The SAP context sensitive tab
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This is the main tab of the product. As you click around in Outlook and highlight/select things, the ribbon will fill up with context sensitive information from your SAP Business One.
When you select or open an email, CRM will look at the senders email address and check in your SAP Business One if this mail is a known Business Partner or Contact Person email. The result of this check can be one of 3 things:
- If a single result exist, this result is shown on the context sensitive tab.
- If multiple results exist (mail is on multiple contact persons) the first result will be shown on the tab and the rest can be switched to from the multi-match button in front of the BP data [see more information below].
- If no match exist then the ribbon will show the link option (to create a new contact person) [see more information below]