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Add-in for CAS genesisWorld
The CAS genesisWorld Add-In for Outlook connects the CRM software with the Outlook client of your choice and thus improves the workflow in your chosen environment.
The Outlook Add-In ensures that you can access important address data from CAS genesisWorld.
A license for CAS genesisWorld from CAS Software AG is required to use the CAS genesisWorld Add-In for Outlook.
Benefits and advantages of the CAS genesisWorld Add-In for Outlook:
- More efficiency and faster access are possible.
- E-mails can be archived directly from your Microsoft Outlook inbox. You can also create a data record directly from CAS genesisWorld so that you can work more productively.
- Archive the attachments of an e-mail separately from the e-mail itself, either directly as documents or, with the appropriate licensing, as expenses.
- Use the Send & Archive function to archive e-mails directly when you send them in CAS genesisWorld.
- When you create a new e-mail, you can copy the recipients directly from CAS genesisWorld, and you can also add other objects from your CRM as attachments to the e-mail.
- You can see which e-mails have already been archived. An archived e-mail can be opened directly, making workflows easier.
- You receive the contact data and dossier stored in CAS genesisWorld for the sender of the e-mail. Thus, you can open the desired data record directly in CAS genesisWorld Web.
- The dossier provides you with further information from CAS genesisWorld about the sender. Additional functions are also available to you via the action menu.
- You can filter the dossier for the desired data record objects.
- You can now switch between the individual dossiers in Contacts.
- Create a contact in CAS genesisWorld directly from unknown e-mail addresses.
- Appointments from your Outlook calendar can be transferred directly to CAS genesisWorld from the read view of the appointment. An appointment that has already been transferred can be opened directly.
- Archive sent or received e-mails with your Outlook for mobile devices.
App capabilities
When this app is used, it
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
At a glance
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of terms is governed by separate privacy and {4}.