SharePortals for Microsoft Outlook
Organise Emails and Attachments into Contact or Case Records
Outlook for the Web, Windows and MacOS
Intuitive Email Organisation
Easily organise emails and selected attachments into contact or case records in your SharePortals solution.
Save information to Contact records matching the selected email’s address or to records related to the Contact.
Even if the incoming or outgoing email is not stored in a Contact in the system, you can select a record from any list to save an email and its attachments to.
Outlook for the Web, Windows and MacOS
Quick Access to CRM and DMS Records
Retrieve CRM and DMS Record information from a convenient Microsoft Outlook side-bar add-in. Edit and save records.
This is a very short introduction to the SharePortals Add-in for Microsoft Outlook