Using the Outlook Add-in With maestro*CLOUD
Objective
As part of their tasks, users sometimes transfer emails and attachments from Outlook to maestro* in order to link them to erp transactions. For this to work when maestro* is run through a cloud service, a specific add-in must be installed.
Using maestro*CLOUD implies that the application is installed on an external server whereas Outlook is installed on the users’ workstation. The add-in ensures both instances can communicate and share Outlook’s information with maestro*CLOUD.
Prerequisites
- maestro*CLOUD Version 3.05 MS SQL
- Outlook at least version 2013, ideally version 2016
- Contact Management
- Document Management
Steps
Transfer email from Outlook
Once the add-in is installed:
- Select the email that needs to be transferred from the grid (the only emails displayed will be those of the user connected to maestro*).
- Click the Transfer to maestro* icon.
- In the transfer window that is displayed, click the Transfer to maestro* button.
- A message indicates that the email has been successfully transferred to maestro*CLOUD.
Link an email to a transaction
|
maestro* > Maintenance > General Maintenance > Document Management > Import Outlook Emails |
- In the list of available emails, select the email to link to a transaction.
- Select a contact.
Available contacts come from maestro*'s Contact Management.
This field identifies the email sender in maestro* in order to keep the Transmittal Log up to date.
- The email's object is automatically entered in the Description field. If needed, modify the description.
- Select the type of the transaction that should be linked to the email, whether it is an Existing transaction or a Transaction to create in maestro*. In all cases, all fields pertaining to this destination must be completed.
- Indicate whether to save the email and its attachments, if any.
- Click on Apply.
The email will be available in the documents of the selected transaction.
See Also