vtiger510:Feature Gmail Bookmarklet
From http://wiki.vtiger.com/archives
| Faq | Howto |
Contents |
About
With gmailBookmarklet feature you can add any mail from your gmail to vtiger CRM.
How To Use
Step-1
You will see Gmail Bookmarklet link on the header beside vtiger News in upper right corner as highlighted.
Step-2
Drag the link highlighted to your Bookmark tool bar. It will be copied as Gmail Bookmarklet.
Step-3
| NOTE:
You should be in the Newer Version mode in Gmail. |
Open any email you like to add to vtiger CRM in your Gmail and click on the Gmail Bookmarklet option in your bookmark List.You will now see a pop up window, select the related module to which you want to email to be associated with.See the below image.
| NOTE:
On IE a pop window will appear instead of a layer as shown above, but the behavior and the functionality remain the same. |
Step-4
Type name of the entity and click on the search.You will get the search result.
Step-5
select an entity from the list of displayed results by clicking on them.•Now Click on save button, which will add the email to vtiger CRM And an alert will be shown stating the same.
Step-6
In vtiger CRM under More Information tab of Account you can see the email added.
Step-7
Clicking on email record will open up the window which provides the actual link to your email in GMail.
