Gartle CRM Tab in Microsoft Outlook

The Gartle CRM add-in adds the CRM tab to Microsoft Outlook.

Gartle CRM Ribbon

This tab combines Microsoft Outlook features, adding useful filters.

You can change visibility, labels, and images using the ribbon manager.

If you do not see the tab, refer to Troubleshooting.

Goals and Potentials

Use the Goals and Potentials menus to open filtered views of the special task folders for goals and potentials.

To work with these features, create top-level task folders like Goals and Potentials and point them in the options.

The screenshots below show how to select the account (VS in the example) to create top-level folders:

Creating Goals Folder Creating Potentials Folder

You can create folders with other names. In this case, select the folders in the Gartle CRM Options.

Tasks

Use the Tasks menu to open filtered task views.

The menu shows actual task categories at the bottom, like Account, Customer, Lead, and Partner.

If you do not see recently added categories, restart Microsoft Outlook to update the cache.

Contacts

Use the Contacts menu to open filtered contact views.

The menu shows actual contact categories at the bottom, like Account, Customer, Lead, and Partner.

If you do not see recently added categories, restart Microsoft Outlook to update the cache.

Emails

Use the Emails menu to open email folders.

The menu shows the following Outlook folders:

Inbox
CRM
Sent
Favorite folders
Search folders

If you still do not use the search folders, try this Outlook feature. It can save a lot of time.

Calls

Use the Calls menu to open the Journal folder filtered by phone calls.

Events

Use the Events menu to open filtered Outlook calendars.

Use the Views submenu to change views.

If you do not see recently added categories, restart Microsoft Outlook to update the cache.

Journals

Use the Journals menu to open the filtered Journal folder.

Notes

Use the Notes menu to open the Outlook Notes folder.

Templates

Use the Templates menu to open the Outlook template folder and create email messages based on the templates.

Wizards

Use the Wizards menu to run Gartle CRM wizards.

The Update Mail Categories wizard updates email categories based on the contact categories.

For example, you have a contact record with the Lead category. Later, you change the contact's category to Customer.

Use this wizard to convert categories of all emails of this contact to the Customer category.

Note that you can create search folders to filter emails from leads, customers, or accounts.

The Update Contact Categories wizard sorts categories for each contact in the same order.

Use it if you see category colors unsorted.

Options

Use the Options menu to open the Options dialog box and the ribbon manager.

Details

Use the Details menu to turn on and off Gartle CRM form regions.

For now, Gartle CRM contains a single form region that shows previous emails of the active email sender.

Gartle CRM Email Form Region

The form searches emails in the Inbox and CRM folders.

Help

Help: The button displays the local help.
Online Help: The button opens the online help.
Gartle CRM Website: The button opens the home page on the Gartle CRM website.
Register Product: The button opens the Register Product wizard.
Purchase License: The button opens a web page where you can purchase a license.
Check Updates: The button opens the tool to check, download, and install product updates.
About Gartle CRM: The button displays the About Gartle CRM dialog box.