You can use the Microsoft Outlook add-in in Access Charity CRM to:
Create new contacts in Access Charity CRM.
Log incoming and outgoing emails.
View contact details stored in Access Charity CRM.
🤓 Tip: We also have add-ins for Microsoft Word and Excel.
Install the Microsoft Outlook add-in
The updated addins are available with both the locally installed and browser based versions of Outlook. To install them:
Open Microsoft Outlook.
On the left hand bar, click the More Apps button.
Click Add apps.
Using the "Search apps" search bar, search for "Access Chairty CRM".
Select the app named "Access Charity CRM Add-in for Outlook".
Click Add to add this to your outlook.
The exact location of the Add apps button can vary depending on which version of outlook you're using.
Create new contacts
When creating or receiving an email the add-in displays if they're already a contact in Access Charity CRM or suggest you create a contact. To create a new contact in Access Charity CRM from the email address follow the steps below.
Click Add Contact then enter the contact's details.
Click the Add to CRM button.
Log incoming and outgoing emails
When creating or receiving an email, you can log the email against a contact's record in Access Charity CRM. To do this from the email:
Click Log email then select the relevant contacts.
Enter the details of the email then click Log Email.
View contact details
To view a contact's information that's stored in Access Charity CRM, simply click the Contacts tab.