The TrackerRMS for Outlook Add-In sits seamlessly in the sidebar of the Outlook window and as you select items in the Inbox, presents you with a summary of the information in Tracker for the sender (if they exist), or options to create records from the Sender's details if they do not current exist.

Functions available in the new Add-In include:

View Client and Contact information for matching records

Ability to "Open in Tracker" any matching record, taking you directly to the record in a new browser tab

Ability to Create a Contact if not already existing

Create a Lead from an email

Create a Job from either an email, or a specification attachment

Create and Update a Candidate from an attached CV/Resume

Track the Email to any specified record in Tracker

Track only attachments to any specified record in Tracker

Send the email to Tracker to automatically attach to relevant records

Reply and Track - allowing you to reply to an email and track it in Tracker

Additional notes:

Works with all versions of Tracker.

Although this Add-In is free it does still require a subscription to Tracker.

TrackerRMS for Outlook

by TrackerRMS Limited