12.1 CONFIGURING THE HARMON.IE IN OUTLOOK

Harmon.ie e-mail for Outlook is an add-on to iGlobe and a third part application. You will need Harmon.ie Enterprise version. You can purchase the App on Harmon.ie website. Follow the installation instructions given byHarmon.ie. After installing the Harmon.ie for outlook, whenever user open the outlook will get a screen like following. In the right, there will have a pane for Harmon. User needs to configure it to use with the IGlobe CRM App. 

Harmon.IE in Outlook

For configuring this, do the following steps. Click on the button next to the text ‘Click here to add a site’. This will prompt a screen like following -   

IGCRM SP App Setup with Harmon.IE

Here user needs to provide SharePoint site URL and authentication. On clicking the‘OK’ button, it will connect to the SharePoint site and retrieve the libraries from there. If Harmon.IE fails to connect to the SharePoint site, please recheck the URL and authentication data and then try again.  The libraries will show up like in the following screen. User needs to use the ‘CRM Drop off library’ for drag-drop or save the emails, documents etc. 

Library to Link with Harmon IE

After retrieving the libraries, you have to map library columns in the Harmon.IE. To map library column follow the following steps. Click on the dropdown arrow from harmon.ie right corner, then click options. 

Drop Off Library Column Mapping 1

It will show you option window like below. Select “Advance” tab from option windowand  click on “Mapping” button from E-mail header mapping section. 

It will show you mapping window. You have to map the library columns with outlook from this window.  Map library column with your outlook like below. 

Select the row which you want to map. For example select CC row 

 Then click on “Edit” button, it will show you edit popup window. Or you can double click on the row to open the edit popup. Add Drop Off Library column name with existing name and click ok. 

Note :Don’t remove default column name from header mapping window, and separate your library mapping column name with semicolon (;)

 

Map all the columns by following the same steps.

 

Following table shows which drop off library columns need to be mapped with your outlook header columns.

Drop Off Library Columns which needs to be linked with your Harmon.IE settings

 

Header

SharePoint Columns

1

CC

IGCRMMailCC

2

Date

MailDate

3

From

IGCRMMailFrom

4

Message-ID

IGCRMMailReference

5

OriginalSubject

IGCRMMailSubject

6

To

IGCRMMailTo

After completing all column mapping, click on “OK” button to complete your column mapping.  

Drop Off library settings with your harmon.ie is done. And the feature is ready to use. User can drag and drop or save mails/documents in the Drop off Library from Harmon.IE to be synced with the IGlobe CRM App later on.