Redtail CRM Integration. Users Guide Cities Digital, Inc. All rights reserved. Contents i

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Contents  i

Redtail CRM Integration

Users Guide

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ii  Contents Redtail Integration

Redtail Integration with Laserfiche by Cities Digital

1

Overview ... 1

Requirements

3

Minimum Server Requirements ... 3 Recommended Server Requirements ... 3 Minimum Software Requirements ... 4

Installation Checklist

5

Installation Checklist ... 5

Installation and Configuration

9

Installation ... 9 Configuration ... 9

Using the Integration

13

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Redtail Integration with Laserfiche by Cities Digital  1

Redtail Integration with

Laserfiche by Cities Digital

Overview

The integration between Laserfiche and Redtail CRM allows users to view client record documentation stored in Laserfiche within the Redtail CRM interface. While viewing client record information in Redtail CRM a user can click on the Integrations tab to execute a search to find that client’s documentation in Laserfiche. If no client exists in

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Requirements  3

Requirements

Minimum Server Requirements

Server Hardware: Minimum Requirements:

Processor Type: 3GHz Intel / AMD Compatible x86/x64 Dual-Core

Processor or better

Ram: 2GB (not including Operating System Requirements)

Operating System: Windows Server 2003/2008, Windows XP, Vista, 7

(Standard or Enterprise Edition, 32-bit or 64-bit)

Other: Microsoft .NET Framework 3.5 or higher

Recommended Server Requirements

Server Hardware: Minimum Requirements:

Processor Type: 3GHz Intel / AMD Compatible x86/x64 Dual-Core

Processor or better

Ram: 8GB (not including Operating System Requirements)

Operating System: Windows Server 2003/2008, Windows XP, Vista, 7

(Standard or Enterprise Edition, 32-bit or 64-bit)

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4  Requirements Redtail Integration

Minimum Software Requirements

Software: Minimum Requirements:

Laserfiche: Version 8.0 or higher

Laserfiche Web Access: Version 8.0

IIS: Version 6 or higher

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Installation Checklist  5

Installation Checklist

The following checklist can be used to ensure that all Laserfiche and Windows information is gathered before installing the Redtail CRM Integration. Details for each of the checklist steps are provided in the sections that follow the

checklist.

Do the install prerequisite tasks before installing the Redtail CRM Integration

If not currently installed, install Laserfiche Server and Client Version 8.0 or higher If not currently installed, install Laserfiche Web Access Version 8.0 or higher Obtain the following information about Laserfiche Server and Client.

 Laserfiche Server Name  Laserfiche Repository Name  User Name - (Administrator Rights)  Password

 Web Access URL

Obtain the following information about Windows.

 Verify the Minimum Software and Workstation Requirements

Install the Redtail CRM Integration Double-click on the installer .exe.

Agree to the Terms of Agreement. Enter the Product Activation Key.

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6  Installation Checklist Redtail Integration  C:\inetpub\wwwroot\RTI

Confirm install settings and finish installer.

Settings for the Redtail CRM Integration

Click LFRedtail Integration Settings under user programs to open the configuration window. The following fields are required information for Laserfiche:

 Laserfiche Server Name  Laserfiche Repository  Laserfiche Username  Laserfiche Password  Laserfiche Volume

The following field is required for the Integration:  WebAccess URL

o Example: http://ServerName/laserfiche8/index.aspx

Configure the Redtail CRM Integration Go to http://localhost/RTI/Configuration.aspx

The following fields are required for the Integration  Record Information

o Laserfiche Folder Path

o Template to be assigned to created folders

o Corresponding Entity Attributes per Template Field

 Note: This is for searching purposes within Laserfiche. o Laserfiche Briefcase to use upon creating client Folders.

Verify Web Access Settings Ensure that the correct Laserfiche and Web Access settings are applied

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Installation Checklist  7  Access Rights for users utilizing the integration are applied in regard to Laserfiche folders, documents, and

template data

o See the Laserfiche documentation for detailed instructions and best practices on security and access rights.

 Correct Rights and Assigned Privileges are set on the Laserfiche users utilizing the integration  Web Access Login is set to fit the needs of the CRM Users

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Installation and Configuration  9

Installation and Configuration

Installation

To install the Laserfiche Redtail Integration, double click on the LFRedtail.exe file. This will run the installer automatically.

 Note: The installer will configure a directory in IIS called “RTI”, and will install the web integration there. Do not change this file path.

The integration includes a windows form that will be installed in the users Start  All Programs directory. This will be used for users’ Laserfiche configuration.

Configuration

In order to successfully run the Laserfiche Redtail integration, an administrator must set up the following configurations:

 Login Configuration:

Under Start  All Programs, the administrator can run the RTI configuration for Laserfiche. This form will require users’ Laserfiche Server, Repository, login information, and Laserfiche Web Access URL.

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10  Installation and Configuration Redtail Integration Figure 1 Initial Configuration for the Integration

 Template Field Configuration:

The second thing the administrator will configure is the mapping between CRM entity fields and Laserfiche Template fields.

o Navigate to the following URL:

http://<servername>/LFRedtail/Configuration.aspx

o For the three entities Account, Contact, and Lead, fill out the web form provided with the following information:

 Laserfiche Folder Path – If no path is denoted, all folders created by the integration will be stored off the root of the Laserfiche repository.

 Template – This is the Laserfiche template fields the integration will use to search for in Laserfiche.

 Template Fields – These fields are dynamically created upon choosing a Laserfiche Template.  CRM Attributes – Next to each Laserfiche Template Field, there is a drop down list to choose

which CRM Attributes to map to. This will configure the Laserfiche search method to search based on whichever CRM attribute is chosen.

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Installation and Configuration  11 Figure 2 Administration Configuration for the Integration

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Using the Integration  13

Using the Integration

Using the Laserfiche Redtail Integration

NOTE: the integration must be configured within Redtail CRM using the following steps:

 Log into Redtail CRM.

 Click “Manage Your Account” and select “Change Site Preferences”.

 Click “Integrations” under the Preferences section.

 Locate the Integration labeled “Cities Digital (Laserfiche)”, and enter the required information: o http://<servername of installed integration>/RTI/WebAccess.aspx

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14  Using the Integration Redtail Integration After the Integration is configured from Redtail CRM’s Manage Your Account page, the user can navigate to a Client Record to use the integration.

Once the user is in a Client Record, click on the “Integrations” Tab. This will search Laserfiche for that user’s Client Folder and display it. If the Client Folder does not exist, the integration will create it and import the preconfigured briefcase into that folder.

NOTE: If Laserfiche Web Access is set to Auto-Login using Windows Authentication – the current user must have access to the Client Folders within Laserfiche.

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Using the Integration  15 Figure 4 Redtail Client Folder in Laserfiche Web Access

From this window, users have all the Web Access functionality available to them:

 View and edit Template and Field data

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16  Using the Integration Redtail Integration

 Scan in documents

 Delete documents

 Export documents and briefcases

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Using the Integration  17

 Laserfiche Search Capabilities

Uninstall

To uninstall, go to Control Panel  Programs and Features. Here there is a list of all programs installed on the

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Troubleshooting  19

Troubleshooting

Common Issues

Issue: Resolution:

The iframe is displaying an Error Config page with the error: “The configuration has not been set up.”

Have the administrator set up the Field Configuration by going to http://localhost/RTI/Configuration.aspx

Error Codes

Error Code: Definition:

Navigation has been cancelled Error Ensure that the Internet options are set to allow the integration server as a Trusted Site.

 Tool  Internet Options  Security

 Click on “Trusted Sites”

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Support  21

Support

Contact

Please contact the Cities Digital support team with questions about installation or troubleshooting.

Cities Digital, Inc:

Support Email: [email protected]