Send and Save an Email Message to an Entry from Microsoft Outlook

Updated 7 months ago by Celina Kwan

When sending new email messages in Outlook, you can save the messages directly to Address Book entries, Opportunities, and Customer Service cases that have a matching email address in Maximizer. Depending on your logging preferences, notes may be automatically saved to the entries as well.

If you or another user has already saved the email message to the entry, Maximizer will avoid creating a duplicate entry by not saving the email again.

If there are no Address Book entries, Opportunities, or Customer Service cases associated with the email message, you can search for entries in your Maximizer Address Book to save the email message to. The email message is saved to the selected entries as a document.

  1. In Outlook, compose a new email message.

  1. In the Message tab, select Send Email and Save to Maximizer.

– or –

In the Message tab, select the Send Email and Save to Maximizer menu and select Send Email and Save to ContactSend Email and Save to Opportunity, or Send Email and Save to Case.

– or –

To enable or disable the “Confirm when sending email” option, select the Maximizer Outlook Integration Preferences icon.

If you have the Confirm when sending email option selected in your Outlook Integration options, click Send.

  1. If you are prompted with the Send Email Options dialog, select an option for saving the email:
  • Select Send Email to send the email without saving it to Maximizer.
  • Select Send Email and Save to Maximizer Contact to send the email and save it to an Address Book entry in Maximizer.
  • Select Send Email and Save to Opportunity to send the email and save it to an opportunity in Maximizer.
  • Select Send Email and Save to Case to send the email and save it to a Customer Service case in Maximizer.
  1. If you are prompted with the Save Email dialog, select the entries to which you want to save the email and click OK.

The email is sent and saved to the documents of the entries in Maximizer.


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