Using gCRM

Using gCRM

The gCRM add-in adds the following features to Microsoft Outlook:

You may see the first four at the screenshot:

gCRM Features

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

CRM Tab

The CRM tab combines all Outlook assets in one place.

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

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

See details about each tab item in the CRM Tab topic.

Sender's Emails

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

CRM Ribbon Menu - Details

Contact's Categories

The add-in applies contact's categories to incoming messages automatically.

When you add a new contact to your address book or change the contact category, use the Update Mail Categories wizard to update email categories in your Inbox and CRM folders.

CRM Ribbon Menu - Wizards

Email Templates

Email templates allow saving your time.

The gCRM add-in enhances this Outlook feature adding the Templates submenu to the Contact context menu.

See details in the Using Templates topic.

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