Watch the demo of how we used the Email Plug-in below or keep reading for a text guide.
Start by Signing in to your Darzin account and enter Admin
Select Darzin Plugin in the Settings
You'll be brought to the Darzin Plug-in page
Select Microsoft Outlook Plug-in
Next open Outlook and Click on the Get Add-ins icon in your Outlook menu bar
Search for Darzin Software, and press add.
When you return to Outlook, you should now see a Darzin Software icon in your menu bar.
Click on the Darzin Software icon to log in to your Darzin Software account.
Select the region your data is hosted, then use your usual login credentials to login and authorize the Add-in to connect to your Darzin Software account.
Saving a stakeholder and email
Select an email in your Inbox or Sent items box that you would like to save to Darzin Software. Click on the Darzin Software Add-in icon at the top.
The dialog box opens on the right. You first need to select if you intend to automatically save all future emails to and from this person or organization to Darzin Software, or just this individual email.
3. The dialog box will now display information from the recipient as picked up from their email signature. You can edit these details and add in additional information. If this is the first time you're saving an email from this stakeholder, make sure you try and add in as much detail as you can, including contact group. If you know they are already in the system, don't add in additional information as the information you add will override current details in Darzin Software. You will have saved this email as an interaction
4. Once you click on save, the add-in will search Darzin Software to see if the stakeholder already exists. If it does, this email will be attached to their record. If they don't exist, a stakeholder will be created, and this email will be attached to that record.
Saving Meetings from your Calendar
You can use the add-in to save items from your Outlook Calendar to Darzin Software.
Open an existing calendar event or create a new one.
You will see the Darzin Software icon in the menu bar
5. Select the contact group you wish to save this event into.
6. Note that the add-in will also save all linked stakeholders against the event, including your details. If you do not wish to save any of the linked people to Darzin Software and this record, use the checkbox to untick their record from being saved.
7. Click on Save.