Using the Office App for G5

Using the Office App for G5

This app is an add-on for both Outlook and Word.

You must be Logged into G5 to use the office app in Outlook or Word.

If you have not yet installed the add in, you can follow this link for instructions:  https://desk.zoho.com/portal/billgoodmarketing/en/kb/articles/installing-the-office-add-in-for-g5

In Outlook the app has its own section in the ribbon when you start a new email, or are viewing an email sent to you:

New E-Mail in Outlook:


Received E-Mail in Outlook:



In Word it is available on the ribbon when working in any document:



If you do not see these, go to File->Options->Customize the Ribbon and find G5 in the left column and add it to the right.



Outlook

The commands available in Outlook are:


  1. Save to G5 - Saves a record of the email to one or more contacts in G5.
  2. File With - Same as Save to G5.
  3. Create Follow-Up - Creates a follow-up Task in G5, with the email saved in the notes of the task.
  4. View Contact - Shows you some brief information about the contact associated with the email. Will show you yourself if it detects no other contacts.

Save to G5 or File With

When you select Save to G5 or File With and the person in the email doesn't have a record detected in G5, it will offer to create the contact for you, and leave a task on the new contact to update all of its other information. It will look like this:


Before it saves it, it will give you a preview of the email, looking like this:


Click the Save to G5 button when finished.

Create Follow-up

This button allows you to create a follow-up task and save the text of the email in the notes of the task.

Use the blue pointer buttons to assign contacts in your CRM to the For field and Users to the Assign To field.

Set the Start, Due, and Reminder dates and give the task a priority.

Click Save to G5 when finished.


Word

In Word, the app simply allows you to add a variety of merge fields into your document already set up to work with G5.

Simply select the merge field you want to add, then click Add Merge Field.

Repeat for additional merge fields.



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