Colleague 7 Outlook Add-in
Summary
We are happy to confirm that Colleague 7 now offers an Outlook Add-in as part of our standard user subscription. The initial version supports the ability to view record details within Outlook and Create History. Within Outlook, click on the ‘Get Add-ins’ icon: Then click on ‘My add ins’ and go the section ‘Custom add-ins’. Select to ‘Add a custom add-in’ from URL and enter the below URL: This will install the Colleague 7 Outlook Add in. From this point on when selecting an email, you will be able to click on the Colleague icon in the toolbar: Provided the sender’s email address exists against a record within the Colleague system, you will then be able to get the Colleague Summary View within Outlook: In instances where there is more than one record associated to an email address you will have a record count with next & previous arrows to navigate through the records: At this time you will be able to: Expect near term future versions to offer the ability to: For more information please watch our video.