The Outlook Plug-in operates within full version Outlook XP or newer. It installs and connects to the Web Service enabling Team Users to easily save their email communication to a Project, Issue, Organization or Stakeholder.
Send emails from the SRM directly or Outlook, a regular email will open and once created your choice is to save it to the appropriate record or just send and not save.
Team Users may utilize the power of the Outlook Plugin to manage incoming and outgoing email that relates to the Stakeholder and Issue Management process.
All email remains in the Email server and is only copied to the SRM system whereby it is now available for other Team Users.