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Store e-mails in a container for CRM

Question asked by Corné on Sep 2, 2013
Latest reply on Sep 2, 2013 by Corné

Title

Store e-mails in a container for CRM

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     Hi All,

     For the purpose of a CRM, I would like to store e-mails along with notes, PDF's, etc in a container. On the Mac I cannot get this to work with Apple Mail. I can do this with Outlook 2011 on the Mac, but I cannot do this with Outlook 2003 on Windows XP. Do I need to upgrade to get this done on Windows?

     I really do welcome better suggestions how to get this done a more smart way.

     All the best,

     Corné.

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