What's New in FrontEnd 4

Email Side-Panel

FrontEnd 4 supports a new tethered mode where CRM data is accessed and retrieved in real-time without the need to sync it first to Outlook.

In tethered mode, FrontEnd performs real-time searches for contacts on your CRM and retrieves the contacts' information and all their related records.
Particularly useful when you have a large amounts of contacts or if you prefer not to allow contacts sync with Outlook.
'Sync on Demand' feature allows you to sync CRM contacts to Outlook upon first retrieval.
Mixed-mode support, where some CRM modules are synced to Outlook while other are accessed on the CRM.
Client-side caching to optimize performance

Archive all emails in a conversation thread to CRM record(s)
Create rule to archive all future emails in a selected conversation
Ability to be much more granular in auto-archiving emails to specific opportunities / cases (topic-based)
Automatically adjust destination CRM records based on a variable set of recipients per email

Create rules to process inbound and outbound emails and perform actions:
- Archive emails to CRM
- Convert emails into CRM action items
Rules based on: contacts, leads, accounts, email addresses, words/phrases, or email conversations
Automatically archive to related CRM records
Create rules to automatically convert emails from contacts or leads into action items
Automatically create new cases from emails, and archive emails to cases and opportunities' records
Destination records can be determined at run-time based on the specific emails or specified in the rule.
Shortcuts to create rules based on selected messages

Enforce unified email templates across teams
Utilize CRM Email templates directly from Outlook when composing / replying to customer's emails
Merge CRM data directly with templates
Automatically populates CRM data based on email recipients
File attachments automatically attached from CRM
Verify merged email before sending

Convert your customers' emails into action items
Never forget to respond to a customer's email again
Increase productivity by streamlining the process of responding to customers' emails.
Organize, prioritize and track responses to emails
Stay on top of important customer interactions by using 'My Radar'
Create your own custom action items lists, e.g.: web site leads, requests for quotes, support emails etc.

Single Sign On Using SMAL authentication / LDAP
All settings can be configured and managed centrally by admin and published per team
Dynamic re-configuration as needs change
Enforce corporate security policies which CRM modules can be created / modified via Outlook (in addition to native CRM permissions)
Manage users' FrontEnd licenses via access to licensing portal