TrackerRMS for Outlook
door TrackerRMS Limited
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.
Mogelijkheden van de app
- Gegevens via internet verzenden
- Deze app kan de inhoud van items in uw postvak lezen of wijzigen en kan nieuwe items aanmaken. De app heeft toegang tot persoonlijke gegevens, zoals de hoofdtekst, het onderwerp, de afzender, de ontvangers en de bijlagen van alle berichten en agenda-items. De app kan deze gegevens verzenden naar een service van derden.