Infor SyteLine User Guide for Microsoft Office Add-ins

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About This Guide
Installation files
Excel-Based Toolset for Financial Reporting
Requirements
Recommendations
List separator
Install the tool
Reinstall or upgrade
Setting up the tool
Using the tool
GL Helper
Using Queries
Using COA Dimension
Using the Budget and Plan Template
Using Update Budget and Plan
Using the Report Wizard
Reporting group
Defining a reporting group
Adding to a reporting group
Creating images for report templates
Caching (optional)
Enabling cache
Clearing cache
Drilldown
Functions
Associating a site with a worksheet
Building a dynamic Excel report
Microsoft Outlook add-in
Overview
Behind the scenes
Requirements
Installing and setting Up Outlook integration
Upgrading
Installing the Outlook add-in
Setting up the add-in in Outlook
Linking Windows user names to salespersons
Setting user license and authorizations
Seeing the sync buttons
Using the Outlook add-in
Sync in or sync out?
Adding contacts
Adding contacts in Outlook
Deleting contacts in either system
Updating contact information in either system
Viewing sales contacts in outlook
Adding tasks
Adding tasks in Outlook
Updating task information in either system
Deleting tasks in either system
Deleting calendar appointments in either system
Updating calendar appointments in either system
Adding calendar appointments
Adding calendar appointments in Outlook
Adding a note to an incident
Creating an event from an Outlook message
Creating an incident from an Outlook message
Adding Outlook emails to interactions
Sending e-mail attachments
Viewing Outlook e-mails with interaction details
Viewing e-mail attachments
Using SmartLink with Outlook e-mails
Replacing a data-grid with a custom form
Using the data-grid pane
Hiding custom panes
Showing custom panes
Using search button 1
Using search button 2
SSR search
Incident search
Adding a new cross-reference
Sending and attaching a new email to an interaction
Using the Ref Type field
Selecting a reference number
Using the Explorer in Outlook
Adding, deleting, and changing folders and forms in the Explorer
Finding a property name to use in a filter
Mongoose Application Search Service for Microsoft Office Products
Overview
Search example
Behind the scenes
Requirements
Setting up the search service
Registering the search service
Configuring the search service
Removing or reconfiguring the search service
Searching for information
Search results
Microsoft Project Add-In
Requirements
Installing the tool
Setting up the tool
Using the tool
Sync In, Sync Out, and Enable Auto Sync Out
Project items affected during synchronization
Project information
Creating an estimate project
Creating a Project task
Assigning a resource
Assigning work resources
Summary Task Information Resources tab
Examples
Creating a new project using Microsoft Project Client
Creating a new multiple project task with Microsoft Project Client
Creating a new single project task with Microsoft Project Client
Creating a new resource (material) with Microsoft Project Client
Creating a new work resource with Microsoft Project Client
Assigning existing work resources to different tasks with Microsoft Project Client
Microsoft Exchange
Overview
Installation
Configuring the service application
Initiating the synchronization process with the Sync Process UI
Setting Service and IDO permissions
Using the service application
Synchronization process flow
Checking the status of the synchronization
Custom calendar event templates
Creating a custom calendar event template
Outlook add-in
Preventing private calendar events from synchronization
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