12 IGLOBE OUTLOOK MAIL INTEGRATION

iGlobe CRM is integrated with outlook letting you save e-mail into iGlobe CRM. Mails you have sent or received and have chosen to save into iGlobe CRM can be seen on the contact person. The key to make the relation is the e-mail address. This means that a valid e-mail address in the CRM is an important requirement to get this part working properly.  

e-mail saved on a contact

The mail integration requires using Harmon.ie e-mail for Outlook http://harmon.ie/integrate-sharepoint-outlook and/or iGlobe Outlook app. iGlobe Outlook app is an Outlook 2013 app. You can request this app by sending an e-mail to support@iglobecrm.com