Contact
Management Links to Outlook Calendar
The Microsoft Outlook icon has been added to the notes area of
your DemandBridge Contact Management module. If you click
this button after recording a note, an entry will be made in your Outlook
Calendar on the date, and at the time, you indicated in the follow-up fields.
The entry will also include the contact code, the contact's name, the
action note and the follow-up note.
This
latest feature rounds out the Contact Management module's integration with
standard Microsoft tools, including email functionality, Word for letter
writing, and Excel for list generation.
|
