Using the add-in

This table describes the features available in the Outlook add-in.

Feature	Description
My Work	Click My Work to display a list of incidents owned by the Outlook user. On this form, you can log a note or drill down into the Incidents form within the back office.
Log Message As	Click Incident Event, Opportunity Activity, or Lead Activity to create an event for an incident or an activity for an opportunity or lead using the information from the current email message. Before saving, a window is displayed that shows a preview and provides an option to select incidents, opportunities, or leads.
Create New Incident	If a new customer issue or task must be created as a result of an email, click Incident to start Service Management with the Quick Incident Entry form pre-loaded with information from the email.
Log Note	Notes can be associated with incidents, opportunities, and leads through the creation of service events and activities. When general information, such as a phone call, must be tracked, click Log Note to add a note in the system. The note is tied to an event or activity.

See the online help for more information.