Configurable sidebar for Office applications
Configurable sidebar for Outlook or any Office application, including OneNote and Excel.
This comes out the box as a tool to pull emails into your CRM and store attachments as pointers to Sharepoint files.
It also includes features to do case management, right inside Outlook. This works inside Word, OneNote or Excel, and the sidebar can be configured to do almost anything using the flexible CloudToolz Beyondformz.
Why use Zidebar?
Upload emails and files from Outlook, store them in SharePoint, and link them to relevant records in either iMIS or Salesforce.
Centralise member records
Keep emails, documents, and notes linked to the right member profiles
Improved collaboration
See a full communication and document history
Increased efficiency
One-click upload from Outlook, no manual file management.
Compliance support
Maintains a structured, traceable record of communications.
Scalable & customisable
Configurable tags, document libraries, and permissions to suit your processes.
An introduction to Zidebar: Uploading emails to iMIS
Zidebar integrates Microsoft Outlook, iMIS, and SharePoint. It allows users to easily upload emails and files from Outlook or directly within iMIS, storing them in SharePoint and linking them to relevant records in iMIS.
This is a demonstration of iMIS for Zidebar, please get in touch if you’d like to learn more about Zidebar and how it works.
Our consultants specialise in helping unions and membership organisations get more value from their CRM investment.
Get in touch with us to learn more about Zidebar