Using Call Center Features

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11.1.1 Installing the Outlook plugin

• Step 1: install the Outlook plugin in OpenERP Use the OpenERP Configuration Wizard and install the Customer Relationship Management applica- tion. In the CRM Application Configuration dialog under Plug-In, select MS-Outlook. Then the Outlook Plug-In wizard appears. Next to the Outlook Plug-in field, click the Save As button to save the plugin to your desktop or any other location on your computer. You can also download the installation manual by clicking the green arrow next to Installation Manual. Another way to use the Outlook plugin, is by installing the OpenERP module outlook. When you install this module, the same Configuration Wizard as explained before will be displayed. Follow the same instructions. • Step 2: Prerequisites 1. Install Python 2.6+ Download from http:www.python.orgftppython2.6.6python-2.6.6.msi or for 64bit system http:www.python.orgftppython2.6.6python- 2.6.6.amd64.msi . Run the .exe file to install the software. 2. Python for Windows extensions - PyWin32, this module for python must be installed for the appropriate version of Python. http:sourceforge.netprojectspywin32filespywin32Build20214pywin32-214.win32- py2.6.exedownload or for 64bit system http:sourceforge.netprojectspywin32filespywin32Build20214pywin32-214.win-amd64- py2.6.exedownload 3. Specify the python folder in the system path typically with this installer C:Python26 How to set the path in Windows XP For Windows XP: http:www.computerhope.comissuesch000549.htm How to set the path in Windows 7 To change the system environment variables, follow the steps below. - From the Windows button, select Control Panel, then click System. - Click Remote Settings to open the System Properties window. - In the System Properties window, click the Advanced tab. - In the Advanced section, click the Environment Variables button. - Finally, in the Environment Variables window as shown below under System Variables, highlight the Path di- rectory, click Edit and add ;C:Python26. See also http:geekswithblogs.netrensoarchive20091021how-to-set-the-windows-path-in-windows-7.aspx 4. If you are using MS Outlook 2007 than you are required to install ”Microsoft Ex- change Server MAPI Client and Collaboration Data Objects 1.2.1 CDO 1.21” from http:www.microsoft.comdownloadsendetails.aspx?FamilyId=2714320D-C997-4DE1-986F- 24F081725D36displaylang=en . Double-click Exchange Cdo to install it. 5. If you are using MS Outlook 2003, be sure to install the builtin Cdo component. • Step 3: install the OpenERP extension in Outlook. 1. Double-click the file ‘‘OpenERP-Outlook-addin.exe‘‘that you saved on your desktop. Confirm the default settings. 2. Double-click the file ‘‘Register plugin‘‘in the OpenERP Outlook Addin folder typically in C:Program Files. 3. Start Outlook.