The Outlook Add-in allows you to document email communication and message attachments into your Big Biller database directly from Outlook 365.
Please note that this Add-in will only work with Outlook hosted email. You must also be on the Monthly Channel for updates.
The links below will help get you started on the right track with the features and functionality that the Big Biller Outlook Add-In has to offer –
The first step in utilizing the Outlook Add-In is installing it within your Outlook 364 (or Outlook.com) account.
The Add-In makes it easy to log incoming and outgoing emails from your Outlook account back to the corresponding records in your Big Biller database.
Interested in saving an email attachment to a record in Big Biller? The Outlook Add-In has you covered.
If you receive an email from a new candidate or contact (that you do not already have in your database), use the Add-In to create a new People records without ever leaving your email client.