You are here: Chapter 13: FootPrints CRM Bridge > Using the FootPrints CRM Bridge > Using MS CRM to Access FootPrints Issues

Using MS CRM to Access FootPrints Issues

Access to FootPrints Issues within MS CRM is tied to specific contacts.  That is, you select a contact within MS CRM and then, when the Contact pop-up page is displayed, you click the FootPrintsCases button to display the FootPrints Issues that are associated with that contact.

To access FootPrints Issues from within MS CRM:

  1. Log into MS CRM.
  1. Click the Sales button at the bottom of the page.  The contacts list is displayed
  1. Double-click on one of the contacts in the list.  A pop-up is displayed with the details for that contacts.
  1. Click on the FootPrints Cases button at the bottom of the left frame.
  1. The main frame is refreshed with the FootPrints Issues list.