Note:
ServiceCEO integrates with Outlook XP and 2003 (i.e., versions 10 and 11,
respectively).
Integrating Microsoft® Outlook® with ServiceCEO enables you to attach your e-mail messages to customer records as a note or as an attachment. You can also add e-mails to ServiceCEO as a note when sending e-mails through Microsoft Outlook.
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The Outlook Integration add-in component is automatically installed with ServiceCEO. It automatically adds an Add to ServiceCEO button to your Microsoft Outlook messages. See the Adding an Outlook Email to ServiceCEO topic for details.
To configure Outlook integration:
Select Tools > Options and click MS Outlook from the Categories bar.
The Microsoft Outlook integration plug-in is automatically installed for the user who is logged into the computer when ServiceCEO was installed. If more then one person is using the computer, and logging in using different Windows login names, then you need to register any additional users. Do so by clicking Register Add-In. The user currently logged into the computer will be registered to integrate Outlook with ServiceCEO.
All emails added
to ServiceCEO will, by default, be saved in the C:\ProgramFiles\ServiceCEO\Emails\
folder. To change this folder, click 
to the right of the
Shared E-mail Folder field, navigate
to and select the folder you want to save the e-mails, and click OK.
Select the note code you want to use for e-mails that you add to ServiceCEO as a note from the E-mail Note Code drop-down list. The default value is E-mail.
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Click Apply.
Click OK. You are integrated with Microsoft Outlook!
See also: Adding an Outlook Email to ServiceCEO
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