|
·
“Action”
buttons perform the functions corresponding the same OutlookCRM toolbar
buttons. The difference is that the OutlookCRM
toolbar buttons function for the OutlookCRM “Active Contact” and these
Extensions “Action” buttons function for the OutlookCRM Contact the form is
linked to (independent of the OutlookCRM “Active Contact”).
For example:
1)
When the
“Journal” button is clicked on a Contact form the Journal will be for that
Contact
2)
When the
“Journal” button is clicked on the “CRM Functions” tab of a Task form the
Journal will be for the Contact the Task is linked to.
1)
When these
buttons are clicked on an Opportunity or Project form the item that is
created will be linked to both the Opportunity / Project as well as the
Contact & Company that the Opportunity / Project is linked to. View these links using the Opportunity and
Project “Data
Views” tab or using the OutlookCRM Project Manager window.
·
“Action”
buttons are included on each of the OutlookCRM Extensions forms.
·
Conveniently
located for quick access on the main page on Contact and Company forms
·
Located on
the “CRM Functions” tab for all “child” form (Journal, Task, Appointment,
Opportunity and Projects)
·
Located on
the Extensions
“OutlookCRM” menu so that these functions may be performed for any
highlighted Email or OutlookCRM item.
Just highlight one (or more) Emails in your Inbox and select the
menu for OutlookCRM / Custom Action / Journal and each of the highlighted
Email messages will be Journaled to the appropriate OutlookCRM Contact
(based on Sender Email address).
·
Each of
these items that are created with these buttons may be viewed on the “Data Views” tab of the associated
Extensions Contact form (quick reference to any item).
·
The intent
of providing these buttons on the OutlookCRM menu and each of the
Extensions forms is to provide the user with “one click” access to each of
these functions from wherever they are working in Outlook (providing speed
and convenience).
·
Options for
these buttons are controlled through the various basic OutlookCRM Options
Manager tabs.
|
