Adding an Outlook contact to M3 CLM

  1. Open the email message.
    If accessing from the web, click More Actions and move the pointer over M3 CLM.
  2. Click Open M3 CLM on the MS Outlook ribbon.
  3. Select an email address of the sender or any of the recipients.
    If there is an exact match between the email address of any M3 CLM contact, the accounts where the contact is associated are displayed in the Account list.

    If the email address does not exactly match any M3 CLM contacts, accounts whose contact email domain name matches with the email address are displayed.

    If the email address does not exactly match any M3 CLM contacts and no domain matches are found, the Account list will be empty, but you can still search forM3 CLM accounts.

  4. Click Add beside the account and then click Create Contact.
  5. Specify the contact details that are not present in the Outlook contact information, or change the content of pre-filled fields.
  6. Click Save.