3 Replies Latest reply on Mar 8, 2019 2:07 AM by thomas.lange@vsmabrasives.com

    Aurea CRM - Office Addins

    m.voerster@jung.de

      Hello everybody,

       

      It would be desirable if, in a future Aurea OfficeAddin version, it would be possible to decide whether to load a generated letter into the CRM database.

      The MSWord-letter should be found under the 'Documents' information area. In addition, there should also be the possibility of creating an activity with

      the status 'Letter', which is linked to the letter in the information area 'Documents' (Document link).

       

       

      Conclusion: A similar functionality as in the current quick campaign. We still use the quick campaign because we lack these functionalities in the OfficeAddin.

       

      Regards,

      Mathias Voerster

       

      https://support.aurea.com/portal/Article_New?id=kA00b000000HYrKCAW