create-entries-from-microsoft-outlook

The Outlook Integration allows you to save the emails you receive from (or send to) the clients to the Related Entry you have on the database. If such an Entry does not exist yet (for example; it has been the first time this person has contacted you); you can create this Entry directly from the Outlook Integration.

1. Select the email.
   
   
2. When you try to save the email to Maximizer from the Maximizer tab; you will see a pop-up reading the Entry cannot be found. Click new entry. A pop-up for filling in the information for the entry appears.
3. Create a new contact/individual.
   -- OR --
   Create a new contact for an existing organization. If the company already exists; click Search to retrieve it from the database.
   
   
4. Click OK and you will find the new entry in Maximizer.