OutlookCRM Extensions

 Extensions Projects Tab

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Administrator’s documentation (click here)

OutlookCRM Options for Extensions Projects Features and Functions

·          The OutlookCRM Extensions utilize an additional 300+ options designed to provide flexibility and configurability throughout the OutlookCRM Extensions additions.

·          Each option comes configured with the most likely default value to minimize the initial setup required.

·          Quickly and easily set field droplist values, default values, field labels, hide mini-tabs, etc.

·          This “Extensions Projects” tab contains all of the Extensions options that are specific to the following Extensions forms:

·          When multiple selections for a single option are available, a droplist is displayed allowing a specific selection without typing the value (simplifies configuring OutlookCRM Options).

·          We recommend, for simplicity and ease of learning OutlookCRM, that all Options tabs are initially set up under Central Administrative control.

·          This “Extensions Projects” tab controls all of the options for fields and functions on each of the above listed forms.  Since these options affect the data that is stored in the OutlookCRM system it is strongly recommended for multi-user implementations that this tab be set and always remain under Central Administrative Control.

·          For additional information on setting Administrative Options within the OutlookCRM system, please reference the OutlookCRM help file (conveniently located on the OutlookCRM toolbar droplist).

·          For a description of each of the above options please see the Extensions Projects Administrator’s documentation.

 

 

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