Microsoft Outlook
From Apps for Sage 100
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".
Default values like the Customer Name, Contact Name and email will be filled in.
This data can be edited later on also.
