Aptean CRM Add-in Menus
Aptean CRM Add-in Menus can be seen in the main ribbon of all Outlook forms.
- Home - contains options to Login to the Aptean CRM Add-In, initiate **Sync and other Options for configuration purpose.
- New Mail - contains options to Send Aptean CRM and Select Contact.
o Send Aptean CRM
This option records the new email and sync it as an Activity in Aptean CRM. Make sure the email has been drawn up and the email contact has been selected before clicking Send Aptean CRM. Another way to sync email is to open the email in Sent Items, and click Open CRM Activity. The Record Email box will pop up and an activity will be created after clicking Save & Close.
o Select Contact
This option opens a Zoom window where you may search and select contacts for the To, CC, and BCC fields.
- Appointment and Task - includes the Open CRM Activity option. That will sync the appointment/task as an activity in Aptean CRM.
- Contact - contains the Add/Open CRM Contact option. That will sync the contact to Aptean CRM.
Any email, contact, appointment or task with a tag of On Contact indicates it has been synced to Aptean CRM. If you review the related contact or activity in Aptean CRM, it will be displayed as End Sync with Outlook with a green cycle icon under Options.