Info At Hand: Outlook Synchronization Plug-In
The Info At Hand Microsoft Outlook plug-in is available free of charge for all Info At Hand users. It is also available for our services customers having customization work done to Info At Hand or SugarCRM OS, Pro and Enterprise editions.

The Outlook plug-in utilizes the Info At Hand web services SOAP interface to integrate CRM functionality into Outlook. No server components or modifications are needed to use the plug-in. The plug-in is simply installed on each client PC or notebook that needs this capability, and enhances the Outlook client installed on that computer. (See User Guide)

The Info At Hand plug-in offers the following functionality: 
 

  • Upload one or more selected Outlook mail items to the CRM  
    • Upload mail attachments along with the email contents 
      • Add new attachment files and associate with mail item prior to upload 
      • Display file size of the attachment 
      • Remove mail item attachments prior to upload
    • Edit or annotate the text subject and body of the mail item prior to upload
    • Automatic association of CRM Contacts to Email 
      • Create and make associations for new CRM Contacts
    • Associate a mail item with a parent CRM object 
      • Create new CRM objects for association 
  • Bidirectional synchronization of CRM and Outlook Contacts
    • No limitation on the number of users that can synchronize with Contacts
    • Contacts without email addresses can be synched
  • Bidirectional synchronization of CRM and MS Outlook Calendar
    • Option to auto-mark all future calendar items
    • Option to unmark calendar items that are in the past
    • Designate MS Outlook Appointment as a Meeting or Call
    • Meeting attendees are associated
  • Create new CRM objects and assign object metadata
    • Contacts
    • Accounts
    • Cases
    • Leads
    • Opportunities
  • Operated using either added toolbar buttons or Outlook menu system
  • Support for both HTTP and HTTPS (SSL)
  • Support for use with Proxy server/port
  • Support for access to secure URLs that require username/password access
  • Support for both uncompressed and compressed SOAP messages
  • Optional Auto-logon
  • Optional Auto-synchronization of marked Contacts and Appointments 

The Info At Hand Microsoft Outlook plug-in was designed for use with Outlook 2000, Outlook 2002, and Outlook 2003 only.  It is not compatible with Outlook Express.