AdvologixPM

Save & Sync an Individual Email

Updated on

With the AdvologixPM Connect Toolbar (MS Outlook integration) you can save & sync an *individual contacts, individual tasks, individual events, and individual emails

In Addition:

  • The AdvologixPM Connect Toolbar allows you to attach emails, tasks and events to matters (something Force.com sync tool can't do)
  • The AdvologixPM Connect Toolbar allows you to Add billings from your Advologix records (provided synced with outlook), from within Outlook.

Open Outlook

Open Outlook

Choose Contacts

Choose Contacts

Select Mail in the lower left corner of the Outlook Application.

Select a specific Email

Select a specific Email

Click on the email to highlight the email.

Sync Selected

Sync Selected

Click Sync Selected

Sync Pop-up

Sync popup

Fill in information on popup and click Sync.

Previous Article Save & Sync an Individual Contact
Next Article Save & Sync an Individual Task