Working in Outlook

Once the add-in has been installed, the Isah toolbar will appear in Outlook. Initially, you will only see the Log in button, as you need to log in to Isah before you can use the add-in. Your rights cannot be verified until you have logged in to Isah.

1. Logging in: In the Log in window, specify your user name, your password and the database you want to save the email to.
2. Choosing an entity: To save an email, first specify the entity the email is to be saved with, for example a customer or a supplier.

   Tip: To set the visibility and order of the entities, click the Settings button.

3. Select the email message(s) you want to save.
4. Then click:
   • Save:

     A selection form will appear, listing the details present for the selected entity in Isah. For example, if you choose the entity 'Customer', the list of customers entered in Isah will appear. Now choose the customer (or other entity) you want to save the email with.

   • Saving with custom settings:

     If you have rights to program code 100020000 (Change Outlook Add-In document properties), and click the Save button, you can also choose Custom settings. A form will appear enabling you to change the category, type, language and group for the email. Your settings will only be applied to the email message(s) you selected. The next time you save an email, the default values defined in the settings will be used again.

5. Save the email by clicking OK. The mail is now saved as a linked document that you can access by clicking the Documents button for the corresponding line.