In the following tables, you can find all available functions. The functions are available depending on the settings defined in the Add-in options window and the available installations. This means:
A) The desktop client is installed, the extended integration is enabled.
B) The desktop client is installed, the extended integration is not enabled.
C) The desktop client is not installed, the extended integration is enabled.
D) The desktop client is not installed, the extended integration is not enabled.
E) The Microsoft Office 365 CAS genesisWorld Add-In is available.
Functions in Microsoft Outlook |
A |
B |
C |
D |
E |
Archive as an e-mail, document, appointment, or task |
|
|
|
|
|
One-click archive |
|
|
|
|
|
Send and archive as an e-mail, document, appointment, or task |
|
|
|
|
|
Send and one-click archive |
|
|
|
|
|
Archive attachments as expenses |
|
|
|
|
|
Archive attachments as documents |
|
|
|
|
|
Transfer address using the Address Wizard
|
|
|
|
|
|
Invitation management |
|
|
|
|
|
Transfer address, appointment, or task
|
|
|
|
|
|
Indicator E-mail has already been archived
|
|
|
|
|
|
Open archived e-mail directly
|
|
|
|
|
|
Functions in Microsoft Outlook |
A |
B |
C |
D |
E |
Open data record |
|
|
|
|
|
E-mail to the displayed address (mailto) |
|
|
|
|
|
Calling a displayed address (callto) |
|
|
|
|
|
Displaying the map for addresses |
|
|
|
|
|
Address search |
|
|
|
|
|
SmartSearch |
|
|
|
|
|
Search in the dossier |
|
|
|
|
|
When searching the dossier of contact persons and companies, you can switch between dossiers: you can choose between the contact person dossier, the company dossier, the corporate group dossier, and the overall dossier. |
|
|
|
|
|
Filter by data record types |
|
|
|
|
|
Save filters |
|
|
|
|
|
Select address for further recipients |
|
|
|
|
|
Archive e-mails via drag and drop |
|
|
|
|
|
Update sidebar |
|
|
|
|
|
Action menu |
|
|
|
|
|
Adopt as recipient |
|
|
|
|
|
Attach as vCard |
|
|
|
|
|
Attach as GBT file |
|
|
|
|
|
Attach as iCal |
|
|
|
|
|
Attach as an archive file |
|
|
|
|
Functions in Microsoft Outlook |
A |
B |
C |
D |
E |
SmartSearch for new e-mails |
|
|
|
|
|
When searching the dossier of contact persons and companies, you can switch between dossiers: you can choose between the contact person dossier, the company dossier, the corporate group dossier, and the overall dossier. |
|
|
|
|
|
Action menu |
|
|
|
|
|
Insert as a link |
|
|
|
|
|
Link new e-mail with |
|
|
|
|
|
Link new e-mail with a primary link |
|
|
|
|
|
Adopt as recipient |
|
|
|
|
|
Attach as vCard |
|
|
|
|
|
Attach as GBT file |
|
|
|
|
|
Attach as iCal |
|
|
|
|
|
Attach as an archive file |
|
|
|
|
|
