Contacts, meetings and e-mails are often administrated from Outlook. Some
users spend a lot of their
time in Outlook and would like to have access to their daily work tasks from
there. With the Outlook add-in "SRM-Panel", users can perform
many of their daily tasks directly from Outlook. The SRM-Panel allows you to
work with contacts and activities. You can save e-mails from
outlook to IFS Cloud by using the SRM-Panel. When you need to leave Outlook there
is a context driven navigation to Aurena so you will get directly to the right
contact or activity etc.
The SRM-Panel is based on the
recipient list of the highlighted mail or the attendees list of an appointment
and it shows data from IFS SRM. Click on the name to navigate to a more
detailed view of the contact. If recipients/attendees don't exist in IFS
SRM, they can be registered as contacts in the SRM-Panel. You can also
edit the contact, call via phone or mobile or send a mail. Create a new activity
based on the mail content and attach the highlighted mail to the
activity. In the details page you can also view and filter the
latest activities and business mails for the contact. Collapse
and expand the different sections to see additional info in the SRM-Panel
(configure what sections to show) or navigate to Aurena to continue working from
there.
The SRM-Panel can also give you as a representative an overview
of your contacts and activities. Click on your name in the
recipient/attendees list to navigate to the representative details page.
Save to SRM is used to save a mail to IFS SRM. The highlighted mail will be saved as a Business Mail and the sender and recipients will be connected as references.
Send and Save is available from compose mode. The SRM-Panel is available in compose mode and you can search for a contact in IFS SRM when composing the mail. This is also available when handling appointments.
The SRM-Panel is built on Microsoft technology and platform. Microsoft Office add-ins can be used for extend office applications and interact with content in office documents. Office Add-ins can do almost anything a webpage can do inside a browser. This can be built for Word, Excel, PowerPoint, OneNote, Project and Outlook. The SRM-Panel is available only for Outlook. Aurena controls are not used in IFS SRM-Panel instead we use Microsoft related libraries (Office UI Fabric framework). SRM-Panel is available in a number of platforms. There are some slight differences in capabilities and features between platforms based on platform characteristics.