Linkpoint 360

New Product Announcement: LinkPoint Blade We're excited to announce that our latest and most advanced cloud solution, LinkPoint Blade, is available. Experience the future of our services by clicking the link below to register and access all the cutting-edge features and benefits our new platform offers. Embrace innovation with us today!If you have any questions, please reach out to our Sales Team. Install LinkPoint Blade from Microsoft AppSource Returning Users Log in to get started and to manage your account. Log In Get Connected with LinkPoint360 LinkPoint Connect: Cloud Edition offers a set of highly configurable email-to-CRM sync tools within the cloud for even greater flexibility and mobile access. The system includes a variety of controls that ensure data moves as specified from email servers to CRM systems. Work from any mobile device or desktop on any platform. The tool runs how and when you need so you can focus on closing deals. Learn More

Outlook. SnapForms include support for required, dependent, and inline fields, making them more dynamic out-of-the-box. Click to view full size imageCustom Comes StandardWorking with Custom Objects? No problem.The enhanced Side Panel automatically detects the Custom Objects you have access to in Salesforce. You can create, edit, and search on these items with ease.ResourcesOur complete redesign extends to our support documentation. Users switching to the Fall ’19 Release will want to review the dedicated User Guide and Knowledge Base articles for details on all updated system functionality.A Note about Software UpgradesThe Fall ’19 Release is available for LinkPoint Connect for Salesforce: Desktop Edition integrations.Products and services provided by LinkPoint360 are automatically updated by default. Individual users may, in most cases, change their update preferences within LinkPoint Assist.Some organizations may request that upgrades be disabled by default and then manually released at the discretion of internal IT teams. If you see new features or functionality listed within the release notes but do not see the new features in your instance of LinkPoint Connect, please contact your System Administrator.Additionally, to preserve existing configuration for our clients, accounts running our application for Citrix/VDE set ups, those with prior custom deployments, and those for our Solutions integrations will not receive automatic upgrades. If you would like to upgrade your users to the Fall ’19 release, please contact your Account Executive or [email protected]. Get started with a free 14-day trial of LinkPoint Connect. View, record, create, and sync between email and CRM with simple and

LinkPoint Connect provides unique functionality that gives users access to use their Salesforce data without leaving IBM Notes. When creating a new email, sending a reply, or forwarding communication, users can easily access their existing Salesforce contacts directly within IBM Notes to include additional recipients. In this section, you will learn how to access and use your Salesforce contacts when working with outbound emails. Click the images throughout the Knowledge Base to see full size versions of screen captures. Open an outgoing email (either a new or existing email). Select LinkPoint from the toolbar, and then select CRM Address…from the drop-down menu. Search for Salesforce contacts by entering a full or partial contact name, account name, or email address in the Search field and click the Go button. Tip: Any contacts already included in the To, Cc, or Bcc fields of the email will automatically appear within the Selections pane of the Email Address Selector window. Additional Resources: By default, LinkPoint Connect searches for Salesforce Address Book contacts based on Account Name, First Name, Last Name, or Email Address. LinkPoint360 can customize the Search Bar to include results from custom fields including secondary email addresses. Please contact the LinkPoint360 Support Team for more information. Select the relevant contact and click the To:, cc:, or bcc: buttons to add the contact as a recipient. Select a contact in the Selections pane and click the Remove button to remove them from the recipient list. Tip: Double click a contact in either the Search or Selection pane to quickly move it from one side to the other. Double clicking a search item will add it as a To: contact in the Selection pane. Add any additional contacts based on your search criteria. Note that all Salesforce contacts and leads that match your search hint and have an email address will be displayed. Click the Ok button to confirm the Selections. Note that the selections have been added to the corresponding fields within the outbound email. Finalize and send the email as you normally would.Download: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide Still need help? Contact our Support Team.