Sending and CRM - Revision history

Sagecrmw at 15:56, 17 November 2025

2025-11-17T15:56:46Z

← Older revision		Revision as of 16:56, 17 November 2025
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	This feature is not applicable to the Office365 manifest integration due to limitations of the API currently in use there.		This feature is not applicable to the Office365 manifest integration due to limitations of the API currently in use there.

			In 365 the process is backwards. You can save to CRM (a dialog will open) and then you send the email as normal.

			[[File:send and save.png]]

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Sagecrmw at 10:59, 17 October 2022

2022-10-17T10:59:30Z

← Older revision		Revision as of 11:59, 17 October 2022
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	The match will be seen on the top with an icon.		The match will be seen on the top with an icon.

	[[File:context.~~jpg~~]]		[[File:context.png]]
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Sagecrmw at 10:56, 17 October 2022

2022-10-17T10:56:16Z

← Older revision		Revision as of 11:56, 17 October 2022
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	B. Prompt and Send		B. Prompt and Send

	This button will match the email using a tag if present and if not then using the email address. ~~The match will be seen on the top with an icon.~~		This button will match the email using a tag if present and if not then using the email address.

	[[File:newfileemail7.jpg]]		[[File:newfileemail7.jpg]]

			The match will be seen on the top with an icon.

			[[File:context.jpg]]
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Sagecrmw at 12:29, 11 October 2022

2022-10-11T12:29:22Z

← Older revision		Revision as of 13:29, 11 October 2022
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	[[File:newfileemail7.jpg]]		[[File:newfileemail7.jpg]]

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			Within the Outlook client only you can decide to link the Outlook Send button to Accelerator

			Within the local settings you check the checkbox (1) in Preferences

			[[File:linkoutlook1.png]]

			Then when you click "Send" from outlook you will see a prompt

			[[File:outlooksendonly.png]]

			which has an extra option (1) to "Send Only".

			If you click Cancel the sending will be stopped and if you click "Save" it will send and save to CRM.

Sagecrmw at 10:52, 16 June 2021

2021-06-16T10:52:06Z

← Older revision		Revision as of 11:52, 16 June 2021
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	This feature is not applicable to the Office365 due to limitations of the API currently in use there.		This feature is not applicable to the Office365 manifest integration due to limitations of the API currently in use there.

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Sagecrmw at 10:51, 16 June 2021

2021-06-16T10:51:36Z

← Older revision		Revision as of 11:51, 16 June 2021
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			This feature is not applicable to the Office365 due to limitations of the API currently in use there.

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	To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.		To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.

Sagecrmw at 10:41, 15 June 2021

2021-06-15T10:41:40Z

← Older revision		Revision as of 11:41, 15 June 2021
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	To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.		To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.

			See [https://accelerator.crmtogether.com/index.php?title=File_Email 'File Email'] for more details

	The normal outlook send will not store anything into CRM.		The normal outlook send will not store anything into CRM.

Sagecrmw at 10:41, 15 June 2021

2021-06-15T10:41:05Z

← Older revision		Revision as of 11:41, 15 June 2021
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	A. Send and Save		A. Send and Save

			This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.

			[[File:newfileemail6.jpg]]

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	B. Prompt and Send		B. Prompt and Send

			This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.

			[[File:newfileemail7.jpg]]

Sagecrmw: Created page with "To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. The normal outlook send will not store anything int..."

2021-06-14T17:14:29Z

Created page with "To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. The normal outlook send will not store anything int..."

New page

To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.

The normal outlook send will not store anything into CRM.

There are 2 buttons.

A. Send and Save

B. Prompt and Send

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A. Send and Save

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B. Prompt and Send