Connect to your personal Outlook contacts via web access. The integration also gives you a convenient way to edit these contacts.
Integration Features
Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.
Add a record to the integrated business application(s) directly from the client Address Book, Call History page or Preview Window.
Displays the caller's name in the Preview or Phone window when a match against it is found in the integrated business application(s). In addition, the CRM's Notes field is displayed, where available.
Makes it possible to dial directly from the business application. The exact method varies between business applications.
Click the business application's icon in the Phone or Preview window and the caller's contact record is opened directly in the integrated business application.
Displays the caller's name in the Preview or Phone window when a match against it is found in the integrated business application(s). In addition, the CRM's Notes field is displayed, where available.
Click the business application's icon in the Phone or Preview window and the caller's contact record is opened directly in the integrated business application.
Concurrently searches the integrated business applications and enables Contact Popping or Click to Dial from the results.
Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.
Makes it possible to dial directly from the business application. The exact method varies between business applications.
Add a record to the integrated business application(s) directly from the client Address Book, Call History page or Preview Window.