Download LeadMaster CRM Add-In Modules

About CRM Add-In Modules access privileges

In order to utilize each of the individual CRM Add-In modules, you must have the relevant security permission activated in your logon.  In addition, for the CRM Offline Add-In module the workgroup which you are trying to access must also have Offline Client Access capability turned on.

General Notes before you begin

1.) There is a 32-bit version of Outlook and a 64-bit version of Outlook. These LeadMaster.add-ins for Outlook are incompatible with the 64-bit version of Outlook. Click here for additional details on 64-bit Outlook..

2.) If you have an application installed that controls and/or accelerates downloads, please disable it before proceeding.

3.) Note that the Add-In modules are only compatibile with Outlook 2000 and later (including those systems using Outlook Exchange). The October 2010 update is compatible with Microsoft Office 2007 and 2010.

4.) The username you will be using as your logon can only have access to a single workgroup.

5.) For troubleshooting tips refer to the "CRM Offline Add-In Troubleshooting Tips" section at the bottom of the page.

6.) If you have a previous version of the CRM Offline Add-In module already installed, please ensure that you sync with the server before downloading and installing the updated version.

7.) If you have installed the Add-ins under one LeadMaster username and wish to change to a different LeadMaster username please click here for instructions on how to make this change. Uninstalling the re-installing will not work.

8.) If you would like to be able to access multiple workgroups for the Add-ins click here.

Steps for Installing the Add-In Modules

1.) Close Outlook

2.) Download the latest version of the CRM Add-In module by clicking the Download Now button

3.) When prompted, choose Save and browse to save the executable file to your local system or network.  Make sure to make a note of the file location

4.) Once the download is complete, locate the .exe file on your local computer or network and double click to begin the installation process.  The Installation Wizard will guide your through the rest of the process to install the application on your local system.  NOTE - If you have a previous version already installed, the first step of the wizard will uninstall that version.

Download Add-In Modules

CRM Sync (version 24)
CRM Email (version 4)
CRM Offline (version 372)

Post Installation Notes

CRM Sync Add-In Module

1.) Open Outlook.

2.) Click on the CRM Sync tab at the top of your Outlook navigation screen.  Select the pull down "Configuration".

3.) Within Configuration select the items you wish to synchronize - Contact and/or Calendar options. Select the desired sync frequency - Monthly, Daily, Weekly or Hourly.

4.) Click on "Enter CRM Sync Logon" type in your unique user name and password.

5.) Click again on the CRM Sync tab and select "Synchronize".

6.) Follow the instructions as the system prompts you through the rest of the installation.

When logging into the online application, click on User Settings and you will see an Outlook Sync parameter that allows you to determine what the application is todo if the contacts do not match with an existing record when you sync.  One option is to save the contact to the Filing Cabinet hyperlink on your Home Page when there is no match.  You can then manually link the contact or create a new record.  The other option is to automatically create a new record with new contact as primary if there is no match.

CRM Email Add-In Module

1.) Open Outlook

2.) When creating a new Outlook email, you will see an additional send option on the top navigation bar of the email - Send & Log

3.) Select the SEnd & Log option if you wish to send the email out to the recipient as well as log the email within your CRM Database.

4.) When opening an email, you will see an additional send option on the top navigation bar of the email - Log message.

5.) Select the Log Message option if you wish to send a copy of this email to your CRM database.

6.) When Logging into the online application, emails that do not match an existing unique email address in your online DB records will be placed in a Filing Cabinet that can be accessed from the Filing Cabinet hyperlink on your Home page.

CRM Offline Add-In Module

1.) Open Outlook.

2.) In Outlook, click on the CRM Data button that has been added to your Outlook toolbar and choose View Leads.

3.) Log in and complete the synchronization process with the online system.

A note on dates when using the CRM Offline Add-In Module:

Because of the handling of dates in the offline client, it is important that users set their personal PC settings for date format and timezone to match their User Profile settings in the web-based application.

How to check time zone and date format settings on your local PC

NOTE: These instructions apply to Microsoft Windows XP: the steps may differ somewhat depending on the operating system installed on your local computer.

1.) Go to Start > Settings > Control Panel > Date and Time

2.) On the Time Zone tab, check to make sure that the Time Zone setting matches what is set in the online application under User Settings

3.) Go to Start > Settings > Control Panel > Regional and Language Options

4.) On the Regional Options tab, check to make sure that the language setting is suitable for your time zone. For example, if your time zone is in the US, this should read English (United States) but if your time zone is in Australia, this should read English (Australia).  This setting will control the format that dates appear in on your system.  This should match what is set in the online application under User Settings.

CRM Offline Add-In Troubleshooting Tips

Offline component is installed but not displaying in Outlook.

1.) Open Outlook

2.) Click Tools > Options

3.) Select the "Other" tab

4.) Click Advanced Options

5.) Click COM Add-Ins

CRM Tool should appear in the list and be checked - this is what controls whether it loads when Outlook starts.  If it is not checked, check it and then click OK to close the dialog.  That should load the Add-In immediately and the toolbar button should appear.  If it does not, repeat the process above again to see if it stayed checked.  If it did not, then this is because the Add-In has been disabled and you'll need to re-enable it.

To check to see if Outlook has disabled the Add-In, from the main menu go to:

1.) Help > About Microsoft Office Outlook

2.) Click "Disabled Items"

If CRM Tools appear in the list then you need to re-enable it.  Then you may need to repeat the first series of five steps again to ensure it is checked in the COM Add-Ins list.

If you are still experiencing problems and need to create a tech support request:

1.) Click on the 'CRM Sync' menu and select the menu item 'Request Technical Support'.

2.) The add-in will create an email pre-addressed to LeadMaster support with diagnostic information.

3.) Please send that email along with the following info to LeadMaster support

  • The name of the database (if known)
  • The name of the workgroup
  • Your username
  • The browser you were using when you had the problem
  • The browser version