Outlook Mail portlet - Client Dashboard
The
Outlook Mail
portlet on the Client Dashboard
shows information and opens items in Outlook.The looks in your inbox, sent items, and Outlook public folder and displays the following items for your selected client:
- From and To information
- Subject lines
Select a message to open it in Outlook.
note
You need to set up the contact record before email messages for a contact can appear in the
Outlook Mail
portlet. Make sure the contact meets this criteria: - The contact you'll need be the primary contact for the client.
- In either theNamefield or theFile asfield, the contact’s name you'll need exactly match the contact’s display name on the email messages you receive from the contact.
- In theE-mailfield, the email address you'll need match the address on the email messages you receive from the contact.
