CRM Tab

CRM Tab

The gCRM add-in adds the CRM tab to Microsoft Outlook.

gCRM Ribbon

This tab combines Microsoft Outlook features, adding useful filters.

You may change visibility, labels, and images using the ribbon manager.

If you do not see the tab, refer to Troubleshooting.

Goals and Potentials

Use the Goals and Potentials menus to open filtered views of the special task folders for goals and potentials.

CRM Ribbon Menu - Goals CRM Ribbon Menu - Potentials

To work with these features, create top-level task folders like Goals and Potentials.

The screenshots below show how to select the account (VS in the example) to create top-level folders:

Creating Goals Folder Creating Potentials Folder

You may create folders with other names. In this case, select the folders in the gCRM Options.

Tasks

Use the Tasks menu to open filtered task views.

CRM Ribbon Menu - Tasks

The menu shows actual task categories at the bottom, like Account, Customer, Lead, and Partner.

If you do not see recently added categories, restart Microsoft Outlook to update the cache.

Contacts

Use the Contacts menu to open filtered contact views.

CRM Ribbon Menu - Contacts

The menu shows actual contact categories at the bottom, like Account, Customer, Lead, and Partner.

If you do not see recently added categories, restart Microsoft Outlook to update the cache.

Emails

Use the Emails menu to open email folders.

CRM Ribbon Menu - Emails

The menu shows the following Outlook folders:

If you still do not use the search folders, try this Outlook feature. It can save a lot of time.

Calls

Use the Calls menu to open the Journal folder filtered by phone calls.

CRM Ribbon Menu - Calls

Events

Use the Events menu to open filtered Outlook calendars.

CRM Ribbon Menu - Events

Use the Views submenu to change views.

If you do not see recently added categories, restart Microsoft Outlook to update the cache.

Journals

Use the Journals menu to open the filtered Journal folder.

CRM Ribbon Menu - Journals

Notes

Use the Notes menu to open the Outlook Notes folder.

CRM Ribbon Menu - Notes

Templates

Use the Templates menu to open the Outlook template folder and create email messages based on the templates.

CRM Ribbon Menu - Templates

Wizards

Use the Wizards menu to run gCRM wizards.

CRM Ribbon Menu - Wizards

The Update Mail Categories wizard updates email categories based on the contact categories.

For example, you have a contact record with the Lead category. Later, you change the contact's category to Customer.

Use this wizard to convert categories of all emails of this contact to the Customer category.

Note that you may create search folders to filter emails from leads, customers, or accounts.

The Update Contact Categories wizard sorts categories for each contact in the same order.

Use it if you see category colors unsorted.

Options

Use the Options menu to open the Options dialog box and the ribbon manager.

CRM Ribbon Menu - Options

Details

Use the Details menu to turn on and off gCRM form regions.

CRM Ribbon Menu - Details

For now, gCRM contains a single form region that shows previous emails of the active email sender.

gCRM Email Form Region

The form searches emails in the Inbox and CRM folders.

Help

CRM Ribbon Menu - Help
Help
The button displays the local help.
Online Help
The button opens the online help.
gCRM Website
The button opens the home page on the gCRM website.
Register Product
The button opens the Register Product wizard.
Purchase License
The button opens a web page where you may purchase the license or subscription.
About gCRM
The button displays the About gCRM dialog box.
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