An email created within Outlook can be linked to CompleteEmpire using the CREF code or tag. The tag is a unique identifier that will automatically assign your communication to the relevant Contact Log chain in CompleteEmpire.
To link the email you will need to copy and paste the CREF tag into your Outlook email Subject Line.
Create your email in Outlook as normal including the subject line.
In CompleteEmpire create a new contact log.
Refer to the following articles for more help Creating a Contact Log for the General Account or Creating a Contact Log in a specific Work Area
From existing Contact Log entry
- From your Contact Log subject line identify the CREF Tag and using the 'copy' icon add the CREF to your clipboard. If manually copying and pasting ensure you include the square brackets [CREF#:hSu4AWz28MLb] as in example above
The CREF tag that is added to the Contact Log subject line in the format [CREF#:hSu4AWz28MLb]
In Outlook
Open New Email in Outlook as normal and enter your subject in the Subject line.
- Paste the copied CREF tag into the subject line. Send your email as normal.
The email generated within Outlook and any subsequent emails in the correspondence chain with the same CREF in the subject line will be linked within CompleteEmpire once you have imported your emails. How to Import Emails from Outlook
Please take note:
- Currently importing emails from Outlook into CompleteEmpire is a manual process.
- Note that the import process only wors on your Outlook Inbox and it will not process sub folders within the Inbox.
- Emails imported into CompleteEmpire will not include attachments and will need to be added to the DMS manually.
0 Comments
Add your comment