Archiving emails from Outlook

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TL;DR

Use the Novulo Outlook Add-in to store an Outlook email on a Novulo record (e.g., service request, activity).

Prerequisites

  1. The Novulo Outlook Add-in Web Service plugin is included in the application composition (a component where the plugin is installed and configured).
  2. The StoreEmail process is configured in this component.
  3. The fields in the Archive dialog in Outlook are configured.

Instructions: How to install Outlook Add-In.

Archive an email

  1. Select the email in Outlook.
  2. Right-click → Archive, or use Archive in the Novulo tab.
  3. If the button is disabled, complete the setup first (How to install Outlook Add-In).
  4. Fill in the fields.
  5. Use Save as new to create a new item (e.g., SR, activity).
  6. Use Save as existing to link to an existing claim/SR.
    • Enter the service request number in the Claim field.
    • Prefix the number with SR.

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Fields

  • Direction: filled automatically.
  • Description: email subject is filled automatically.
  • Contact / Person / Contract / Claim:
    • Configured in the component.
    • Search can be based on email, name, or ID.

Example: In M3952 “Novulo Outlook AddIn voor Service”, the Store Email process is configured to either create a new SR or update an existing one.
Configuration path: Plugin → Properties → Plugin configuration.
This shows:

  • Table mappings for Contact/Person/Contract/Claim fields,
  • Linked processes (store email, search fields).

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Configuration notes

  1. If multiple components contain the plugin, the first component in the integration string is used.
  2. Only one process can be directly linked to StoreEmail.
    • For multiple actions, configure a wrapper process.
  3. Ensure plugin/component revisions are consistent across environments.