When sending new email messages in Outlook; you can save the messages directly to Address Book entries; Opportunities; and Customer Service cases that have a matching email address in Maximizer. Depending on your logging preferences; notes may be automatically saved to the entries as well.
| If you or another user has already saved the email message to the entry; Maximizer will avoid creating a duplicate entry by not saving the email again. |
If there are no Address Book entries; Opportunities; or Customer Service cases associated with the email message; you can search for entries in your Maximizer Address Book to save the email message to. The email message is saved to the selected entries as a document.
- In Outlook; compose a new email message.
- In the Message tab; select Send Email and Save to Maximizer.
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In the Message tab; select the Send Email and Save to Maximizer menu and select one of the following: Send Email and Save to Contact; Send Email and Save to Opportunity; or Send Email and Save to Case.
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To enable or disable the Confirm when sending email option; select the Maximizer Outlook Integration Preferences icon. - If you have the Confirm when sending email option selected in your Outlook Integration options; click Send.
- If you are prompted with the Send Email Options dialog; select an option for saving the email:
- Select Send Email to send the email without saving it to Maximizer.
- Select Send Email and Save to Maximizer Contact to send the email and save it to an Address Book entry in Maximizer.
- Select Send Email and Save to Opportunity to send the email and save it to an opportunity in Maximizer.
- Select Send Email and Save to Case to send the email and save it to a Customer Service case in Maximizer.
- If you are prompted with the Save Email dialog; select the entries to which you want to save the email and click OK.
The email is sent and saved to the documents of the entries in Maximizer.