Outlook Details tab

• New

The New option allows you to create a new Entity based on the data in the email.

File:Outlooknewmenu321312.png

Accelerator parses the email and fills in the form based on the email.

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• Save Email

The Save Email button

File:Outlooksaveemail1.png

allows you to save the email as a communication "Email In" against the current record.

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• Save Attachments

The Save Atatchments button

allows you to save the email as a document against the current record. This button will only display when there are attachments.

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• New Email

The New Email button

File:Outlooknewemail1.png

allows you to create a new email against the current entity. When sent this is saved to as a communication "EmailOut".

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• Reply and Tag

The Reply and Tag button

File:Outlookreplytag1.png

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".

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• Tag Email

You can tag the current email that you are viewing.

File:Outlooktagemail1.png

The tag that is applied is the one to match the existing entity record that you are viewing

Click on the "Tag Email" button to apply the tag.

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• Phone

You can log phone information easily into CRM

File:Outlookphone1.png

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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• Appointments and Tasks

You can create appointments and tasks for the current entity

File:Outlookappt1.png

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