Microsoft Outlook: Difference between revisions
From Apps for Sage 100
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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 100 pin outlook.png|200px]]] | |||
We are now assuming the task pane is pinned. | We are now assuming the task pane is pinned. | ||
Revision as of 09:10, 25 March 2024
When you open the task pane click the Pin to keep it open.
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We are now assuming the task pane is pinned.
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".
