What is it?

Users of Microsoft Outlook can now have emails automatically added to the journal records of their eTapestry donor and prospect accounts. No longer do you need to copy and paste emails to eTapestry. A click of the button from your Outlook task bar can transfer a received email or send and update the journal on a new record.

If you have ever gone searching for copies of emails in your "sent" file, or tried to retrieve an email from your "deleted" items, then this is the tool for you.

Turn your eTapestry database into the total communications tool for your organization by capturing your Outlook communication.

How does it work?

A simple downloaded file installs the necessary components on your workstation. These components automatically work with Outlook to add special buttons to your Outlook task bar. If you want to send a new message from within Outlook, click the "Send & Add to eTapestry" button. Your message will be sent and a copy of it added to the appropriate account record in your eTapestry database.

eTapestry matches the account email to identify the appropriate account – or choose the account whose journal you would like to have updated.

If you have received an email and would like to keep it as part of an eTapestry account's journal record, simply click the "Add to eTapestry" button. Once again, eTapestry will search your database and create an email contact record.

eTapestry's Outlook integration provides the simplicity of use with the power you need to truly track, cultivate, and communicate with prospects and donors. With more and more communication taking place via email, you now have the tools to manage your online correspondence.

The eTapestry Outlook integration option is available for an additional 20% of your eTapestry base service fee. The Outlook integration also includes eTapestry's document attachment service for storing, sending, and capturing attached files. For more information contact your eTapestry account executive or email us at info@etapestry.com.