Implement Outlook Synchronization
Automatic Contacts sync, controls to associate email with Contacts automatically
I think this is a great idea; with Synch of Outlook which most businesses have, this will allow us to merge and work remotely when travelling without having to log in to Web-mail etc to book calendar appointment and contacts being updated.
AdminTactile CRM (Admin, omelett.es) commented
The email dropbox can be used to include emails from outlook. Take a look at http://help.tactilecrm.com/email-the-dropbox/dropbox/
Caroline Slater commented
I can see an outlook code that suggests that it needs to be 'placed somewhere' so as to synchronise with outlook but can somebody steer me to an idiot guide ..... many thanks
This is definitely the missing link for one of my clients. I am in the process of switching to Tactile from Salesforce for my own business, which is working out great. I have a client who would also make the switch, except that they need to be able to automate the syncing of contacts with Outlook.
This is the bit that is missing from this app for me. Changing contacts in two places is a pain. Meetings etc could be associated with an opportunity/contact/organisation.