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Extending Outlook into a CRM System using Custom Folders and Forms
| OutlookWise
has featured several articles over the years detailing Outlook’s
inherent contact management capabilities. This article looks
at how you can extend the functionality of Outlook further to
incorporate aspects of Customer Relationship Management and
Sales Automation. In this document we see how to create a custom
Companies folder, design a custom form for this folder, and
then create linkages between companies and contacts. The same
principle can be applied to any custom folder to contain Opportunity
data, Project or Event information. |
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The Task at Hand
The task before us is to:
- create a custom Companies folder,
- design a custom form for this folder
- link companies to contacts and vice versa
Download the full
article in PDF format.
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