memotoo

Memotoo is a very useful Cloud service to which you may wish to subscribe. It lets you see your Contacts, Calendar items and Tasks in a web interface – as well as such things as email, web bookmarks and files if you wish.

Memotoo lets you sync this information to a wide range of products and services – as you can see here:

Memotoo-_1

For users of 1CRM, a key application for Memotoo is to bridge between Outlook and 1CRM, via the CRMSync feature of 1CRM.

It’s a fairly simple two-stage process:

  • Once subscribed to Memotoo Premium (for US$18/user per annum, or less if you subscribe for 2 years), you link your Memotoo account to 1CRM using your CRMSync URLs. This will sync your 1CRM Calendar, Tasks and Contacts into Memotoo.
  • Then you use Memotoo to sync to Outlook. There are two different methods depending what version of Outlook you are using: older versions use a plug-in for Outlook, whereas for Outlook 2013 and 2016 you can just link from Outlook to Memotoo using Exchange ActiveSync.

Here is the detailed procedure:

1. Login to your account at https://memotoo.com.
2. Link to https://www.memotoo.com/how-to-sync-a-caldav-server.php – and fill in this form:

Memotoo-2

By the time you are finished filling in the form, and before you perform your first Sync, the bottom part of this form should look like this:

Memotoo-3

  • No need to set any value for Connecting a server as type:
  • In the URL / Address field, enter the Principal URL link shown in your 1CRM system, in the My Account – Integration Tab – CRMSync (CalDAV Server) panel.
  • In the Name field we suggest you enter 1CRM.
  • Username and Password are the ones you use to login to 1CRM.
  • Check both Calendar and Tasks.
  • Leave Synchronization set at Both Ways.
  • Click on Schedule Sync? and set it to go once a day.
  • Click on Add.
  • Click on the Sync button shown on the screen that follows, to perform the first sync.

3. Link to https://www.memotoo.com/how-to-sync-a-carddav-server.php – and fill in this form:

Memotoo-4

  • No need to set any value for Connecting a server as type:
  • In the URL / Address field, enter the Address Book URL link shown in your 1CRM system, in the My Account – Integration Tab – CRMSync (CardDAV Server) panel.
  • In the Name field we suggest you enter 1CRM.
  • Username and Password are the ones you use to login to 1CRM.
  • Check Contacts.
  • Leave Synchronization set at Both Ways.
  • Click on Schedule Sync? and set it to go once a day.
  • Click on Add.
  • Click on the Sync button shown on the screen that follows, to perform the first sync.

4. If you are using Outlook 2013 or 2016, click on this link and follow the instructions:  http://wiki.memotoo.com/wiki/How_to_sync_Memotoo_and_ActiveSync_with_Outlook_2013

5. Otherwise for Outlook 2007 or 2010, click on this link and follow the instructions:
https://www.memotoo.com/how-to-sync-microsoft-outlook.php

 

 

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