The RedView CRM Outlook Existing Enquiries add-in already makes it easy to manage enquiries without leaving your inbox. From within Outlook, you can quickly find an enquiry, update details, add follow-ups, assign to staff, or even drag and drop the email into the record.
We’ve now enhanced this capability by adding full activity history visibility directly inside the add-in.
That means when working with an enquiry, you can not only update records but also instantly see what’s already happened — all the communications, tasks, and follow-ups that give you the full picture.
Key Features:
Automatically finds the related enquiry for an email (or select from a drop-down).
Update enquiry details directly from Outlook.
Log follow-up activities with due dates.
Assign the enquiry to the right staff member.
Attach documents, including dragging emails straight into the record.
NEW: View the complete activity history for the enquiry, without leaving Outlook.
The result: faster updates, better visibility, and a smoother workflow — all from the place you already work most: your inbox.
The RedView Team