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| Guided Tour |
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E-Mail
Functions:
- send e-mails directly from the CIS system
(using your standard e-mail software)
- organize mailing lists
- attach documents
Outlook- and Lotus Notes-Interface
You can assign data from Outlook or Notes to a customer file in CIS CRM or you can transfer data from CIS CRM to Outlook or Notes.
The following data can be transferred between Outlook
or Lotus Notes and CIS CRM :
- E-mails
(incoming / outging)
- Contacts
- Appointments
- To dos
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