esOutlook add in
The esOutlook add in integrates seamlessly into MS Outlook Version 2010 or above.
Email processing
- Incoming and outgoing emails can be transferred as contact entries into eserp with a single click. The contact persons are either detected automatically from the email address or can be assigned manually. The main process can also be assigned manually.
- Incoming and outgoing emails can be imported into the system as service calls.
- If an email has been imported successfully, you can switch from Outlook to the corresponding process at any time. The process will be opened in the corresponding esweb mask.
Contact person synchronization
- Outlook contacts can be transferred into eserp as contact persons.
- Selected contact persons can be transferred from eserp into Outlook as contacts.
- Changed contact person data in eserp are transferred to the Exchange server and are available in Outlook, iPhone and other Exchange address book clients.
System requirements
- The general System requirements apply
- VSTO (Visual Studio Tools for Office Runtime) version 4.0 or above
Service requirements
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esweb for eserp Version 1.0 or above
Server feature WCF services -> HTTP activation is required.
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Additional licenses: esweb Office, esweb Contact, esweb Helpdesk*
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The esBusiness server service must be set up and active for uploading documents. A document path setting is also required.
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In addition to the installation of the esBusiness server, make sure that the service users using it have the corresponding user rights: see also System requirements.
*Only required if Service call functionality is used.