Really Simple Systems CRM + OneNote Integration

Automatically creates a new instance of the support system

Automatically creates a new task

Automatically adds a new contact to the database

Automatically finds and retrieves contact information using their email address

Automatically updates a dropdown list

Automatically generates a new account

Automatically searches for account information

Automatically generates a new activity or task

Automatically creates a new note in the particular format

Automatically creates a new note in a section

Automatically adds new information to an existing note

Automatically generates image notes for easy reference

Automatically save images to a designated folder

Automatically retrieves a page or note based on its ID