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Microsoft Outlook add-in
Using the Outlook add-in
Using the Outlook add-in
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Side TOC
Microsoft Outlook add-in
Overview
Requirements
Installing and setting Up Outlook integration
Using the Outlook add-in
Sync in or sync out?
Adding contacts
Adding contacts in Outlook
Deleting contacts in either system
Updating contact information in either system
Viewing sales contacts in outlook
Adding tasks
Adding tasks in Outlook
Updating task information in either system
Deleting tasks in either system
Deleting calendar appointments in either system
Updating calendar appointments in either system
Adding calendar appointments
Adding calendar appointments in Outlook
Adding a note to an incident
Creating an event from an Outlook message
Creating an incident from an Outlook message
Adding Outlook e-mails to interactions
Sending e-mail attachments
Viewing Outlook e-mails with interaction details
Viewing e-mail attachments
Using SmartLink with Outlook e-mails
Replacing a data-grid with a custom form
Using the data-grid pane
Hiding custom panes
Showing custom panes
Using search button 1
Using search button 2
SSR search
Incident search
Adding a new cross-reference
Sending and attaching a new email to an interaction
Using the Ref Type field
Selecting a reference number
Using the Explorer in Outlook
Adding, deleting, and changing folders and forms in the Explorer
Finding a property name to use in a filter