Outlook Integration

Microsoft Outlook can be integrated with CommunitySuite to allow users to send emails from Outlook and add them as notes to CommunitySuite profiles. This configuration applies to Live sites.

Setup

1. Navigate to the Home page.
2.  Click your name in the upper right corner.
   
   
   
3. Click API Keys in the left-side menu.
4. Complete the Configure Outlook Add-In instructions.
   
   • Add the description for the API Key, and then click Create.
     This will generate the Site, API Key, and API Secret.
     
     
5. In Microsoft Outlook, search the App Store for the Foundant for Outlook and add it.
6. Click the Add note to CSuite icon.
   
   
   
7. Click Get Started.
8. Enter the CSuite Site, CSuite API Key, and CSuite API Secret, and then click Save.
   
   

Outlook Integration Use

Once the setup has been completed, users can search names or emails in the Outlook add-in's search bar to select emails that will be saved in CommunitySuite as a note on a profile.

1. In Microsoft Outlook, click the Add note to CSuite icon.
   
   
   
2. Enter the name or email in the search bar, and then click Search.
   
   
   
3. Select the sender from the search results, and then click Add Note to Profile.

The entire email chain will be added as a note to the profile in CommunitySuite and can be found on the Notes tab.