergeben" ausgewählt haben, können Sie die Kategorie angeben, mit der die E-Mail gekennzeichnet werden soll.Auto. Sync für Mails der letzten...Hier kann der Zeitraum in Tage, Wochen, Monate, Jahre festgelegt werden, in dem E-Mails rückwirkend im überwachten Postfach synchronisiert werden.Darüber kann gesteuert werden, dass z.B. nicht alle E-Mails, die sich noch im Posteingang befinden, nachsynchronisiert werden. Blacklist Beinhaltet E-Mails oder Domains für den aktuellen Benutzer, die für die Synchronisation nicht berücksichtig werden. Eintrag hinzufügenEine E-Mail Adresse kann hinzugefügt werden Eintrag entfernenDie ausgewählte E-Mail Adresse wird entfernt E-Mail suchenEs wird geprüft ob die eingegebene Email Adresse bereits auf einer Blacklist steht. Dabei wird die eigene Benutzer- und Projekt-Blacklist verwendet. EinstellungenSind die Einstellungen für die im Container ausgewählte E-Mail AdresseHier kann definiert werden, wie welche Sperre auf die eingegebene Adresse oder Domäne angewendet wird.Eine Mail kann durch Setzen der "Mail sperren" Option gesperrt werden, eine Dömäne über "Domäne sperren".Die Option "Domäne in Firmensuche ausschließen" verhindert evtl. falsche Treffer, bei der Kontakt Neuanlage, da dadurch häufige Domänen wie "@gmail.com" in der Suche ausgeschlossen werden. Einstellungen Administrator Funktionen und Features <span>CRMLinkIT (Outlook-Plugin)</span> SDK Blackliste Können auch von dem Administrator für das komplette Unternehmen ferstegelgt werden. |
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page | {"id":"5OiakJD2Unwpx_LbsMFNW","name":"page","children":[{"id":"c9stnAMvL1LlKbee3xxEW","params":{"background":"#FAFBFC","padding":20,"gap":10},"children":[{"id":"ht3dRyp56G5yXgryV84_o","name":"row","children":[{"id":"eM4w8eyLltKLfA5fFuVPW","name":"column","children":[{"name":"image","params":{"templateId":"full-width","alignment":"start","position":"center center","borderRadius":{"all":0,"bbl":0,"bbr":0,"btl":0,"btr":0,"isIndividualCorners":false},"width":84,"height":70,"image":{"value":"att177111109","target":"_blank","type":"attachment"}},"children":[],"id":"oRnY0F2eBQo79iw43vU60"},{"name":"text","params":{"value":[{"type":"paragraph","children":[{"lineHeight":"24px","letterSpacing":0,"text":"Benutzer-Einstellungen","fontFamily":"Open Sans, sans-serif","color":"#555555","fontSize":22}],"align":"left"}]},"children":[],"id":"IjlyQZDrvWsJfkFCN3BCr"},{"name":"spacer","params":{"space":0},"children":[],"id":"Qyj2pGdK34_nUhZDPF4QP"},{"name":"text","params":{"value":[{"type":"paragraph","children":[{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontWeight":600,"text":"Über die Schaltfläche gelangt man in die Einstellungen für die Endanwender des CRMLinkIT (Outlook-Plugin).","color":"#000000","fontSize":20}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontWeight":600,"color":"#000000","fontSize":20,"text":""}]},{"type":"paragraph","align":"left","children":[{"letterSpacing":0,"fontWeight":600,"color":"#000000","text":"Diese Einstellungen ermöglichen Ihnen, die Funktionalität des CRMLinkIT (Outlook-Plugin) in Outlook an Ihre individuellen Anforderungen anzupassen. 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","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":" [_] Verbergen von Verarbeitungsmeldungen beim Synchronisieren von E-Mails","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Wenn E-Mails nicht synchronisiert werden, z.B. da der Empfänger auf einer Blacklist steht, erscheint für kurze Zeit ein Hinweis. Dieser Hinweis kann hier ausgeschaltet werden.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]}]}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Diese Einstellungen sind global in den Admin-Einstellungen hinterlegt, können hier aber nochmal individuell pro Benutzer separat festgelegt werden.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Dies gilt auch für die Konfiguration der automatischen Synchronisation.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Zusätzlich kann man hier noch zwischen einem hellen und einem dunklen Design (Dark-Mode) für die Konfigurations-Fenster des CRMLinkIT wählen.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]}]}]},"children":[],"id":"DYmbCjcx1wmv-kJUklwRq"},{"name":"text","params":{"templateId":"headline 4","value":[{"type":"paragraph","children":[{"text":"Lizenz","letterSpacing":0,"fontWeight":700,"fontSize":24}]}]},"children":[],"id":"UnYHHLL1LzuZJUPbvb1bx"},{"name":"text","params":{"templateId":"simple paragraph","value":[{"type":"paragraph","children":[{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Unter ","color":{"type":"solid","light":"#555","dark":"#ffffff"}},{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Lizenz ","fontWeight":700,"color":{"type":"solid","light":"#555","dark":"#ffffff"}},{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"findet man Informationen zur Gültigkeit der Lizenz für den aktuellen Windows-Benutzer.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Über die Schaltfläche \"Freigeben\" kann die für diesen Benutzer aktivierte Lizenz wieder für einen andere Benutzer freigegeben werden.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Hier können Lizenzen wieder freigegeben werden, z.B. wenn ein Anwender die Firma verlassen hat. ","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Mit der Schaltfläche Neu laden, können die Lizenzen neu geladen werde, z.B. wenn wir die Anzahl der Lizenz während des laufenden Betriebes erhöht haben.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","color":"#555","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":""}]}]}]},"children":[],"id":"x7iIS_rfsF2pDL0JYUQBC"},{"name":"text","params":{"templateId":"headline 4","value":[{"type":"paragraph","children":[{"text":"Projektübergreifende 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erfolgt.","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"","color":{"type":"solid","light":"#555","dark":"#ffffff"}}]},{"type":"paragraph","children":[{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"In den ","color":{"type":"solid","light":"#555","dark":"#ffffff"}},{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":"Projekteinstellungen","fontWeight":700,"color":{"type":"solid","light":"#555","dark":"#ffffff"}},{"fontSize":16,"lineHeight":"24px","letterSpacing":0,"fontFamily":"Open Sans, sans-serif","text":" wird festgelegt, welche Kalender und E-Mail-Postfächer synchronisiert werden und wie sich die Synchronisation im Detail 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