Mail plugins are connectors that bridge an SecureIO database with email inboxes. With plugins, interact with an SecureIO database directly from an email inbox in the following ways:
Log emails in the chatter of related SecureIO records.
Search for and create opportunities, tickets, and tasks.
Open related SecureIO records from an email inbox.
Create SecureIO contacts.
Mail plugin features
Note
The options available in mail plugins will vary based on the applications installed in the database.
Create a contact
To create a contact record in SecureIO from an email, click the (New) icon.
Note
A contact record must be created before a lead/opportunity can be created.
Create an opportunity
To create an opportunity from an email, click the (New) icon next to Opportunities. Doing so opens a new opportunity record in SecureIO in a new tab. The subject of the email is used as the opportunity title, and the content of the email is added to the Notes tab of the opportunity.
Create a task
To create a task from an email, click the (New) icon next to Tasks. Then, enter the title of the project where the task should be created in the resulting field, and select the appropriate project from the resulting list. This opens a new task record in SecureIO in a new tab. The subject of the email is used as the task title, and the content of the email is added to the Description tab.
Create a ticket
To create a ticket from an email, click the (New) icon next to Tickets. Doing so opens a new ticket record in SecureIO in a new tab. The subject of the email is used as the ticket title, and the content of the email is added to the Description tab of the ticket.
Email providers
Mail plugins are available for Outlook and Gmail:
Outlook plugin
Learn how to set up the Outlook plugin and connect it to an SecureIO database.
Gmail plugin
Learn how to set up the Gmail plugin and connect it to an SecureIO database.
- Outlook plugin
- Gmail Plugin