Microsoft Outlook: Difference between revisions

Latest revision as of 12:37, 26 March 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.

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+When you open the task pane click the Pin to keep it open.
-Opening the application the first time in a new environment you will be prompted to set up the connection.
+[[File:Sage 100 pin outlook.png|200px]]]
-[[File:Sage 100 get started.png|200px]
+Frst time in your need to [[Add Connection|Add your connection]]
-Click the "Get Started" button
+We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails.
-[[File:Sage 100 add connection.png|200px]]
+Clicking on an email will trigger the system to check for a match in the Sage 100 data
-Click the "+" button
-[[File:Sage 100 connect step 1.png|thumb]]
+If a match is found the summary will display
-[[File:Sage 100 connect step 2.png|thumb]]
+[[File:Sage 100 email matching.png|500px]]
-[[File:Sage 100 connect step 3.png|thumb]]
+You can then Save the Email as a "Touch point" against the entity.
+[[File:Sage 100 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:Sage 100 new prospect.png|300px]]
+This data can be edited later on also.