Outlook Structure - Revision history

Sagecrmw at 14:08, 15 June 2017

2017-06-15T14:08:45Z

← Older revision		Revision as of 15:08, 15 June 2017
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	Integrated Access tab		Integrated Access tab

			[[File:outlooksettings.png]]

	1. Outlook Save Mode (Auto/Manual)		1. Outlook Save Mode (Auto/Manual)

Sagecrmw at 14:02, 15 June 2017

2017-06-15T14:02:34Z

← Older revision		Revision as of 15:02, 15 June 2017
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	Enables editing custom fields before filing email to CRM. Default is unchecked		Enables editing custom fields before filing email to CRM. Default is unchecked

			8. Ping to CRM

			Enables pinging to CRM server. If there is no response the system is offline. Default is unchecked

	----		----

Sagecrmw at 16:18, 14 June 2017

2017-06-14T16:18:28Z

← Older revision		Revision as of 17:18, 14 June 2017
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	If an email is viewed and has not been filed to CRM then the system will automatically try to file the email based on the tag or address.		If an email is viewed and has not been filed to CRM then the system will automatically try to file the email based on the tag or address.

			7. File using Custom Fields

			Enables editing custom fields before filing email to CRM. Default is unchecked

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Sagecrmw at 16:03, 14 June 2017

2017-06-14T16:03:05Z

← Older revision		Revision as of 17:03, 14 June 2017
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	Within the Outlook window there is a panel on the right hand side of the screen		Within the Outlook window there is a panel on the right hand side of the screen

	[[File:~~outlookstructure~~.png]]		[[File:outlookstructure2.png]]

	Within the email		Within the email

Sagecrmw at 10:12, 10 January 2017

2017-01-10T10:12:53Z

← Older revision		Revision as of 11:12, 10 January 2017
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	[[File:addressmanagement.png]]		[[File:addressmanagement.png]]



	~~----~~

	~~This option can be configured from the server config file (web.config)~~

	~~<!--~~
	~~the code put before the phone number to be executed on the client~~
	~~-->~~
	~~<add key="ctiprefix" value="skype:"/>~~

Sagecrmw at 08:08, 4 August 2015

2015-08-04T08:08:28Z

← Older revision		Revision as of 09:08, 4 August 2015
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	[[File:addressmanagement.png]]		[[File:addressmanagement.png]]



			----

			This option can be configured from the server config file (web.config)

			<!--
			the code put before the phone number to be executed on the client
			-->
			<add key="ctiprefix" value="skype:"/>

Sagecrmw at 10:13, 17 July 2015

2015-07-17T10:13:49Z

← Older revision		Revision as of 11:13, 17 July 2015
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	The system tries to match the email in the following order		The system tries to match the email in the following order

	1. Tag match - check that there is a tag and if so search CRM based on that		1. Tag match - check that there is a tag and if so search CRM based on that
	2. Email Person - check is there a person with this full email address		2. Email Person - check is there a person with this full email address
	3. Email Company - check is there a company with the email domain matching		3. Email Company - check is there a company with the email domain matching
	4. Email Lead - check is there a lead with this full email address		4. Email Lead - check is there a lead with this full email address

	All those failing will result in the new company screen being displayed.		All those failing will result in the new company screen being displayed.
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	If you send an email (which has multiple matches) and file it the system will select the first record it finds to file against.		If you send an email (which has multiple matches) and file it the system will select the first record it finds to file against.

			The idea behind Accelerator is that you will create all contacts in CRM so that there will be a match. If you have a contact that you work with (email a lot) and they are not in CRM everytime you email them the system will query the database 3 times (person/company/lead) and this can slow down Outlook and be detrimental to the user experience.

			If you wish to ignore a contact you can add them to the "Address Management" area in the Outlook settings

			[[File:addressmanagement.png]]

Sagecrmw at 14:08, 30 June 2015

2015-06-30T14:08:41Z

← Older revision		Revision as of 15:08, 30 June 2015
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	[[File:outlookstructure.png]]		[[File:outlookstructure.png]]

	Within the email ~~it is more like the MS Word integration~~		Within the email

	[[File:outlookstructureemail.png]]		[[File:outlookstructureemail.png]]

Sagecrmw at 14:42, 14 October 2014

2014-10-14T14:42:19Z

← Older revision		Revision as of 15:42, 14 October 2014
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	If an email is viewed and has not been filed to CRM then the system will automatically try to file the email based on the tag or address.		If an email is viewed and has not been filed to CRM then the system will automatically try to file the email based on the tag or address.


			----

			Email Matching:

			The system tries to match the email in the following order

			1. Tag match - check that there is a tag and if so search CRM based on that
			2. Email Person - check is there a person with this full email address
			3. Email Company - check is there a company with the email domain matching
			4. Email Lead - check is there a lead with this full email address

			All those failing will result in the new company screen being displayed.

			Multiple matches will display a list (ideally you should use this detail to clean up your data as multiple matches is not a good thing to have)

			If you send an email (which has multiple matches) and file it the system will select the first record it finds to file against.

Sagecrmw at 14:50, 20 November 2013

2013-11-20T14:50:33Z

← Older revision		Revision as of 15:50, 20 November 2013
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	4. Save On Sent		4. Save On Sent

	This option saves the email after it is sent (ie left the sent box) as opposed to when sending. It offers less control over how the email is ~~files~~ and only matches on email address.		This option saves the email after it is sent (ie left the sent box) as opposed to when sending. It offers less control over how the email is filed and only matches on email address.

	5. Email Save File		5. Email Save File