Configuring the back office

Follow these steps to configure the back office for use with the Outlook Add-in.

  1. Open the Outlook Integration Parameters form.
  2. 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
    Leave these fields blank.
  3. On the Outlook Addin Permissions tab, use the check boxes to grant permission to the appropriate users and/or groups.
  4. Save your settings.