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MIGTurbo CRM Outlook Toolbar improvements

April 15th, 2009

In February we released a new version of the MIGTurbo CRM Toolbar for Microsoft Outlook users. Development of this ‘all new’ version has been undertaken in-house to ensure that we can provide clients direct support and actively incorporate their feedback into the development process.

Since February, we have released a number of updates to the new toolbar based on client feedback of the toolbar “in the wild”.

Change your mind on sending emails when filing

The MIGTurbo CRM Outlook Toolbar seamlessly integrates into your Microsoft Outlook application so that you can choose to file items manually or automatically when you send emails. But what if you have second thoughts on sending an email? If you have your toolbar to file outgoing items, when you are prompted to confirm the filing details you now have an extra button: “Do not File or Send”. This allows you to cancel sending and filing the item, useful for saving blushes later!

Screenshot of File Mail Item window

Outlook Distribution Lists and Groups expanded

When sending to many people, Outlook provides a useful feature of grouping contacts together. This is ideal for sending to anyone involved in a team. We’ve improved the toolbar to take this into account and “expand” the Distribution List or Group to file against one of its member contacts.

Screenshot of Distribution Group expansion

Added Template Fields

We’re very concious of our clients’ security and privacy requirements, particularly when working with recruitment or financial data. To further improve on our extensive security and privacy considerations within MIGTurbo, we’ve also added three additional fields that allow you to include just the To, CC or BCC fields when you’re filing messages away in MIGTurbo. This way any project managers, stakeholders who may be copied in on a message will retain anonymity within MIGTurbo CRM.

Screenshot

If you’re already using the MIGTurbo CRM Outlook Toolbar and want to benefit from these new features, be sure to contact us and we’ll be happy to introduce your organisation to these improvements.

Nathan MIGTurbo , , ,