The gadget compares the sender's email address to your vTiger database. If there is a match, the Contact's (or Account, or Lead, or Vendor, or User) details are displayed.
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If no match is found, the record creation form is waiting with the email address already filled in.
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Search as you type in the Account field makes linking to an Account simple. The screenshot below is not a bug, we need to clean up some duplicates :).
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Future features will allow you to create and view the following:
- Calendar events
- vTiger emails
- Trouble Tickets
- FAQs
Immediate access to your CRM from email is a major time saver, and we're excited to have a release ready soon.
For more info, please contact us on our website.