Outlook Add In
Open a summary view pane from within Outlook showing the details of all records linked with the sender's email address.
Easily access associated records and log histories from Outlook.
Within Outlook, click on the ‘Get Add-ins’ icon:
Then click on ‘My add ins’ and go the section ‘Custom add-ins’.
Select to ‘Add a custom add-in’ from URL and enter the below URL:
This will install the Colleague 7 Outlook Add in.
From this point on when selecting an email, you will be able to click on the Colleague icon in the toolbar:
Provided the sender’s email address exists against a record within the Colleague system, you will then be able to get the Colleague Summary View within Outlook:
In instances where there is more than one record associated to an email address you will have a record count with next & previous arrows to navigate through the records:
At this time you will be able to:
Expect near term future versions to offer the ability to: