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iGlobe CRM Meeting Helper

iGlobe
iGlobe Meeting helper makes it easy for you to create a meeting with your customer.

This Add-in requires iGlobe CRM Office 365 - https://store.office.com/iglobe-crm-solution-r2-WA104379222.aspx

iGlobe Meeting helper makes it easy for you to create a meeting with your customer. Find the company and select the contact you are inviting for a meeting. With a single click the customer information will be added to the meeting entry. All you have to do now is select the meeting time. You can even add additional participants and invite them to the meeting.

To get started using iGlobe Meeting Helper you need to enter the URL for iGlobe CRM. Go to your iGlobe CRM Site and copy the URL from “https” until “Pages”. Remember to remove the unique app id. (all the numbers) Use a URL like the following example.

https://iglobe.sharepoint.com/sites/IGLOBECRMR2DEOMO/IGlobeCRM . For full documentation go to www.iglobecrm.com support.

After a simple Office 365 authentication you are ready to go. You only login with your Office 365 login the first time. After that you are you are always connected because you are in Office 365 environment.

For installation and configuration instructions - http://iglobecrm.com/content/16-iglobe-crm-calender-app

COMPATIBILITY

Supports Outlook 2016. Please notice this app will nit work in IE 9. Compatible with IE10 and upper version.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
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