Procedures

After you configure Microsoft Office Integration, you can easily share information between GovWin Capture Management and Microsoft Outlook.

Related Topics:

  • Use GovWin Capture Management Addresses with Outlook
    When you use Microsoft Office Integration, your GovWin Capture Management contacts and leads are automatically shared with Outlook in a global address list. Use the GovWin Capture Management Address Book option on the Add-Ins toolbar in Outlook to select GovWin Capture Management 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 GovWin Capture Management. 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 GovWin Capture Management activities, contracts, proposals, and associations.
  • Send an Email Message in Outlook and Create an Activity in GovWin Capture Management
    You can automatically create an activity in GovWin Capture Management when you send an email message in Outlook.
  • Receive an Email Message in Outlook and Create an Activity in GovWin Capture Management
    When you receive an email message in Outlook, you can create an associated activity in GovWin Capture Management.
  • Save Email Attachments
    When you create an activity for an outgoing or incoming email message that includes an attachment, GovWin Capture Management adds an Attachments tab to the Deltek GovWin Capture Management - 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