Get link | About Sage CRM editions
Any contact in Outlook, who has been synchronized with CRM maintains a link to all the detailed customer interaction history in CRM.
To access detailed contact information from Outlook:
The Person Summary tab of the selected contact is displayed.
See Also:
Downloading the Outlook plug-in for Classic Outlook integration
Using CRM from within Outlook (Classic Outlook integration)
Adding contacts: CRM to Outlook (Classic Outlook integration)
Adding Contacts: Outlook to CRM (Classic Outlook integration)
Synchronizing appointments and tasks (Classic Outlook integration)
Reviewing synchronization conflicts (Classic Outlook integration)
Filing emails from Outlook to CRM (Classic Outlook integration)
Reinstalling the Outlook plug-in for Classic Outlook integration
Uninstalling the Outlook plug-in for Classic Outlook integration