Differences

This shows you the differences between two versions of the page.

--- addons:mail-addons:start [2020-02-10 06:32]
Magnus Fagerlund
+++ addons:mail-addons:start [2021-03-25 15:29] (current)
Gustav Stigestadh
@@ Line 1: / Line 1: @@
-====== Mail add-on ======
+====== Mail add-ons ======
-The mail add-on to Outlook allows for the user to easily save contact persons and notes in Lime CRM direct from e-mail conversations and also save and synchronize calendar appointments as todos.
+The mail add-ons to Outlook and Gmail allows for the user to easily save contact persons and notes in Lime CRM direct from e-mail conversations and also save and synchronize calendar appointments as todos (Outlook only).
+**NEW DOCUMENTATION:**
+https://lime-mail-addin.readthedocs-hosted.com/en/latest/
 ===== Features =====
-A brief summary of what the Outllok mail add-on can do for you:
-  * Save e-mail conversations from Outlook to Lime CRM as notes.
+**Outlook**
+A brief summary of what the Outlook mail add-on can do for you:
+  * 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.
@@ Line 11: / Line 17: @@
   * Save e-mail conversations as .eml-files for archiving purpose.
   * Save attachments as separate documents in Lime CRM directly from the e-mail.
-  * Save calendar appointments as todos.
+  * Save calendar appointments as todos. **OBS! Not supported through the iPhone/Android Outlook application due to limitations from Microsoft!**
   * Synchronize saved calendar appointments from Outlook to connected todo in Lime CRM (requires Office 365 account).
-===== Technical =====
+**Gmail**
-The Outlook add-in are installed using Outlook REST API and/or Exchange Web Services (EWS)
-The add-in connects to a hosted service on Lundalogik servers and saves the information in Lime CRM using Lime CRM REST API for accessing the Lime CRM database.
+A brief summary of what the Gmail add-on can do for you:
-The add-in to Outlook is installed in one place and available through Outlook desktop client, web client and iOS app (if using Office 365).
+  * 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.
-The synchronization of saved calendar appointments to Lime CRM uses Office 365 webhooks.
+===== Technical =====
+**Outlook**
+  * The Outlook add-in is installed using Microsofts web-platform and is using Outlook REST API and/or Exchange Web Services (EWS) to fetch data from e-mail messages/calendar appointments.
+  * The add-in connects to a hosted service on Lime Tech servers and saves the information in Lime CRM using Lime CRM REST API for accessing the Lime CRM database.
+  * The add-in to Outlook is installed in one place and available through Outlook desktop client, web client and iOS app (if using Office 365).
+  * The synchronization of saved calendar appointments to Lime CRM uses Office 365 webhooks.
+**Gmail**
+  * The Gmail add-on is installed through Gsuite Marketplace and is built using Google Appscript.
+  * The add-on is installed in the users Gmail account and available through in Gmail regardless of browser.
+  * The add-on connects to a hosted service on Lime Tech servers and saves the information in Lime CRM using Lime CRM REST API for accessing the Lime CRM database.
 ===== More info =====
    * [[addons:mail-addons:requirements|Requirements]]