|
►
Outlook
Synchronization
The
info@hand plug-in for Microsoft Outlook is available free of charge for
all info@hand users, and utilizes the info@hand
web services SOAP interface to integrate CRM functionality into Outlook. No
server components or modifications are needed to use the plug-in. The plug-in is
simply installed and configured on each client PC or notebook that needs this
capability, and enhances the Outlook client installed on that computer. (See
info@hand Plug-in for Microsoft Outlook - User Guide)
The
info@hand plug-in offers the following functionality via the Outlook
menu system, or the info@hand menu bar which is added to
Outlook:
- Open up
info@hand in a browser session
- Sync
Contacts
- Sync
Calendar
- Send email
to info@hand, optionally complete with attachments, and
link the email to multiple Contacts and optionally one Account, Lead,
Opportunity, or Case
- Search
info@hand for a specific Contact, Lead, Case, Opportunity
or Account
- Create a
new Account, Contact, Lead, Opportunity, or Case within info@hand
- Optional
Auto-synchronization of marked Contacts and Appointments
The
info@hand Plug-in for Microsoft Outlook was designed for use with
Outlook 2003 and Outlook 2007 only. It is not compatible with Outlook Express,
or Outlook 2000. You may download the plug-in
here to test it out with our public
demo site, or with your own
free 30-day trial site.
|
