Integrate Microsoft Outlook
How Cytrack Integrates with Microsoft Outlook
Microsoft Outlook Supported Version: Desktop versions 2007, 2010, 2013, 2016
Cytrack software is deeply integrated with Outlook for unparalleled enrichment of customer experience.
As well as turning Microsoft Outlook into a powerful communications platform, you can instantly and automatically log voice recordings, notes and history.
If you use Microsoft Outlook, you should see the Microsoft Outlook integration feature list below for more information. We'll be delighted to answer any further questions you may have simply get in touch using your preferred contact method (details under the feature list.)
About Microsoft Outlook
Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite. Primarily an email application, it also includes a calendar, task manager, contact manager, note taking, journal, and web browser. It is one of the most widely used email applications in the world.
Features of Cytrack's integration with Microsoft Outlook
Click to dial
Allows user to click on a number in the Microsoft Outlook contact fields and CyDesk will dial the number.
Caller lookup
CyDesk can lookup the Microsoft Outlook database based on the Caller ID and can show the Microsoft Outlook contact details (& account/company if applicable) in CyDesk.
Pop contact
CyDesk can tell Microsoft Outlook to display a contact record from either the name or number search.
Pop account
CyDesk can tell Microsoft Outlook to display an account record from either the name or number search.
Name search
User can select search in CyDesk and enter name details and CyDesk will search Microsoft Outlook and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the Microsoft Outlook contact record, and also optionally send an SMS if CySMS is installed.
Log call history
CyDesk can optionally store details of the call in the Microsoft Outlook contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration.
Attach voice recordings
CyDesk can optionally store a URL to the location of the voice recording file in Microsoft Outlook. Note the user has to enter a username and password to play the recording and access can be controlled by the Cytrack security manager.
Log call notes
Notes entered into CyDesk during the call can be stored in the Microsoft Outlook contact history together with the call history.
Want to know more about Cytrack's integration with Microsoft Outlook?
Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your Microsoft Outlook integration questions...