Installing Infor CRM SLX Xbar for Microsoft Outlook
The application Xbar for Microsoft Outlook installation provides support for:
Note: Outlook Integration
features are now installed with application Xbar for Microsoft Outlook. See Using Outlook Integration
- Xbar
- Access key contact information, activities and opportunities in application from Outlook email correspondence or calendar activities
- Create new contacts, accounts and opportunities by dragging and dropping existing information from email into the Xbar interface
- Make changes
to contact, calendar, and interaction history in Xbar that automatically
updates within the applicationFor more information about Xbar for Outlook features, please refer to the Xbar help. Clickto access the Global menu and access the help file.Note: Field level security defined in the application Web Client Security Manager applies to application Xbar for Microsoft Outlook version 1.3.7 or later.
- Outlook Integration:
- Record Email messages to history. See Recording an Email message to history
- Integrate with the Microsoft Outlook Address Book.
- Drag and Drop email from Microsoft Outlook. See Recording an Email message to history
- Send application contact information in a vCard file format via email.
- Attach documents from application Library to a message in Outlook.
- Application Activity Task Pan:
- Using Outlook Synchronization to synchronize:
To install application Xbar for Microsoft Outlook from the application Web Client: