Infor CRM Components found in Microsoft Outlook menus:
If your company uses Outlook Integration, you can save Outlook e-mail messages as Infor CRM history items. For example, you can:
Compose an e-mail message in Outlook, select contacts from the Infor CRM Address Book, and then click Send to CRM to record the e-mail body and any attachments to the associated record. You can also include attachments to the message. For more information, see Understanding E-Mail Integrations.
Select an e-mail message in Outlook, and then click Record to History to record the e-mail body and any attachments to the associated record.
Send an Infor CRM contact's information in a vCard file format via e-mail.
Attach documents from Infor CRM Library to a message in Outlook.
Drag and drop e-mail messages from Outlook to the Infor CRM History tab.
Click the E-mail button on the Contact or Lead Detail view to open a new e-mail message addressed to that lead or contact. For more information, see E-mailing a Contact or Lead in Help.
Click the E-mail button on the Ticket Detail view to copy ticket information into a new e-mail message, and then click Send to CRM in Microsoft Outlook to send the message and save it to Infor CRM. For more information, see Sending an E-mail Message from a Ticket in Help.