====== User guide ======
The mail add-on includes the following features:
  * Save e-mail conversations to Lime CRM as notes.
  * Connect the e-mail conversation to a person, company and deal in Lime CRM.
  * Create a person from an e-mail conversation if the person doesn't exist in Lime CRM.
  * Create follow-up tasks from an e-mail conversation for better follow-up of your important e-mails.
  * Save e-mail conversations as .eml-files for archiving purpose.
  * Save attachments as separate documents in Lime CRM directly from the e-mail.

For Outlook, it is also possible to:
  * Save calendar appointments as todos.
  * Synchronize saved calendar appointments from Outlook to connected todo in Lime CRM (requires Office 365 account). 

===== Accessing the add-on ======
==== Outlook ====
**Outlook desktop client**

The Lime CRM add-on to Outlook desktop client is started by pressing the "Save in Lime CRM" button in the ribbon.

{{:addons:mail-addons:accessing_from_desktop.png?nolink&300|}}

**Outlook web client**

The Lime CRM add-on to Outlook web client is started by pressing the Lime CRM icon next to the reply button.

{{:addons:mail-addons:accessing_from_web.png?nolink&300|}}

**Outlook app on iOS**

If running Office 365 - the Lime CRM add-on also works through the Outlook app for iOS. You access the add-on by pressing the small three dots in the header when opening an e-mail.

{{:addons:mail-addons:accessing_from_ios.png?nolink&300|}}

==== Gmail ====
Click on the Lime CRM icon in the right panel to open the add-on.

{{:addons:mail-addons:gmail_add-on_start.png?300|}}

===== Saving a person from e-mail ======
If the person doesn't exist in Lime CRM you need to save the person before saving the e-mail as a history note.

==== Outlook ====

  - The person sending the e-mail is matched on e-mail address against the persons already existing in Lime CRM.
  - If there is no match, a plus sign will show next to the name of the person when starting the add-in.
  - Pressing the plus sign will allow to edit and enter information about the person (name, phone number and company) before saving to Lime CRM.
  - The add-in try to match on already existing companies in Lime CRM by extracting the domain from the persons e-mail address and matching against the domain for webpage on the company.
  - If the add-in cannot match to any company, the user needs to search for the company to connect the person to.

<WRAP round info>
=== Note! ===
When searching for company, it is required to write the exact company name for receiving any hits in the search results.
</WRAP>

{{:addons:mail-addons:save_person.gif?nolink|}}

==== Gmail ====

  - The person sending the e-mail is matched on e-mail address against the persons already existing in Lime CRM.
  - If there is no match, the add-on will prompt you to create a new contact person and direct you to a form where you can edit and enter information about the person (name, phone number and company) before saving to Lime CRM.

{{:addons:mail-addons:gmail_add-on_create_person.gif?nolink|}}

===== Saving e-mail as history note ======
When the person sending the e-mail exists in Lime CRM, you can easily save the content of the e-mail as a history note and connect the note to a deal and create a follow up to-do.

==== Outlook ====

  - When launching the add-in, the text in the e-mail is automatically shown in the "Notes" field. You can easily change the text before saving.
  - If you want the e-mail to be saved as a separate document (for archiving purpose), check the box "Create e-mail document". This will save the e-mail as a separate document in .eml-format. **Please note** that attachments won't be included in the archived e-mail.
  - By selecting "Create follow-up task", a to-do is automatically created. This means that you will be reminded to follow up the e-mail in Lime CRM.
  - You can also easily connect the note to a deal by selecting the deal in the dropdown "Connect to deal".
  - Pressing the "Save"-button will create the e-mail as a history note in Lime CRM, connected to the person, company, deal (if selected).

{{:addons:mail-addons:save_email_as_note_outlook.gif?nolink|}}

==== Gmail ====

  - Open an email and press the small Lime CRM logo to show the add-on to the right of the screen.
  - The text in the e-mail is automatically shown in the "Notes" field. You can easily change the text before saving.
  - The e-mail is always saved as a separate document (for archiving purpose) in .eml-format. **Please note** that attachments won't be included in the archived e-mail.
  - By selecting "Create follow-up task", a to-do is automatically created. This means that you will be reminded to follow up the e-mail in Lime CRM.
  - You can also easily connect the note to a deal by selecting the deal in the dropdown "Connect to deal".
  - Pressing the "Add note and email"-button will create the e-mail as a history note in Lime CRM, connected to the person, company and deal (if selected).

{{:addons:mail-addons:gmail_save_note.gif?nolink|}}

<WRAP round tip>
=== Did you know? ===
You can easily go to the person and/or company in Lime CRM by pressing the small link icon next to the name of the person/company!
</WRAP>

===== Saving attachments ======
Attachments can be saved in Lime CRM as separate documents for easy access.

==== Outlook ====

  - If the e-mail includes attachments,there will be a tab, "Add Attachments" visible when using the add-in.
  - Pressing the tab will show a list af all attachments and its possible to select the ones that should be saved as documents in Lime CRM.
  - If you have a document type field in Lime CRM, you need to select the document type for each attachment.
  - Pressing "Add attachments" will add the attachments as documents in Lime CRM.
  - If you selected to connect to a deal in the first tab, attachment will be connected to the deal when saved in Lime CRM.

{{:addons:mail-addons:save_attachment_outlook.gif?nolink|}}

==== Gmail ====

  - Each attachment in the e-mail will show as a list with check boxes in the bottom of the add-on.
  - Select the attachments you would like to save by checking the box.
  - If you have a document type field in Lime CRM, you need to select the document type for each attachment.
  - Press the "Add note and email"-button to save the attachment as document in Lime CRM.

{{:addons:mail-addons:gmail_save_attachments.gif?nolink|}}

===== Settings ======

==== Outlook ====

Pressing the small gear next to the "Save in Lime CRM" icon will show a field for entering the access token. If you forget your token, you need to ask your system administrator who will send a new token that should be saved in the settings dialogue.

==== Gmail ====

Pressing the ellipsis menu in the top right of the add-on will show a menu where you find "Settings". If you forget your token, you need to ask your system administrator who will send a new token that should be saved in the settings dialogue.