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Log an Email with the Midaxo/Outlook Plug-in
- To log an email using the Midaxo/Outlook Plug-in, select an email and hit the Midaxo CRM Plug-in in Outlook.
- A window will open on the right-hand side of your screen, automatically displaying the recipients and sender of the selected e-mail.
- Toggle 'Save this email in Midaxo CRM' to tag the email to these contacts in Midaxo.
- Contacts are matched to CRM contact records by email address.
- If a Contact is not in the CRM yet (indicated by the green '+' icon), it will be automatically created when logging the email.
- Use the search bar to find and tag projects or additional contacts.
- The add-in also supports attachments and will save any attachments from the logged email.