Outlook Add-In for Odoo ERP
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 – it’s all
possible! |
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Using the Outlook Add-In...
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)