Now use your familiar Email client, Microsoft® Outlook® to connect email messages to your PlanPlus Online Contacts, Organizations and Opportunities, Tasks, and Appointments. The new PlanPlus Online Email Connector seamlessly connects New and Existing email messages within Outlook to the Professional & Business Editions of PlanPlus Online. No longer will a 3rd party email client be necessary to manage contacts and sales opportunities.
New features include:
- Email attachments are saved along with the email as notes to Contacts and Organizations.
- Improved duplicate checking for Contacts & Organizations.
- Compatible with Windows 10
- Look up contacts and contact lists
- Transfer an email to an Opportunity
- Create a new contact and transfer to an Opportunity
- Create a new appointment or task from an email
- Attach Outgoing email as a note to Organizations or Contacts
- Attach email to Projects as new task
- Attach Incoming emails as a note to Organizations or Contacts
- Active PlanPlusOnline.com account subscription (Essentials, Professional, Business)
- Microsoft Outlook® 2016, 2013, 2010, 2007, 2003, (English only)
- Microsoft Windows® 10, 8, 7, Vista, XP,
- Microsoft .Net 3.5 (downloads during Install)