Overview
Introduction
Implicit Outlook Integration extends intelliflo office functionality and user experience into Outlook by:
- Providing financial advisors with contextual information and instant visibility into relevant intelliflo office information as they interact with their clients and leads via Outlook, enabling them to respond faster and more effectively.
- Streamlining and automating data flow from Outlook – including emails, documents and appointments – into intelliflo office.
The new integration is feature-rich yet intuitive and easy to use, seamlessly blending itself into advisors’ daily use of Outlook as natural part of Outlook—no extra steps, no learning curve, just smarter work.
As an Outlook side-panel running alongside email inbox, it automatically identifies clients’ and leads’ emails and provides real-time insights as users read or compose messages. Users can browse, search and view intelliflo office directly from Outlook including clients, leads, service cases, plans and tasks.
Implicit facilitates the flow of input data from Outlook to intelliflo office by providing a variety of tools for both manual and automatic archiving of emails, ranging from a single-click to advanced multi-record options and rule-based auto-email archiving engine. These tools ensure that every client or lead interaction is accurately logged and easily traceable in intelliflo office.
The deployment and management of the Outlook add-in has been greatly simplified with centralized administration through Microsoft 365.
The Implicit integration saves time and enhances advisors’ productivity by allowing them to focus on what matters most – strengthening client relationships.
Key Features
- Side-Panel – Runs alongside your inbox, automatically identifying client’s and leads’ emails and providing instant visibility into Intelliflo Office records, enabling you to respond faster and more effectively. It displays information about related clients, services cases, plans and tasks.
- Access intelliflo office Records – It saves you time by allowing you to view intelliflo office records directly from Outlook as well as provide robust browsing and searching capabilities across clients, leads and their related records.
- Email Archiving – Streamline data flow from Outlook including emails and documents into intelliflo office. Implicit for Outlook provides a multitude of tools to archive emails and attached documents from Outlook to intelliflo office, including ‘One-Click’ and an ‘Advanced Archiving’ tool with more flexible options, allowing you to select which intelliflo office records to archive against, and control how emails and attachments are archived in intelliflo office.
- Automatic Email Archiving – To further save you valuable time and help you meet regulatory requirements; Implicit for Outlook allows you to automate the process of email archival in intelliflo office by defining rules for auto-email archiving.
- Calendar Sync – Full two-way sync of Outlook / Teams calendars with intelliflo office.
Components
Implicit for Outlook consists of two components:
- Implicit for Outlook Add-in – This is a Microsoft 365 Add-in that is installed from Microsoft AppStore by either administrators on corporate accounts or by users on their individual accounts. It shows up as a side-panel in Outlook which becomes active when emails are selected and displays relevant Intelliflo office context for emails.
- Implicit for Outlook Desktop App – A Windows taskbar application that works in conjunction with the Outlook add-in to augment its functionality with background processing. The desktop app is installed by users directly from the Outlook side-panel or by administrators using silent network-based software deployment tools.
Trademarks
This section applies to all installation and user guides for Implicit Outlook integration for intelliflo office.
Implicit, the Implicit Logo, Implicit for Outlook and Implicit Sync and combinations thereof are trademarks of Implicit Inc.
intelliflo, intelliflo office, intelliflo store are a registered trademark of Intelliflo limited.
Microsoft, Microsoft Office, Microsoft Outlook, Microsoft Teams, Microsoft 365, and Windows are registered trademarks of Microsoft Corporation.
Other product names used in this publication are for identification purposes only and may be trademarks of their respective companies.
Disclaimer
This section applies to all installation and user guides for Implicit Outlook integration for intelliflo office.
The contents of this document are provided in connection with Implicit Inc. (“IMPLICIT”) and Implicit for Outlook product. IMPLICIT makes no representations or warranties with respect to the accuracy or completeness of the contents of this publication and reserves the right to make changes to specifications and product descriptions at any time without notice. No license, whether express, implied, arising by estoppel, or otherwise, to any intellectual property rights are granted by this publication. Except as set forth in Implicit for Outlook License Agreement, IMPLICIT assumes no liability whatsoever, and disclaims any express or implied warranty, relating to its products including, but not limited to, the implied warranty of merchantability, fitness for a particular purpose, or infringement of any intellectual property right. IMPLICIT’s products are not designed, intended, authorized or warranted for use as components in applications intended to support or sustain life, or in any other application in which the failure of IMPLCIT’s product could create a situation where personal injury, death, or severe property or environmental damage may occur. IMPLICIT reserves the right to discontinue or make changes to its products at any time without notice.