The Outlook Email Gadget is a free Outlook Add-in that exposes Method:CRM screens inside the user’s Outlook email client (web and desktop). This means you will have access to Method:CRM data from within your Outlook inbox.
With the Outlook Email Gadget, you can create work orders for your customers who send you email.
Using the email gadget, the following work order features are available for the contact when viewing their email:
- List of work orders related to contact
- Create a new work order (You will be only be able to insert one line item)
- View and edit details of an existing work order
- Add / Edit line items
- Print work order
For more information on the email gadget itself, please see the Outlook Email Gadget branch in our help center.