Create email from Microsoft Outlook

There are two ways of creating an email from Microsoft Outlook. You can use SuperOffice templates, or you can use standard Outlook functionality. When using a SuperOffice template, the email is automatically archived as a SuperOffice document. For standard Outlook emails, archiving depends on the Archive email by default when: created from email client setting in the SuperOffice CRM options dialog.

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Create a standard Outlook email

1. Click the New email button on the Microsoft Outlook toolbar.
2. In the email window in the To field, enter the email addresses of the recipients. You can also use the Select recipients dialog (see Selecting recipients).
3. Write the message.
4. Add any attachments you want to include. You can also add documents from SuperOffice CRM.
5. Click Send to send the message to the specified recipient(s). The email is archived if Archive email by default when: created from email client is enabled in the SuperOffice CRM options dialog.

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Create an email with SuperOffice templates

1. Click the down arrow to the right of the New email button on the Microsoft Outlook toolbar. A menu is displayed.
2. Click SuperOffice message and select one of the templates on this submenu. The New SuperOffice email dialog opens.
   This presupposes that you are logged on to SuperOffice CRM. If not, the menu will only contain one item: Populate. If you click Populate, you will be asked if you want to start SuperOffice CRM. If you accept, the submenu is populated.
3. In the Subject field, enter the email subject. This is also shown in the Activities section tab in SuperOffice CRM.
4. Fill in Company, Contact, Project, and Sale as needed. Start typing to search and select from the results.
5. In the Type dropdown, select an email template.
6. In the Visible for field, click the arrow next to the field. A list is displayed allowing you to choose if the document should be visible to all users, private (visible only to the user defined as owner) or visible to all users in the user group that the owner belongs to.
   The Visible for field is only available if this right is assigned to you in Settings and maintenance.
7. Click OK in the New SuperOffice email dialog. A new email window opens.
8. In the To field, enter the email address of any other recipients you want to add. You can also use the Select recipients dialog (see Selecting recipients).
9. Write the message.
10. Add any attachments you want to include. You can also add documents from SuperOffice CRM.
11. Click Send to send the message to the specified recipient(s). Because you selected a SuperOffice template, the email is automatically archived to SuperOffice CRM.

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Archive to SuperOffice

• To archive all sent emails by default, enable Archive email by default when: created from email client in the SuperOffice CRM options dialog.
• To enable or disable archiving for an individual email, click the Archive is ON/OFF button in the email window before sending.

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Buttons in the email window

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Related content

• Archive email to SuperOffice