Info
Content
Operational Usage
Accessing the Plugin from an Email
Outlook Mail Connector is accessed directly from within an opened email in Microsoft Outlook via ...
Module Selection and Record Search
Once the Outlook Mail Connector plugin is open, users can select the CRM module to which the emai...
Linking Emails to the CRM
After selecting the appropriate CRM module and identifying the correct record, the email can be l...
Attachment Management
When an email is linked to the CRM using Outlook Mail Connector, any attachments included in the ...
Email Positioning in the CRM and Messages Relationship
Emails linked through Outlook Mail Connector are stored directly within the selected record in th...