Follow these steps to attach an email from Outlook to the corresponding record in Vtiger CRM:
- Log in to your Outlook account.
- Select an email in your Inbox.
- Click Attach Email.
- Select the desired module from the drop-down.
- Click Select Field to search for different fields. Email IDs from the selected email will be populated in the search records text space.
- Edit it and provide desired search criteria.
- Click Search Vtiger CRM.
- Select a record from the results.
- Click Attach.
If a record doesn’t exist in the search results, you will get a popup that says, ‘
No matching records in Vtiger CRM.’ You can then
create a new record in Vtiger by clicking the Create button. On successful creation, a confirmation popup will appear.
Note: - Mandatory fields in the CRM record will be filled with a ‘??’.
- Click the Edit Message tab to modify the email’s content before attaching it to the desired record in Vtiger CRM.
|
To know more about the Microsoft Outlook plugin,
click here.