Microsoft Outlook: Difference between revisions
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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. | ||
[[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]] | ||
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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| | [[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| | [[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". | ||
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[[File:Creatio new account.png|300px]] | [[File:Creatio new account.png|300px]] | ||
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'''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. | |||
Latest revision as of 05:27, 5 June 2025
Get Started in Microsoft Outlook
When you open the task pane click the Pin to keep it open.
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
You can then Save the Email as an Activity against the entity.
When there is no match found the system will Prompt to create a new "Account".
Default values like the Account name, Contact Name and Email will be filled in.
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:
Typically we would suggest that a preview pane is enabled in the Explorer window so when you select the email the button it enabled.
