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Email Preview
This feature gives you the possibility to look through a contact, account or any other activity enabled entity's emails as you normally view them in MS Outlook. The look and feel is similar to MS Outlook with a list of all emails and a preview pane. You don’t have to open each Email to see its content. You can see and even open the attachments from the preview pane. This view allows you also to directly forward,reply or print an email without the need to open the email. (Click on the picture the get a detailed view)
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Activity Preview
This view provides the possibility to display all activities of a CRM record (contact, account, custom entity, ...). The look and feel is similar to MS Outlook with a list of all activities and a preview pane that is capable of displaying the activity’s content without the need to open each activity, to see its content. All activity-types are covered (email, phone call, task, service task, letter,..). Even attachments can be opened directly from the preview pane (Click on the video below to get a detailed view).
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My Activities
With this view the user has the possibilty to see all his activities in the typical "ActivityTools"-Style. This means you have a list on the left site and a preview pane on the right site
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Queue-View
It is possible to activate the ActivityPreview for the Queue too (see screenshot). All entity and activity - types (including service activities) are supported.
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Search-feature
With the included search feature, it's possible to search through all the activities associated with a CRM-record (e.g account, lead, incident,...) and to access the search results easily from within the Activity or Email-Preview The search functionality is available for the "Activity Preview", "Email Preview" and "My Activities"-View
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Grouping
The Grouping-option provides multiple view for the Activity/Email-Preview to provide a compact overview on the activities associated with a CRM-record. It's possible to group the emails by Subject,Date,Regarding and to show them up in a simple ListView. The grouping functionality is available for the "Activity Preview", "Email Preview" and "My Activities"-View.
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WYSIWYG-Editor
We provide a WYSIWYG Editor to generate your signatures in MS CRM. By using this efficient editor, which is capable of working with HTML as well as with plain text, it is very easy to create personal signatures. Existing signatures can be imported by copy & paste
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Set a default sender
The possibility to set a default sender for your emails is often very useful if all emails should be sent from one email address.(e.g. support teams, sales teams)
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Default-Signatures
With only a few steps you can generate a default email-signature for all your users. Such default signatures help to get a uniform email layout within MS CRM. This signature will be added to emails without any extra work for the user.