Convert Outlook Emails to Customer Notes
Wouldn't it be nice to save your communication with your customers and vendors in one place, instead of searching through archived email folders, or tracking down the individual within your organization that communicated with the customer? Customer communication is a part of your customer relationship and is something that should be available to your entire organization.
With our BizSight Outlook add-in, included with the product, you can select and tag a customer associated with your email communications - all within your regular Outlook email screen. Later, you can review this as a customer note within BizSight or run a report listing the notes associated with that customer.