Mashoom for Outlook
作者 Mashoom
Record contact information and email messages to Mashoom's Contact module.
Mashoom's add-in makes recording emails into Mashoom's Contact module quick and simple.
- Emails can be recorded in only 2 clicks
- Optionally edit and amend information to ensure you only record what you want to record
- Clever matching to existing contacts
At the click of a button, Mashoom parses a selected email and finds the organisation and personal contact information, as well as the content of the email. You then have the option to edit this information before saving it Mashoom's Contact module.
If the contact details from the email match existing data, the contact information updates the existing details and the email message is added to their activity log. If a firm match is found, no manual selection is required, making the process as quick as possible.
Email messages and the replay chain where possible can be recorded in one go. Every message in the chain can be amended so only the contents of the message you want to record can be. This stops useless information cluttering up your CRM; only record what is useful and important.
This add-in requires a Mashoom account, with the Contact module enabled. Pricing is based on pay-per-use basis, so you can test our full solution with no commitment or time limit.
应用功能
- 可通过 Internet 发送数据
- 此应用可访问活动邮件中的个人信息，例如发件人姓名、收件人姓名、电子邮件地址、邮件正文和附件信息。此应用可能会将此数据发送给第三方服务。无法读取或修改邮箱中的其他项目。