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Add Real, Robust and Complete Integration With Outlook

Status: Accepted
by Bronze Elite Contributor on ‎10-29-2009 10:45 AM

Our customers LIVE in Outlook, like it or not. SendSLX and Record To History have become a competitive challenge.

 

We need "Outlook2CRM - like" integration (inclusive) which allows consultants (or even customers) to build work "processes" that spawn AFTER basic validation checks occur.....like is the Contact in the database, No?, then help me add the contact and then continue with the process I started. Doing everything from one button (which it doesn't do) is not the answer.

 

Having to purchase a 3rd party add-on (as awesome as it is) is a show stopper in many deals. The other show stopper is the fact that we are being driven to the web, yet no new Outlook Integration was introduced to this new and advanced environment. 

 

The amount of time that someone who lives in Outlook has to spend dealing with these delinquencies is sginificant. 3rd Party or Interna. We need comprehensive Outlook integration. See Infusionsoft

Status: Accepted
Labels:
  • Outlook Integration

Save signed mails to slx

Status: New
by Silver Contributor on ‎10-30-2009 07:24 AM

We see signed email more and more often.

At the moment it is not possible to save a signed email to slx's history.

The only way you can get this in is to drag & drop it but in this case you will only get an attachment  and no notes.

We need the functionality as more and more customers sign their mails to tell the recipients that the mail realy comes form them.

This also applies to the send slx feature.

Labels:
  • Outlook Integration

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