Contacts in Outlook

CMap Outlook has been designed to revolutionise the way you work with CMap & Outlook. The integration allows Users to view CMap Contacts. One of the key benefits of the integration is that when you are emailing a Contact, the integration will automatically highlight any Leads, Projects or Activities associated with that Client to help you have more meaningful client discussions.

In this article, you’ll learn how to

  • View & Search for a Contact
  • Add a Contact

View & Search for a Contact

Once you’re in the Contacts module in CMap for Outlook and have selected an email, CMap for Outlook will immediately begin searching the CMap Contacts database for a match for the contact from the email selected.

If the email is from someone who doesn't exist in your CMap contacts database, you will see the following message:

Add a Contact

From the link above, you can click  , which will open the CMap New Contact form for you to enter their details into CMap.   

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If there is a match in the CMap Contacts database, it will show you some details about that contact here.

Once you have added all of the relevant details, press Save and the details will be stored. They will appear in the details panel too.

How can I edit a Contact’s details?

You can edit a contact’s details by clicking on the  icon. The contact’s details page will load, where you can make the necessary changes. Press Save to update the details in the database.

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