How can I attach an email to a record from the Outlook plugin?
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Follow these steps to attach an email from Outlook to the corresponding record in Vtiger CRM:
To know more about the Microsoft Outlook plugin, click here.
- 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.
Note:
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To know more about the Microsoft Outlook plugin, click here.
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