Outlook Integrator
Achieve seamless integration between your Outlook emails and Business Online. With this feature, you can easily share and organize emails related to various projects or customers, ensuring that everyone has access to important communication.
Send emails and attachments to your workspace
Send emails directly from your inbox to the relevant project, customer, or folder in Business Online. Each workspace has its own inbox, allowing you to keep all conversations in one place. Attachments can be sent directly from your inbox and stored in the appropriate workspace.
Attach files from emails directly to the project folder in Business Online
Key Features & Benefits
Seamless Outlook Integration
Archive emails, attach documents from project workspaces, and manage CRM contacts—directly from Outlook. Save time and avoid double work.
Structured Email Archiving
Send emails and attachments directly from Outlook to the correct workspace and folder in Business Online. All communication is gathered in one shared inbox per project—easily accessible to the entire team.
Attach Files Directly from Business Online
When composing an email, simply attach files directly from the document structure in Business Online, ensuring you always send the most up-to-date, approved version.
Automatic Project Timeline Logging
Mark emails and attachments to be logged as events on the workspace timeline, documenting progress, decisions, and customer dialogue.
Contact Management from Outlook
Add new contacts to the CRM directly from your inbox, or import existing ones from Business Online—keeping your records accurate and centralized.
Easy Navigation and Filtering
Navigate modules, lists, and workspaces directly in Outlook using built-in search and filtering. Save time and reduce the risk of misplaced information.
Retrieve documents from Business Online
Avoid time-consuming manual downloads—fetch the latest version of a document directly from Business Online into your Outlook email. This ensures you're always working with the most up-to-date file.
Documents retrieved from Business Online are added as email attachments
Import relevant contacts
Has a new person joined the project? Add them as an external contact in the relevant project—without ever leaving your Outlook inbox.
Save new contacts from an email thread to a workspace in Business Online
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Reduce administrative work, avoid mistakes, and achieve better employee management—from onboarding to performance reviews.