Not all information is visible. Please log in or register to see more.
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 
UK: Essentials Ask the Community Forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

E-mail - Clicking A Client's Email Address To Open in Outlook?

gareth.edwards
Community Member: Level 7

E-mail - Clicking A Client's Email Address To Open in Outlook?

Is it possible to configure XPLAN so that clicking on a client's email address opens a new email in Outlook, instead of using the email tool within XPLAN?

Thanks,

2 REPLIES 2
lee.coakley
Iress People

Hi @gareth.edwards 

There isn't a way to configure Xplan like this unfortunately, when you select a clients emails address, it will direct you to the email area of Xplan to send via that route.

We do have an outlook plugin where emails sent directly via Outlook can be automatically saved into Xplan, information about that can be found here

Thanks

Lee

gareth.edwards
Community Member: Level 7

Ah boo. Thank you for the speedy response though.