Rolodex’s integration with your Microsoft account allows you to view relevant email threads, update the last interaction, and provide a complete picture of your communications.
  • The sync shows only metadata (subject and date/time of emails).
  • The initial sync takes several hours, but subsequent syncs complete in under 2 minutes.

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Setting up Outlook Sync

1

Go to settings

Access settings from the dropdown menu in the top left corner of your home page.
2

Go to Integrations in the workspace settings

Integrations are found in the middle on the left side.
3

Connect your Microsoft Account

On the Microsoft section, click on connect account and follow the login prompts.

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Opening Email Content from Rolodex

Once your Microsoft Outlook is connected to the Rolodex workspace, you will be able to access emails directly from Rolodex. Clicking on a email will send you to that email in Outlook.

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Sending Email Content from Rolodex

Once your Microsoft Outlook is connected to the Rolodex workspace, you will be able to send emails directly from within Rolodex. Simply click on a contact, compose your email, and it will be sent through your Microsoft Outlook account.
A contacts email adress needs to be saved within Rolodex to be able to send email to that contact