Each attachment in CRM\DMS can simply be copied to Outlook as an attachment:

For example, would you like to send a letter via e-mail?

Move the cursor to the line in which the letter is located and press Ctrl + C for Copy.

Then switch to Outlook and move the cursor to the actual text field. The attachment is automatically added with Ctrl + V:

You can also press Ctrl + V in the Explorer to copy the document to the desired location in the Explorer. By holding down the control key (Ctrl), you can select and copy several entries in the customer info windows.

TIP PC CADDIE can be connected to Outlook with the help of a macro. An additional button labelled „to PC CADDIE“ is then installed in Outlook. This allows you to save incoming and outgoing emails in CRM\DMS under the corresponding persons. Please contact PC CADDIE Support for the installation of the Outlook macro.

This e-mail is then sent by clicking on „to PC CADDIE“ and simultaneously filed in CRM\DMS:

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