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- Getting Started
- Basic Navigation
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Using the Kanban View
- Creating New Records
- Configuring Dropdown Lists
- Managing Duplicate Records
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- Change the Column order
- View Details on Map Pins
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Colourise Map Records
- Import Data from Excel or CSV
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Connect Outlook
Tall Emu offers an Outlook integration that helps you stay on top of activity by syncing emails, calendars and contacts between Outlook and CRM. Our Outlook add-in brings CRM into Outlook and lets you quickly view customer history, financials and more.
If you’re in trial and you use Outlook, we’d recommend setting up this integration. It’s super handy and it’ll let you experience the benefits of connectivity and sync.
If you’ve just purchased a subscription, installing the Outlook Add-In will streamline opportunity creation and show important data when you need it most.
Please Note: Our Outlook Add-In is optimised for Windows PC. Unfortunately our Add-In and installer are not yet compatible with Mac, tablets or mobile devices.
It’s easy to install. You can download the Outlook Add-In here:
Once downloaded, simply run the installer, follow the prompts to enter your username and password (please ensure you use your CRM Login Details rather than your Outlook Login Details). If you get stuck, we have dedicated help files which you can access HERE.