We are excited to announce a new improvement to the recently released ForceManager's Outlook Add-in: the ability to report emails in ForceManager without having email synchronization activated.
This new feature enables users to report emails in just one click without leaving their inbox. The Add-in will detect the related records in ForceManager, such as the Account or Contacts, and will create the email as a new Activity.
This makes it especially useful for those who don't have email synchronization active, as reporting emails via the ForceManager Outlook Add-in is much faster and efficient.
With this improvement, users can now have emails reported in real-time and have all the necessary information at hand. This will help users save time, stay organized, and ensure that all emails are reported accurately and properly.
You still haven't installed our Add-in for Outlook?
Not ready to install yet? Learn more about the ForceManager Outlook Add-in.