Outlook Add-In Good to Know

The CSM Outlook® Add-In is a CSM client that enables you to interact with CSM Business Object Records directly from within Microsoft® Outlook®.
Download and use the Cherwell Outlook Add-In from Microsoft Outlook. The interface includes:
- A Cherwell group in the Outlook ribbon to configure the Add-In to connect to CSM and scan incoming e-mails.
- An area at the bottom of each Outlook e-mail to interact directly with linked Business Object Records.
Use the Outlook Integration Manager to create Outlook Integration Configurations, which determine how the Add-In behaves and which Business Objects e-mails can be linked to.
Specify default Integration Configurations for each Role. Defaults define who sees what in the Outlook Integration (which Roles can see which Outlook Integrations).
The Cherwell Outlook Add-In consumes one of the CSM concurrent licenses. If the Add-In is installed, the license is taken while Outlook is running. However, if both the Cherwell Outlook Add-In and the CSM Desktop Client and/or the CSM Browser Client are used, only a single license is used.
System is the only available scope. Create subfolders underneath this scope to organize items.
Use the Manager Context (right-click) menu to quickly access menu bar/toolbar options.