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SimplyConvert

oleh SimplyConvert

Sync communications from Outlook to SimplyConvert.

SimplyConvert’s Email Add-in for Microsoft Outlook integrates your practice management system directly into your inbox, allowing you to sync and manage client communications without leaving Outlook.

  • Match contacts by name, email address, phone number, or SimplyConvert case id

  • Sync inbound and outbound emails to SimplyConvert cases

  • Maintain a complete communication record in SimplyConvert

  • Reduce manual data entry and administrative time

  • Reference case details from the sidebar without leaving your inbox

Keupayaan Aplikasi

Apabila aplikasi ini digunakan, ia
  • Boleh menghantar data melalui Internet
  • Aplikasi ini boleh mencapai dan mengubah suai maklumat peribadi dalam mesej aktif, seperti kandungan, subjek, penghantar, penerima, dan maklumat lampiran. Item lain dalam peti mel anda tidak boleh dibaca atau diubah suai. Semak dasar privasi pembangun untuk maklumat lanjut tentang cara maklumat peribadi diurus dan diproses.

Sekilas pandang

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https://catalogartifact.azureedge.net/publicartifacts/86191290.7890f455-e7b4-45b2-9027-be96c4d87712-c46b166f-766e-45af-9674-e407b7d1e5e2/6d479009-b239-42d9-b16d-0830ec674668_scoutlookaddin2.png
https://catalogartifact.azureedge.net/publicartifacts/86191290.7890f455-e7b4-45b2-9027-be96c4d87712-c46b166f-766e-45af-9674-e407b7d1e5e2/d6d22ad0-ae14-4766-8a5e-c4763d386bd1_scoutlookaddin3.png