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CAS genesisWorld

Видавець: CAS Software AG

(6 оцінки)

Add-in for CAS genesisWorld

The CAS genesisWorld Add-In for Outlook connects the CRM software with the e-mail 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 directly as documents, separate from the e-mail.

- 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- You can see which e-mails have already been archived.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 workflow easier.

- You receive the contact data and dossier stored in CAS genesisWorld for the sender of the e-mail, so 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.

- You can filter the dossier for the desired data record objects.

- Create a contact in CAS genesisWorld directly from unknown e-mail addresses.

- Archive sent or received e-mails with your Outlook for mobile devices.

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Стислий огляд

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