SuiteCRM Enterprise-Class Outlook Integration

by Implicit Inc.

Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including accounts, opportunities, quotes etc. so that you can do all your CRM work without leaving Outlook. In addition, FrontEnd allows you to leverage the rich Outlook functionality to provide tools such as manual and automatic email archiving, collaboration and approval, opportunity tracking and more.

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#3909 - Creating Case using Implicit Plugin in Outlook

Closed General Question created by verra 3 years ago

I have plugin installed. I would like to know how I can use open an email and create a case while the body of email becomes case description. Currently, I can copy the content from email and paste it. Is this the only way?

  1. Implicit member avatar

    Implicit Inc. Provider

    3 years ago

    Hi,

    Just click the '+' next to Cases in the side panel. It will create a new case with the body of the email in the description field

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
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  • Supported Versions
  • 7.0.0 to 8.6.1
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Administration Integrations Marketing Productivity Sales outlook Exchange INTEGRATION office 365 Productivity mail merge Administration email office word excel documents Microsoft 365 collaboration approval sync contacts Calendar calendars custom plugin add-in automation Archiving auto-archiving tracking centralized configuration templates actionable conversation customization Archive auto sync adoption