Get link | About Sage CRM editions
When you log on to Outlook after installing the Outlook Plug-in for Exchange Integration, a number of new options are available. The following are described as they appear in Outlook 2007. If you're working with Outlook 2010, the same options are available, but from the Sage CRM group on the Mail | Home ribbon.
| Option | Location / Description |
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Toolbar button and Sage CRM menu. Lets you file one or more emails to CRM. An email must be highlighted for this option to be active. |
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Toolbar button and Sage CRM menu. Lets you add a contact to CRM. A contact must be highlighted for this option to be active. The Add Contact option is available if Exchange Integration has been set to synchronize contacts. |
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Send and File |
Sage CRM menu within a new email. Launches the File E-mail page once the email has reached the Sent Items folder. Note: Send Immediately when connected (Tools | Options | Mail Setup) must be enabled for this option to work. |
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Attach Shared Doc |
Sage CRM menu within a new email.Lets you attach documents from My CRM | Shared Documents. |
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Help |
Sage CRM menu. Launches Sage CRM help for the Outlook Plug-in for Exchange Integration. |
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About Sage CRM Plug-in |
Version information on the plug-in. |
When you try to access any of these options for the first time since opening Outlook, you're prompted to log on to CRM.
See Also:
Sage CRM user assistance PDFs
