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How It Works

Saving an Email

  1. In Outlook, open any email and click the Lime CRM button in the ribbon.
  2. A task pane opens on the right. Click Save to Lime CRM.
  3. A window opens in Lime CRM with the email's subject, sender, body, and attachments pre-filled on a new record.
  4. Edit the record if needed and save it.

Import Tracking

When an email is saved, the add-in marks the Outlook message with the CRM record's identifier. The next time the email is opened, the task pane shows "Already saved on date" with a direct link to the record in Lime CRM — so the same email is not imported twice by mistake.

Attachments

The attachment selector lets the user choose which files to save. Signature images — such as company logos and social media icons — are automatically detected and excluded from the selector. See Technical for details on how attachments are handled.

Follow-up Reminders

If follow-up reminders are enabled in the add-in configuration, users can tick a box when saving an email to automatically create a reminder in Lime CRM.