Connecting Outlook

With the Outlook connection you see on the customer profile the emails your organisation has exchanged with that customer. Tillor fetches them live from Outlook and does not store them itself.

Before you start:

• You need a Microsoft account whose mail Tillor may read.
• To see the mail on the customer profile, you need the View inbox permission. Without that permission the Outlook tab is missing.

InstallingCopy link to this section

After connecting, under Settings you see the name, email address and username of the connected account, and until when the connection is active.

Choosing mailboxesCopy link to this section

By default Tillor only searches the mailbox of the connected account. Under Mailboxes you choose extra mailboxes, for example a shared reception mailbox.

• Personal is the mailbox of the connected account.
• Shared are shared mailboxes that account can open. Tillor looks them up itself.
• Added manually are addresses you type yourself. Type the address and choose Add [address].

Mail on the customer profileCopy link to this section

An Outlook tab appears on the customer profile, between Communication and Events. The tab is only there if Outlook is connected and you have the View inbox permission.

• At the top you see the number of messages and the mailboxes that were searched. With Refresh you fetch the latest mail.
• Tillor searches on the email address of the customer and of their contacts. If nobody has an email address, it says there is nothing to search for.
• Each message shows the subject, whether it is Received or Sent, from whom to whom, and a paperclip for attachments. Click a message to open the text and the attachments. With Open in Outlook you go to the message in Outlook itself.
• The same mail in several mailboxes appears only once in the list.

What happens next?Copy link to this section

• Tillor only reads along and stores nothing. If you remove the connection, the Outlook tab disappears from the customer profile.

Problems?Copy link to this section

See alsoCopy link to this section