crm4office

CRM4Office is an OpenOffice Extension for SugarCRM. It is a complete integration of SugarCRM modules with OpenOffice Writer and Calc/Spreadsheets. This product allows users to perform Mail Merge, send email, archive notes, and generate reports and charts.

Table of Contents

• [What to download?] (#what-to-download)
• Is there a simple feature comparison chart?
• Where can I download the latest version?
• I have an issue to report, who should I contact?
• How do I install and start using Standard Edition?
• How do I install and start using Professional Edition?
• I have downloaded the .oxt file what next?
• How to purchase the license?
• I have purchased the license, where is the key?
• How do I enter the license key?

What to download?

• crm4office-wcal-N.N.N.oxt This is the edition that supports OpenOffice Writer along with support for OpenOffice SpreadSheet/Calc. You can use spreadsheets to create charts, reports or export the sugarcrm data into presentations using this edition. It's quite powerful in its ability to do bulk updates or changes to the SugarCRM.
• crm4office-module-N.N.N.zip This is a free sugarcrm module that you need to install on the sugarcrm server. You have to be a SugarCRM Admin to install this module. This module helps the CRM4Office extension in performing mail merge using the "Target Lists" in SugarCRM.

Is there a simple feature comparison chart?

• Yes, there is. Please visit the following URL: http://kinbentechnologies.com/downloads

Where can I download the latest version?

• Every effort will be made to keep the following sites upto date. It is highly recommended to visit the following sites for the latest version:
  1. http://kinbentechnologies.com/downloads
  2. http://www.sugarexchange.com/product_details.php?product=986

I have an issue to report, who should I contact?

• Please send an email to support@openatrix.com Please provide as much information as possible so that we can come up with a resolution fast.

How do I install and start using Standard Edition?

• Here's a quick 2 minute flash presentation that shows how to use the CRM4Office - Extension for OpenOffice Writer. http://openatrix.kinbentechnologies.com/update/crm4office.htm

How do I install and start using Professional Edition?

• Here's a quick 2 minute flash presentation that shows how to use the CRM4Office - Extension for OpenOffice Calc. http://openatrix.kinbentechnologies.com/update/crm4office-wcal.htm

I have downloaded the .oxt file what next?

• Please send an email to support@openatrix.com requesting a trial license.

How to purchase the license?

• To purchase the product, please visit the url: http://openatrix.kinbentechnologies.com/crm4office

I have purchased the license, where is the key?

• If you have purchased the product, you will receive a separate email confirming your purchase with a valid license key. You can enquire the status by sending email to support@openatrix.com

How do I enter the license key?

1. Download the crm4office-xxx-N.N.N.oxt file from one of the following sites: SugarExchange or OpenAtrix Download Site
2. Start OpenOffice
3. Click on Tools->Extension Manager
4. Click on Add and select the .oxt file that you downloaded in step 1.
5. After the installation, select CRM4Office and Click on "Options". This should open up another window where you should be able to see CRM4Office -> License Settings
6. Select License Settings
7. Enter Name [Trial License or Name provided by OpenAtrix]
8. Enter License Key
9. Click on "Update Key" button
10. Click on "OK" button so that the license is saved to disk