The primary benefits you can look forward to are:Įnhanced sales, service and marketing functionality to MS Outlook. Infor CRM SLX Client is closed when you click theĪ temp file is written to a temporary directory.These embedded small business CRM software applications add value to Outlook in many ways. Tools menu), or drag the message from Outlook to the If you click Yes, a link to the attachment isĪdded to the Attachments tab for each contact or lead.īutton appears in the main Outlook window. To keep a copy of the attachment(s) in Infor CRM SLX. If the message includes attachment(s), you are prompted

You are prompted to choose a contact to receive the notes/history information. (However, you can record the notes/history by dragging the message from Microsoft Outlook to Infor CRM SLX.) If more than one contact is found, Stating that the contact was not found and no notes/history are recorded. If a matching email address is not found, a dialog box appears Infor CRM SLX looks for a contact or leadĬontaining the same email address, and if it is found, records the message to For example, if you compose a message in Outlook and click Send to CRM, Infor CRM SLX locates the contact or lead based onĪ matching email address. Tab for each Infor CRM contact or lead and any associated account.

The message is recorded to the Notes/History Click this button to send your message and Message you are sending: The Send to CRM button appears on each email message When you use the email integration features, keep the following in Important Information about Outlook Email Integration Information, see Sending an email Message from a Ticket. Send to CRM in Microsoft Outlook to send the Lead or contact.For more information, seeĭetail view to copy ticket information into a new email message, and then click The Contact or Lead Detail view to open a new email message addressed to that Outlook to the Infor CRM SLX History tab. Attach documents from Infor CRM SLX Library to a message in Outlook.Send Infor CRM SLX contact's information in a vCard file format via email.

Outlook, and then click Record to History to record the email body and any

For more information, see Understanding email Integration. Select contacts from the Infor CRM Address Book, and then click Infor CRM SLX to record the email body and anyĪttachments to the associated record. If the company uses Outlook Integration, you can import Infor CRM SLX contacts into Outlook from the Infor CRM SLX and save Outlook email messages as Infor CRM SLX history items. Note: Outlook Integration features are now installed with

Using outlook as a crm