RedView provides an Outlook add in that extracts data from the selected email and uses this data as the basis for creating a new enquiry record.
A condensed version of this tool is now available. It extracts data from the email in the same manner as the full version above but provides a simplified form with just the main data details so that the entry process can be quicker.
It is available by selecting the below menu item from the CRM add in:
This will present the screen below to allow capture of the key information in relation to a new enquiry.
Note the quick availability of the Documents dialog so that the email itself can be easily dragged and dropped to attach it to the enquiry record.
The RedView Team.