Store KB articles in Exchange shared or Public Folders and use knowledge base add-in to search and locate a KB article relevant to a customer issue and insert it to the outgoing email reply as PDF or MSG file attachment or embed as inline content. All these without requiring switching back and forth between multiple windows and applications, thus helping your support team to reduce service response time, improve staff productivity and eliminate time wasted searching for information across disparate systems such as shared folders and paper documents.
Leverage the familiar workflow of Outlook appointments and tasks, and simplifies timesheet creation, submission and tracking for your employees. With the assurance that team members are reporting through a regulated system such as Outlook, that promotes accurate, consistent time reporting, managers can leverage precise, up-to-date budget and billing reports for project estimation and budgeting. The end result is a reduced administration costs and little or no requirement of specialized skills and user training. More importantly, reporting process of work done and expense is streamlined for all employees, resulting in a highly accurate and scalable solution for the organization.
Detach attachments from emails to a local folder or network disk to save precious space on your Exchange mailbox and cloud storage. This also contributes in making Outlook run much faster with better performance, and removes the requirement for constantly archiving duties. Furthermore, at times when there is a need to move the attachments back to original mail item, like when replying or forwarding, use Attachment Manager add-in to automatically re-attach the associated files from the local disk back to the original email.
There is no excuse really not to have some kind of helpdesk functionality for any kind of business that involves an end-user. Even if you have a small business and are managing the support requests yourself, you will find some kind of helpdesk ticketing advantageous to use. For enterprise business, you will find helpdesk system an absolute necessity in order to save time, money, and effort tracking your support request issues, as well as to enable collaboration, eliminate duplication of effort and documenting problem resolutions for reuse.
Push emails and attachments to your SharePoint along with the metadata information to SharePoint columns.
Monitor Outlook folders at real-time, to automatically publish incoming mails or newly added appointments, tasks or contact items to a SharePoint list, without requiring manual intervention. Such automation comes very handy and useful, in maintaining a parallel copy or backup of your current Outlook items in SharePoint.
Store KB articles in SharePoint and use it from within Microsoft Outlook to reply to recurring issues from your customers. Locate a KB article in SharePoint relevant to an issue from within Outlook itself, and insert it into an outgoing email reply in a single click. All these and more making sure, the outgoing email retains all the actual files and the original formatting of the selected KB article. No more frequent switching between Outlook and SharePoint, no more copy-paste job etc. In fact, you don’t even need to type in anything into the email reply. Team KnowledgeBase add-in does that for you on the fly.
Use Issue Tracker for Outlook & SharePoint add-in to establish and maintain a live connection between your email clients (Microsoft Outlook) and your SharePoint lists. And exploit the ability to raise and log trouble tickets from emails to your SharePoint lists. The tickets in SharePoint will inherit metadata information from the emails automatically (such as name, email address, phone number, address, problem description, attachments etc.)
Link your SharePoint Issue Tracking lists to Microsoft Outlook, so that you have an easy way to source the problem, callers metadata information and attachments from emails stored in Outlook. With Issue Tracker add-in, create and maintain a link between Outlook and SharePoint lists, such that you and other technicians can easily raise trouble tickets from emails from within your Microsoft Outlook, in a single click, or even better, automatically.