The SharePortals Outlook Add-in offers a convenient mechanism to synchronise Outlook with your SharePortals solution. Using the add-in you can create Leads and Contacts in your solution and then save emails and their attachments against those records. Where those records already exist and they have related records such as Opportunities or Orders you can select those to save emails and their attachments against.

This is an example of how the Outlook Add-in appears on MacOS when the email received is from a contact already in your SharePortals solution:

The four buttons at the bottom of the Contact Card allow you to:

  1. Edit the Contact details in-line
  2. Save the email and attachments in SharePortals with configurable settings
  3. Save the email and attachments in SharePortals with default settings
  4. Open the SharePortals Contact form in a new browser tab

TheOutlook Add-in can be installed from the Microsoft Add-Ins Store or – and only if requested to do so by a Betasoft Support Consultant – via a manifest.xml file.

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