| Technical name |
tcrm_outlook_addin |
| License | OPL-1 |
| Website | https://tractionerp.odoo.com/outlook-add-in-for-odoo-erp |
| Also available in version | v 12.0 |
| Technical name |
tcrm_outlook_addin |
| License | OPL-1 |
| Website | https://tractionerp.odoo.com/outlook-add-in-for-odoo-erp |
| Also available in version | v 12.0 |
Outlook Add-In for Odoo ERP
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If you live most of your day in Outlook, then you need our Outlook Add-In for Odoo ERP. Living as a "side bar" within your Outlook client, our add-in lets you interface with the most-needed functions of Odoo. Quickly copy-and-paste information from an email into your sidebar to create new Leads, Contacts, and Opportunities. Search for Quotes, Sales Orders and Invoices using our cross-entity searching. Save and attach emails, images, and attachments directly to any record - without using Odoo. View open activities and recent history its all possible! |
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Using the Outlook Add-In...
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Any email (or meeting) you navigate to will automatically populate the SEARCH box with the main sender's email address. This will help "automatically" search for related contacts to a particular email or appointment. If
however, you wish to search for a different contact, you can simply type a
contact (or company) directly into the SEARCH box, and press
"enter". The system will search your Odoo contact manager for
Contacts and/or Company records that match that search. Note that any piece of information UNDERLINED IN BLUE is a hyper-link. It will either take you to the record in question (if it is a Company name, or a Contact name), OR it might perform special actions (like attempting to dial the phone number, or firing off a new email in the case of the Email address). In addition to standard data-fields, you can also see the record's most-recent Activity in the DETAILS tab. |
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Requirements
Microsoft Outlook 2013 or above
Ability to install applications on your desktop (proper user authority)
The database instance name of your Odoo implementation (you can get this from your Administrator)
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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