Procedures
After you configure Microsoft Office Integration, you can easily share information between Ajera CRM and Microsoft Outlook.
Related Topics
- Use
Ajera CRM Addresses with Outlook
When you use Microsoft Office Integration, your Ajera CRM contacts and leads are automatically shared with Outlook in a global address list. Use the Ajera CRM Address Book option on the Add-Ins toolbar in Outlook to select Ajera CRM contacts and leads as the recipients of your email. - Validate Contacts
When you add new Outlook contacts, use the Validate Contact feature to check for related information in Ajera CRM. This ensures that contact information in the two applications are in sync. - View the Contact Summary
In Outlook, you can use the Contact Summary dialog box to view a contact's current Ajera CRM activities, projects, proposals, and associations. - Send an Email Message in Outlook and Create an Activity in
Ajera CRM
You can automatically create an activity in Ajera CRM when you send an email message in Outlook. - Receive an Email Message in Outlook and Create an Activity in
Ajera CRM
When you receive an email message in Outlook, you can create an associated activity in Ajera CRM. - Save Email Attachments
When you create an activity for an outgoing or incoming email message that includes an attachment, Ajera CRM adds an Attachments tab to the Deltek Ajera CRM - Activity dialog box. Use this tab to enter a description of the attachment and the location in which you want to save it.
Parent Topic: Microsoft Outlook Integration Overview