Safari Browser Extension

The SplendidCRM Extension for Safari is available with the Professional and Enterprise editions. To install the extension, simply drag the SplendidCRM_?????_Browser_Extension_for_Safari.safariextz file on top of Safari. You will be prompted to confirm the installation.

 

Once installed, a quick-access SplendidCRM icon will appear to the left of the address bar. The first step is to set the preferences for the Extension and specify the URL to the CRM. From the Safari Edit menu, select Preferences, then Extensions. Select the SplendidCRM Extension and add your credentials.

The main feature of the Extension is to allow archiving Gmail emails. Once you are viewing an email, you can click on the SplendidCRM icon on the address bar to open the SplendidCRM context menu.

The Archive Email page presents a searchable view of the CRM. You can search for the related Accounts, Contacts or Leads that you want to archive the email against. Multiple relationships can assigned simultaneously.