Microsoft Outlook: Difference between revisions
From Apps for Sage 300
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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:Sage 300 pin outlook.png|200px | [[File:Sage 300 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]] | ||
Latest revision as of 09:27, 9 April 2024
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 Sage 100 data
If a match is found the summary will display
You can then Save the Email as a "Touch point" against the entity.
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.
This data can be edited later on also.
