Microsoft Outlook - Revision history

CreatioWikiSysop at 09:27, 5 June 2025

2025-06-05T09:27:51Z

← Older revision		Revision as of 05:27, 5 June 2025
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	[[File:Creatio new account.png\|300px]]		[[File:Creatio new account.png\|300px]]

			----

			'''Notes'''

			Classic Outlook

			Outlook Email addins require an email to be open or selected to be enabled. A disabled add in button looks like the following:

			[[File:disabledaddin.png\|100px]]

			Typically we would suggest that a preview pane is enabled in the Explorer window so when you select the email the button it enabled.

CreatioWikiSysop at 17:28, 5 November 2024

2024-11-05T17:28:10Z

← Older revision		Revision as of 13:28, 5 November 2024
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			==== Get Started in Microsoft Outlook ====
	When you open the task pane click the Pin to keep it open.		When you open the task pane click the Pin to keep it open.

CreatioWikiSysop at 16:51, 5 November 2024

2024-11-05T16:51:29Z

← Older revision		Revision as of 12:51, 5 November 2024
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	When you open the task pane click the Pin to keep it open.		When you open the task pane click the Pin to keep it open.

	[[File:Creatio pin outlook.png\|200px]]]		[[File:Creatio pin outlook.png\|200px]]

	Frst time in your need to [[Add Connection\|Add your connection]]		Frst time in your need to [[Add Connection\|Add your connection]]

CreatioWikiSysop at 16:51, 5 November 2024

2024-11-05T16:51:21Z

← Older revision		Revision as of 12:51, 5 November 2024
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	If a match is found the summary will display		If a match is found the summary will display

	[[File:Creatio email matching.png\|~~500px~~]]		[[File:Creatio email matching.png\|300px]]

	You can then Save the Email as an Activity against the entity.		You can then Save the Email as an Activity against the entity.

	[[File:Creatio save email.png\|~~500px~~\|]]		[[File:Creatio save email.png\|300px\|]]

	When there is no match found the system will Prompt to create a new "Account".		When there is no match found the system will Prompt to create a new "Account".

CreatioWikiSysop at 16:51, 5 November 2024

2024-11-05T16:51:06Z

← Older revision		Revision as of 12:51, 5 November 2024
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	[[File:Creatio email matching.png\|500px]]		[[File:Creatio email matching.png\|500px]]

	You can then Save the Email as ~~a "Touch point"~~ against the entity.		You can then Save the Email as an Activity against the entity.

	[[File:Creatio save email.png\|500px\|]]		[[File:Creatio save email.png\|500px\|]]

	When there is no match found the system will Prompt to create a new "~~Prospect~~".		When there is no match found the system will Prompt to create a new "Account".

	Default values like the ~~Customer Name~~, Contact Name and ~~email~~ will be filled in.		Default values like the Account name, Contact Name and Email will be filled in.

	[[File:Creatio new ~~prospect~~.png\|300px]]		[[File:Creatio new account.png\|300px]]

	~~This data can be edited later on also.~~

CreatioWikiSysop: Created page with "When you open the task pane click the Pin to keep it open. 200px] Frst time in your need to Add your connection We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails. Clicking on an email will trigger the system to check for a match in the Creatio data If a match is found the summary will display 500px You can then Sav..."

2024-11-04T15:36:22Z

Created page with "When you open the task pane click the Pin to keep it open. 200px] Frst time in your need to Add your connection We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails. Clicking on an email will trigger the system to check for a match in the Creatio data If a match is found the summary will display 500px You can then Sav..."

New page

When you open the task pane click the Pin to keep it open.

[[File:Creatio pin outlook.png|200px]]]

Frst time in your need to [[Add Connection|Add your connection]]

We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails.

Clicking on an email will trigger the system to check for a match in the Creatio data

If a match is found the summary will display

[[File:Creatio email matching.png|500px]]

You can then Save the Email as a "Touch point" against the entity.

[[File:Creatio save email.png|500px|]]

When there is no match found the system will Prompt to create a new "Prospect".

Default values like the Customer Name, Contact Name and email will be filled in.

[[File:Creatio new prospect.png|300px]]

This data can be edited later on also.