by Cao Zhanming
Manage contact profile, track your cases/orders/whatever with custom forms and do mail merge
Need a simple contact manager or CRM app for your business?
This addin is exactly what you need, and it can save you from the tedious daily work. You can use this addin to
- Manage your contact's profile, and enrich the contact data with tags, notes and custom forms. For example, you can create custom forms to store a contact's shipping information or membership data. You can create different type of fields, text, selection, number, etc.
- Store your cases, orders or whatever you need to track for your business with custom forms. We call these 'Records', and this feature allows you to create custom forms that can store multiple data records.
- Automatically generate messages from email templates - in templates, you can insert placeholders for contact's name as well as custom form fields, our addin will find the right data, and merge it with your template.
This addin is quite simple, and if needed you can check the support page for guidance on how to use it.
When this add-in is used, it
- Can send data over the Internet
- This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
At a glance