Outlook Details tab - Revision history

Sagecrmw at 14:20, 14 June 2017

2017-06-14T14:20:11Z

← Older revision		Revision as of 15:20, 14 June 2017
Line 40:		Line 40:

	allows you to reply to the current email and also set a tag on it. See Tagging emails for details.		allows you to reply to the current email and also set a tag on it. See Tagging emails for details.
			When sent this is saved to as a communication "EmailOut".
			----

			*'''Reply All and Tag'''
			The Reply All and Tag button

			[[File:Outlookreplyalltag4.png]]

			allows you to reply the current email to the sender and all other recipients and also set a tag on it. See Tagging emails for details.
	When sent this is saved to as a communication "EmailOut".		When sent this is saved to as a communication "EmailOut".
	----		----

Sagecrmw at 14:13, 14 June 2017

2017-06-14T14:13:19Z

← Older revision		Revision as of 15:13, 14 June 2017
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	The Save Atatchments button		The Save Atatchments button

	[[File:~~Outlooksaveattachment3~~.png]]		[[File:Outlooksaveattachment4.png]]


Line 29:		Line 29:
	The New Email button		The New Email button

	[[File:~~Outlooknewemail3~~.png]]		[[File:Outlooknewemail4.png]]

	allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".		allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".
Line 37:		Line 37:
	The Reply and Tag button		The Reply and Tag button

	[[File:~~Outlookreplytag3~~.png]]		[[File:Outlookreplytag4.png]]

	allows you to reply to the current email and also set a tag on it. See Tagging emails for details.		allows you to reply to the current email and also set a tag on it. See Tagging emails for details.
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	You can tag the current email that you are viewing.		You can tag the current email that you are viewing.

	[[File:~~Outlooktagemail3~~.png]]		[[File:Outlooktagemail4.png]]

	The tag that is applied is the one to match the existing entity record that you are viewing		The tag that is applied is the one to match the existing entity record that you are viewing
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	You can log phone information easily into CRM		You can log phone information easily into CRM

	[[File:~~Outlookphone3~~.png]]		[[File:Outlookphone4.png]]

	When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)		When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)
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	You can create appointments and tasks for the current entity		You can create appointments and tasks for the current entity

	[[File:~~Outlookappt3~~.png]] [[File:~~Outlooktask3~~.png]]		[[File:Outlookappt4.png]] [[File:Outlooktask4.png]]

	Note: This option will only save the Appointment or task to CRM if the option is turned on.		Note: This option will only save the Appointment or task to CRM if the option is turned on.

Sagecrmw at 18:17, 22 February 2017

2017-02-22T18:17:46Z

← Older revision		Revision as of 19:17, 22 February 2017
Line 3:		Line 3:

	[[File:Outlooknewmenu3.png]]		[[File:Outlooknewmenu3.png]]
	~~[[File:Outlooknewmenu4.png]]~~

Sagecrmw at 18:17, 22 February 2017

2017-02-22T18:17:36Z

← Older revision		Revision as of 19:17, 22 February 2017
Line 3:		Line 3:

	[[File:Outlooknewmenu3.png]]		[[File:Outlooknewmenu3.png]]
			[[File:Outlooknewmenu4.png]]

Sagecrmw at 17:41, 22 February 2017

2017-02-22T17:41:23Z

← Older revision		Revision as of 18:41, 22 February 2017
Line 2:		Line 2:
	The New option allows you to create a new Entity based on the data in the email.		The New option allows you to create a new Entity based on the data in the email.

	[[File:~~outlooknewmenu321312~~.png]]		[[File:Outlooknewmenu3.png]]


Line 11:		Line 11:
	The Save Email button		The Save Email button

	[[File:~~outlooksaveemail1~~.png]]		[[File:Outlooksaveemail2.png]]


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	The Save Atatchments button		The Save Atatchments button

	[[File:~~Outlooksaveattachment2~~.png]]		[[File:Outlooksaveattachment3.png]]


Line 29:		Line 29:
	The New Email button		The New Email button

	[[File:~~Outlooknewemail2~~.png]]		[[File:Outlooknewemail3.png]]

	allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".		allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".
Line 37:		Line 37:
	The Reply and Tag button		The Reply and Tag button

	[[File:~~Outlookreplytag2~~.png]]		[[File:Outlookreplytag3.png]]

	allows you to reply to the current email and also set a tag on it. See Tagging emails for details.		allows you to reply to the current email and also set a tag on it. See Tagging emails for details.
Line 46:		Line 46:
	You can tag the current email that you are viewing.		You can tag the current email that you are viewing.

	[[File:~~Outlooktagemail2~~.png]]		[[File:Outlooktagemail3.png]]

	The tag that is applied is the one to match the existing entity record that you are viewing		The tag that is applied is the one to match the existing entity record that you are viewing
Line 57:		Line 57:
	You can log phone information easily into CRM		You can log phone information easily into CRM

	[[File:~~Outlookphone2~~.png]]		[[File:Outlookphone3.png]]

	When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)		When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)
Line 66:		Line 66:
	You can create appointments and tasks for the current entity		You can create appointments and tasks for the current entity

	[[File:~~Outlookappt2~~.png]] [[File:~~Outlooktask2~~.png]]		[[File:Outlookappt3.png]] [[File:Outlooktask3.png]]

	Note: This option will only save the Appointment or task to CRM if the option is turned on.		Note: This option will only save the Appointment or task to CRM if the option is turned on.

Sagecrmw at 15:29, 22 February 2017

2017-02-22T15:29:54Z

← Older revision		Revision as of 16:29, 22 February 2017
Line 66:		Line 66:
	You can create appointments and tasks for the current entity		You can create appointments and tasks for the current entity

	[[File:Outlookappt2.png]]		[[File:Outlookappt2.png]] [[File:Outlooktask2.png]]

	Note: This option will only save the Appointment or task to CRM if the option is turned on.		Note: This option will only save the Appointment or task to CRM if the option is turned on.

Sagecrmw at 15:25, 22 February 2017

2017-02-22T15:25:02Z

← Older revision		Revision as of 16:25, 22 February 2017
Line 19:		Line 19:
	The Save Atatchments button		The Save Atatchments button

	[[File:~~Outlooksaveattachment1~~.png]]		[[File:Outlooksaveattachment2.png]]


Line 29:		Line 29:
	The New Email button		The New Email button

	[[File:~~Outlooknewemail1~~.png]]		[[File:Outlooknewemail2.png]]

	allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".		allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".
Line 37:		Line 37:
	The Reply and Tag button		The Reply and Tag button

	[[File:~~Outlookreplytag1~~.png]]		[[File:Outlookreplytag2.png]]

	allows you to reply to the current email and also set a tag on it. See Tagging emails for details.		allows you to reply to the current email and also set a tag on it. See Tagging emails for details.
Line 46:		Line 46:
	You can tag the current email that you are viewing.		You can tag the current email that you are viewing.

	[[File:~~Outlooktagemail1~~.png]]		[[File:Outlooktagemail2.png]]

	The tag that is applied is the one to match the existing entity record that you are viewing		The tag that is applied is the one to match the existing entity record that you are viewing
Line 57:		Line 57:
	You can log phone information easily into CRM		You can log phone information easily into CRM

	[[File:~~Outlookphone1~~.png]]		[[File:Outlookphone2.png]]

	When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)		When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)
Line 66:		Line 66:
	You can create appointments and tasks for the current entity		You can create appointments and tasks for the current entity

	[[File:~~Outlookappt1~~.png]]		[[File:Outlookappt2.png]]

	Note: This option will only save the Appointment or task to CRM if the option is turned on.		Note: This option will only save the Appointment or task to CRM if the option is turned on.

Sagecrmw at 15:24, 22 February 2017

2017-02-22T15:24:02Z

← Older revision		Revision as of 16:24, 22 February 2017
Line 19:		Line 19:
	The Save Atatchments button		The Save Atatchments button

	[[File:~~outlooksaveattachment1~~.png]]		[[File:Outlooksaveattachment1.png]]

Sagecrmw at 15:12, 22 February 2017

2017-02-22T15:12:21Z

← Older revision		Revision as of 16:12, 22 February 2017
Line 29:		Line 29:
	The New Email button		The New Email button

	[[File:~~outlooknewemail1~~.png]]		[[File:Outlooknewemail1.png]]

	allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".		allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".
Line 37:		Line 37:
	The Reply and Tag button		The Reply and Tag button

	[[File:~~outlookreplytag1~~.png]]		[[File:Outlookreplytag1.png]]

	allows you to reply to the current email and also set a tag on it. See Tagging emails for details.		allows you to reply to the current email and also set a tag on it. See Tagging emails for details.
Line 46:		Line 46:
	You can tag the current email that you are viewing.		You can tag the current email that you are viewing.

	[[File:~~outlooktagemail1~~.png]]		[[File:Outlooktagemail1.png]]

	The tag that is applied is the one to match the existing entity record that you are viewing		The tag that is applied is the one to match the existing entity record that you are viewing
Line 57:		Line 57:
	You can log phone information easily into CRM		You can log phone information easily into CRM

	[[File:~~outlookphone1~~.png]]		[[File:Outlookphone1.png]]

	When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)		When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)
Line 66:		Line 66:
	You can create appointments and tasks for the current entity		You can create appointments and tasks for the current entity

	[[File:~~outlookappt1~~.png]]		[[File:Outlookappt1.png]]

	Note: This option will only save the Appointment or task to CRM if the option is turned on.		Note: This option will only save the Appointment or task to CRM if the option is turned on.

Sagecrmw at 15:10, 22 February 2017

2017-02-22T15:10:55Z

← Older revision		Revision as of 16:10, 22 February 2017
Line 19:		Line 19:
	The Save Atatchments button		The Save Atatchments button

	[[File:~~outlooksaveattachment~~.png]]		[[File:outlooksaveattachment1.png]]


Line 29:		Line 29:
	The New Email button		The New Email button

	[[File:~~outlooknewemail~~.png]]		[[File:outlooknewemail1.png]]

	allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".		allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".
Line 37:		Line 37:
	The Reply and Tag button		The Reply and Tag button

	[[File:~~outlookreplytag~~.png]]		[[File:outlookreplytag1.png]]

	allows you to reply to the current email and also set a tag on it. See Tagging emails for details.		allows you to reply to the current email and also set a tag on it. See Tagging emails for details.
Line 46:		Line 46:
	You can tag the current email that you are viewing.		You can tag the current email that you are viewing.

	[[File:~~outlooktagemail~~.png]]		[[File:outlooktagemail1.png]]

	The tag that is applied is the one to match the existing entity record that you are viewing		The tag that is applied is the one to match the existing entity record that you are viewing
Line 57:		Line 57:
	You can log phone information easily into CRM		You can log phone information easily into CRM

	[[File:~~outlookphone~~.png]]		[[File:outlookphone1.png]]

	When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)		When sent this is saved to as a communication as either a "PhoneIn" or "PhoneOut" (depending on the option you select)
Line 66:		Line 66:
	You can create appointments and tasks for the current entity		You can create appointments and tasks for the current entity

	[[File:~~outlookappttask~~.png]]		[[File:outlookappt1.png]]

	Note: This option will only save the Appointment or task to CRM if the option is turned on.		Note: This option will only save the Appointment or task to CRM if the option is turned on.