Customization
While Outlook2CRM has some powerful out of the box features, we know that you know your business, and how your SalesLogix users work, better than we do. With Outlook2CRM, you can completely customize 100% of the functionality provided out of the box, and even add your own new features to Outlook2CRM. Want to change the process of creating tickets from e-mail? No problem! Want to add a new function to create a quote or some other entry in SalesLogix from an e-mail? No problem!
With Outlook2CRM's complete and flexible customization capabilities, the sky is the limit. Give your SalesLogix users the custom tools they need to get the most out of their e-mail communication with your customers - and give you the data you need to keep your business soaring!
Outlook2CRM Development Features:
- 100% of Outlook2CRM customization & development done in the SalesLogix Architect! No .NET or other development required - all done via standard SalesLogix plugins built in Architect!
- Add new buttons to the Outlook2CRM toolbar in Outlook using the Outlook2CRM Toolbar Editor.
- Create custom Forms and Script plugins in Architect to be triggered by the buttons on the Outlook2CRM toolbar. There is no limit to what type of button you can add to the Outlook2CRM toolbar!
- Changes to the Outlook2CRM toolbar, and your new custom buttons, can be bundled and will synchronize out to remote users!
- Use the Outlook2CRM Client API as an Include Script in your plugin to access all the details from the selected e-mail in Outlook including:
- Sender information
- Linked SalesLogix contact
- Built-in dialog to prompt the user for the action if matching contact is not found (create a new contact, link to some other existing contact, etc)
- Message & subjects
- Attachments
- Built-in functions to save attachments to contacts, tickets, opportunities, etc.
- More!
- Monitored forums to receive support & help with building your own custom Outlook2CRM functions!
For a complete demonstration of the powerful customization capabilities, and the ease to develop for Outlook2CRM, take a look at the screenshots and flash walk-throughs on the right panel!