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Using the Cherwell Outlook Add-In

Play Button Icon 3-Minute Video: Using the Outlook Add-In.

When working with the Cherwell Outlook Add-In, Users can:

In This Section

Open the Outlook Integration Manager

Link Outlook E-mails to Customers and CSM Business Objects

Interact with CSM Business Object Records from Outlook

Add Links and Attachments to Outgoing E-mails

Track Outlook E-mail Correspondence in Journal - Mail History Records

See Also

CSM E-mail Features

About CSM E-mail Accounts

Using E-mail Accounts

Managing E-mail Accounts

Implementing E-mail Accounts

Configuring E-mail Accounts

About E-mail and Event Monitor

Using E-mail Monitoring

Implementing E-mail Monitoring

Managing E-mail and Event Monitoring

Configuring E-mail Monitors

About the Cherwell Outlook Add-In

Configuring CSM Outlook Integration Configurations in CSM Administrator

Configuring the Cherwell Outlook Add-In in Microsoft Outlook