Sending and CRM: Difference between revisions

Latest revision as of 10:59, 17 October 2022

This feature is not applicable to the Office365 manifest integration due to limitations of the API currently in use there.

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 'File Email' for more details

The normal outlook send will not store anything into CRM.

There are 2 buttons.

A. Send and Save

B. Prompt and Send

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.

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.

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

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

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.

@@ Line 25: / Line 25: @@
 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]]
+The match will be seen on the top with an icon.
+[[File:context.png]]
+------
+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.