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MailLink

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SuperOffice Mail Link is a plug-in that links the Microsoft Outlook mail client with SuperOffice CRM and/or SuperOffice Service. This means that among other things, you can:

  • Archive emails and attachments to SuperOffice CRM.
  • Archive an email as a document or a task in SuperOffice CRM.
  • Archive an email as a request in SuperOffice Service.
  • Search for the sender of an email.
  • Set functions for default archiving.
  • Use SuperOffice templates or predefined email body templates when creating emails.
  • Update the information about companies and contacts in SuperOffice CRM based on emails you receive.

Buttons on the mail client toolbar

These buttons appear on the Microsoft Outlook toolbar:

Button Function
icon Archiving emails to SuperOffice CRM
icon Searching for the sender of an email
icon Click the small arrow to the right of the SuperOffice button to open the SuperOffice CRM options dialog.

Modes of operation

SuperOffice MailLink (part of SuperOffice WebTools) supports 2 main modes of operation:

  • Against a Web installation
  • Against a Windows installation

Components

Mail Link components -screenshot

The picture was different before 8.3:

Mail Link legacy components -screenshot

Compatibility

One version of WebTools should now be compatible with all versions of SuperOffice: Online, Onsite Web, (future releases of) Onsite Windows.

MailLink (and WebTools) will only exist in one version: The latest version.

In older WebTools versions (before 8.3), MailLink shipped with its own copy of NetServer and ran its own database layer directly. In this case, if you have a SuperOffice Windows installation and download the latest WebTools from the SuperOffice Download Service, you may end up in a situation where your MailLink runs a newer version of NetServer and expects a different database schema than the one you have.

The Windows client installer will also install one extra file into the client folder: SuperOffice.MailLink.WinClient.dll. This file must be present for this new MailLink to enable "Windows mode" (which means it will not work with older versions of the Windows client). If this file is not found, only web support is available.

How to install only MailLink part of WebTools

MailLink is now a separate downloadable installer (the latest version) available on the Download Service so customers wishing to upgrade only MailLink can do so.

Related content

  • Archive emails to SuperOffice CRM
  • Create emails from SuperOffice CRM
  • Create emails from Microsoft Outlook
  • Search for the sender of an email
  • Set options
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