Accelerator Plus for Sage CRM
作成者: CRM Together
Provide Access to Non-Sage CRM licensed users to your data without leaving Microsoft Outlook.
Sage CRM Customers can now provide access to users without a Sage CRM License (Requirements below) and surface their Customer data (and more) without leaving Microsoft Outlook
If you have users who don't need full Sage CRM access you can still allow them use Accelerator Plus for Sage CRM.
*** Key Features ***
Search and/or Create and Edit:
-Company
-Person
-Opportunity
-Cases
-Leads
-Custom Primary Entities
Drill in to view:
-Opportunities
-Cases
-Notes
-Contacts
-Communications
-Library
File Emails and Log Call notes against Entities
Composing emails? You can
-Use Sage CRM Email Templates
-Attach Sage CRM Documents
-Use Sage CRM Address Book
For more information see our help at: https://accelerator.crmtogether.com/index.php?title=AC_Plus_Overview
** Requires a Sage CRM Self-Service License **
** Requires that you have Sage CRM and our Server Module installed (which requires an additional purchase from CRM Together) **
アプリの機能
- インターネット経由でデータを送信できます
- このアプリは、メールボックスの任意のアイテムの内容の読み取りまたは変更、および新しいアイテムの作成を行うことができます。また、メッセージや予定表アイテムの個人情報 (本文、件名、送信者、受信者、添付ファイルなど) にアクセスできます。このデータをサード パーティ サービスに送信する可能性もあります。