Introduction
This add-on enhances your workflow with integrated email archiving, attachment management, and contact management directly from Outlook.
With Outlook Integrator, you can archive emails directly to Business Online and upload attachments from Business Online to your emails, eliminating the need for repeated downloads and uploads. With Outlook Integrator, you retain revision numbers and history. Outlook Integrator also gives you the ability to manage your contacts. Easily add contacts from Business Online CRM to Outlook, or create new CRM contacts if the recipient is not already listed under the company.
Send Email and Attachments into Business Online
Send emails and/or attachments from your own inbox directly to the relevant workspace and to the relevant folder in Business Online. Get a dedicated inbox in the workspaces, so all dialogue is collected in one place.
Start by finding the email you want to upload. In the email, you will find a top menu where you can open apps, click on the Business Online icon. When the Business Online Outlook Integrator opens, you will be presented with a panel that helps you find the right hub and workspace in Business Online.
| Field | Description |
|---|---|
| Hub | Select the hub where the correct list is located. |
| List | The system will select a predefined list by default, but you can change this as needed. |
| Views | Select a view if you need to filter the list further, this is optional. |
| Site | Select the relevant workspace. You can either browse and select or search for the desired workspace. |
If the email contains attachments, you can choose which folder they should be saved in by clicking on the desired folder.
If you want to save the email as an event in your workspace timeline, check Log to timeline at the bottom of the right panel.
Click the "Forward" button.
Send Email and Attachments Out from Business Online
Avoid time-consuming intermediate storage and retrieve the latest updated version of the document directly from the workspace in Business Online to the email in Outlook.
When composing a new email, click on the Business Online icon in the top menu.
When the Business Online Outlook Integrator opens, you will be presented with a panel that helps you find the right hub and workspace in Business Online.
| Field | Description |
|---|---|
| Hub | Select the hub where the correct list is located. |
| List | The system will select a predefined list by default, but you can change this as needed. |
| Views | Select a view if you need to filter the list further, this is optional. |
| Site | Select the relevant workspace. You can either browse and select or search for the desired workspace. |
When the workspace is opened, you will see all files, folders, and contacts associated with the workspace.
- Click and select the desired files, and they will immediately be added to the email as attachments.
- Click on the contact icon and select the recipient of your email.
If you have an unknown recipient, you can choose to add the contact directly to your CRM contact list by clicking the add contact icon.
Fill in the additional contact details, and your contact will be added to the associated company and workspace.
If you want to save the email as an event in your workspace timeline, check Log to timeline at the bottom of the right panel.
Click Send Mail from the bottom right panel.
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