Outlook Integration Panel & DAV INTEGRATION

Add-on available for version 6.5 and later

Outlook Integration Panel

It’s a modern add-in for Microsoft Outlook. It allows you to load the YetiForce system directly in the Outlook window, where you can download and relate e-mails to data in the system. In addition, the integration allows you to perform the same operations from the e-mail view as in the standard system, i.e.

  • Add companies and contacts (Accounts, Contacts, Leads, Vendors, Partners, Competition)
  •  Add processes and sub-processes (Opportunities, Agreements, SLA, Campaigns, Quotes, Sales orders, Tickets, etc.)
  • Add notes, events, documents
  • Work directly from the e-mail client which allows you to optimize the customer service process and makes it easier to perform many activities from one place.

The add-on is compatible with: Outlook Desktop Client, Outlook Web App, Outlook for Mobile.

Please read the documentation for the YetiForce Outlook Integration Panel in the FAQ section at the bottom of the page before purchasing the extension.

 

OUTLOOK INTEGRATION ADVANTAGES

  • Load YetiForce directly in Outlook
  • Add records to YetiForce directly from Outlook

DAV Integration

DAV Integration allows for two-way data synchronization between various devices thanks to the use of CardDAV and CalDAV protocols. You can synchronize contacts, calendar, and tasks on your devices with the ones in the CRM system, so that you always have control over your schedules and meetings.

YetiForce DAV consists of two functionalities:

  • CalDAV - enables two-way synchronization of activities (tasks, calls, meetings) saved in the calendar between YetiForce and any mobile device or other tool supporting the DAV standard.

  • CardDAV - enables two-way synchronization of contacts between YetiForce and any mobile device or other tool supporting the DAV standard.

Both solutions create a new calendar / address book next to your old ones where you can add new entries. All added entries will be sent to YetiForce. Thanks to this solution, you can always have an up-to-date calendar or contact book on the phone or other device.

The list of applications can be found in our documentation.

DAV INTEGRATION ADVANTAGES

  • Synchronize data between devices
  • CardDAV & CalDAV standards

SMALL

8 €

net per month

up to 19 users

MEDIUM

20 €

net per month

from 20 to 49 users

LARGE

40 €

net per month

more than 50 users

Add-ons can be purchased by going to the Marketplace in the YetiForce system.
The Marketplace can be found by clicking on the cogwheel icon visible in the upper right corner after logging in to the system.

The prices shown are net prices. The purchase prices include 23% VAT.
If you're eligible for tax deduction, please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. to make a purchase without VAT.

Everything you need to know about Outlook Integration Panel &DAV

» Does the subscription include the purchase of just one of these add-ons or both?

The subscription gives you access to both of these add-ons.

» Can I get a discount?

A 5% discount only applies if you purchase the add-on for a year. To do this, email us at This email address is being protected from spambots. You need JavaScript enabled to view it. 

» Where can I find documentation for Outlook Integration Panel?

The documentation is available HERE.
Read it carefully to avoid errors when activating the add-on.

» Where can I find the documentation for DAV Integration?

The documentation can be found here:

YETIFORCE

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