TrackerRMS for Outlook
TrackerRMS Limited에 의해
Add-In to allow integration between Outlook and the Tracker CRM/ATS system
The TrackerRMS for Outlook Add-In sits seamlessly in the sidebar of the Outlook window and as you select items in the Inbox, presents you with a summary of the information in Tracker for the sender (if they exist), or options to create records from the Sender's details if they do not current exist.
Functions available in the new Add-In include:
View Client and Contact information for matching records
Ability to "Open in Tracker" any matching record, taking you directly to the record in a new browser tab
Ability to Create a Contact if not already existing
Create a Lead from an email
Create a Job from either an email, or a specification attachment
Create and Update a Candidate from an attached CV/Resume
Track the Email to any specified record in Tracker
Track only attachments to any specified record in Tracker
Send the email to Tracker to automatically attach to relevant records
Reply and Track - allowing you to reply to an email and track it in Tracker
Additional notes:
Works with all versions of Tracker.
Although this Add-In is free it does still require a subscription to Tracker.
앱 기능
- 인터넷을 통해 데이터를 보낼 수 있음
- 이 앱은 사서함에 있는 모든 항목의 콘텐츠를 읽거나 수정하고 새 항목을 만들 수 있습니다. 이 앱은 모든 메시지 또는 일정 항목의 본문, 제목, 보낸 사람, 받는 사람 또는 첨부 파일과 같은 개인 정보에 액세스할 수 있습니다. 이 앱은 이 데이터를 타사 서비스에 보낼 수도 있습니다.