Configuring the Back Office for the Microsoft Outlook Add-in
Open the Outlook Integration
Parameters form.
Specify this information on the Outlook Addin tab:
Log Incident Event
Select the event codes to use by default in these
cases:
When an event is created upon logging a received
email.
When an event is created upon logging a sent
email.
When a note event is created.
Log Opportunity Activity
Select the event codes to use by default in these
cases:
When an opportunity is created upon logging a
received email.
When an opportunity is created upon logging a sent
email.
When a note is created for an opportunity.
Log Lead Activity
Select the event codes to use by default in these
cases:
When a lead is created upon logging a received
email.
When a lead is created upon logging a sent
email.
When a note is created for a lead.
Public Folder Copy
Select the Enable Public Folder Copy check box if
you are running Exchange Server. Specify the public folder name to where
emails related to an incident, opportunity, or lead will be
copied.
Grant permission to the appropriate users and/or groups.