In Midaxo, we offer the ability to save emails within the Touch Points section. This functionality is very helpful as team members may change or for general team awareness.
To log an email using the Midaxo CRM Outlook Plug-in, select the email you'd like to log, click the Midaxo CRM Plug-in within 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 on 'Save this email in Midaxo Touch Points' to tag the email to these contacts in Midaxo.
Contacts are matched to CRM contact records by email address.
Please Note: If a Contact is not in the CRM yet, a contact record will be automatically created when logging the email.
Use the search bar to add tags, additional contacts or projects.
Please Note: The plug-in does support attachments; attachments from the logged email will also be saved into Midaxo.
The email has now been logged into the appropriate project card.