Administration - Email: Upload Emails using the Outlook Plugin
Upload Emails using the Outlook Plugin Overview
XPLAN’s Outlook plugin enables you to quickly and easily save a copy of email correspondence as an attachment to a Note that is linked to a client.
In Outlook you select an email then activate the plugin. A pop-up displays where you set the details for the Note to be created, including the related entities, visibility settings and Note Type and Sub-type. The Note Subject is pre-filled with the email Subject, while the content of the email is saved in the text box and as an attachment.
When the Note is saved, a unique reference for the source email is stored. This allows XPLAN to track subsequent correspondence in the email thread. If the plugin is run on a later email in the thread, such as a reply from a client, XPLAN will add the content of this email to the existing Note. This allows a single Note to hold the entire contents of an email conversation between multiple parties.
To find out how to install and set up the Outlook plugin, in the XPLAN Hub go to Getting started > Install and set up the Outlook Plugin.
Where can I get help?
Access to the Outlook plugin requires the capabilities of File Email as Docnote and Create Document. All BTGL XPLAN logins have these capabilities to enable you to download the Outlook plugin. If your login is not set up with this capability, send an email with your User ID (or login) to Wealth Axis’s XPLAN Support team at support@wealthaxis.com.au
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