![]() ![]() The message is recorded to the Notes/History Click this button to send your message and Message you are sending: The Send to CRM button appears on each email message When you use the email integration features, keep the following in Important Information about Outlook Email Integration Information, see Sending an email Message from a Ticket. Send to CRM in Microsoft Outlook to send the Lead or contact.For more information, seeĭetail view to copy ticket information into a new email message, and then click The Contact or Lead Detail view to open a new email message addressed to that Outlook to the Infor CRM SLX History tab. Attach documents from Infor CRM SLX Library to a message in Outlook.Send Infor CRM SLX contact's information in a vCard file format via email.Outlook, and then click Record to History to record the email body and any For more information, see Understanding email Integration. Select contacts from the Infor CRM Address Book, and then click Infor CRM SLX to record the email body and anyĪttachments to the associated record. If the company uses Outlook Integration, you can import Infor CRM SLX contacts into Outlook from the Infor CRM SLX and save Outlook email messages as Infor CRM SLX history items. Note: Outlook Integration features are now installed with
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