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.
If no match is found, the record creation form is waiting with the email address already filled in.
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 :).
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.