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.