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addons:mail-addons:start [2020-04-15 06:37]
Magnus Fagerlund 		addons:mail-addons:start [2021-03-25 15:29] (current)
Gustav Stigestadh
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 ====== Mail add-ons ====== ====== Mail add-ons ======
 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).  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 ===== ===== Features =====
  
 **Outlook** **Outlook**
 +
 A brief summary of what the Outlook mail add-on can do for you: A brief summary of what the Outlook mail add-on can do for you:
  
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   * Save e-mail conversations as .eml-files for archiving purpose.   * Save e-mail conversations as .eml-files for archiving purpose.
   * Save attachments as separate documents in Lime CRM directly from the e-mail.   * 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).    * Synchronize saved calendar appointments from Outlook to connected todo in Lime CRM (requires Office 365 account). 
  
 **Gmail** **Gmail**
 +
 A brief summary of what the Gmail add-on can do for you: A brief summary of what the Gmail add-on can do for you:
 +
   * Save e-mail conversations to Lime CRM as notes.   * Save e-mail conversations to Lime CRM as notes.
   * Connect the e-mail conversation to a person, company and deal in Lime CRM.   * Connect the e-mail conversation to a person, company and deal in Lime CRM.
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 ===== Technical ===== ===== Technical =====
-The Outlook add-in is using Outlook REST API and/or Exchange Web Services (EWS)+**Outlook**
  
-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 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 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 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. 
  
-The synchronization of saved calendar appointments to Lime CRM uses Office 365 webhooks. 
-  
 ===== More info ===== ===== More info =====
    * [[addons:mail-addons:requirements|Requirements]]    * [[addons:mail-addons:requirements|Requirements]]
  • Last modified: 4 years ago
  • by Magnus Fagerlund