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Using the Acumatica Add-In for Outlook

By using the Acumatica add-in for Outlook, you can manage contacts and related cases and opportunities right from your mailbox.

Back to TopIn This Chapter

  • Overview of the Acumatica Add-In for Outlook
    • The Acumatica add-in for Outlook processes the incoming and outgoing mail in your Outlook mailbox and searches for records, such as leads and contacts, in Acumatica ERP that correspond to the sender and recipient addresses in the emails.
  • Add-In for Outlook: Classic UI
    • By using the Acumatica add-in for Outlook for the Classic UI, you can manage contacts, cases, and opportunities right from your mailbox.
  • Add-In for Outlook: Modern UI
    • By using the Acumatica add-in for Outlook for the Modern UI, you can link emails to the existing records, and create new records such as contacts, business accounts, opportunities, cases, and requests for information based on the email.