To log an email using the Midaxo Outlook Plug-in:
- In Outlook, select the email you'd like to log and click the Midaxo CRM Plug-in.
- If you are not logged into Midaxo, you will be prompted to login.
- A window will open on the right-hand side of your screen. The email sender and recipients will automatically be tagged.
- Toggle on 'Save this email in Midaxo Touch Points' and use the search bar to tag a Project Name or additional Users, if desired.
- If a tagged Contact has not been added to the Touch Points CRM yet, a contact record will automatically be created when the email is logged.
- Tagging a Project Name ensures that the email will be visible from that Project's Touch Points tab, in addition to the global Touch Points view that is visible to Admins and Power Users.
- Attachments from the logged email will also be saved in Midaxo.