video1.0<iframe src="https://www.loom.com/embed/fbcb954f212d47e5b5328d5486606990" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/fbcb954f212d47e5b5328d5486606990-c06953f912c2ec0d.gif122.666667This Loom demonstrates how to use the Access Charity CRM Outlook add-in to manage contacts and log emails. It shows how to create new contacts in Access Charity CRM by adding contact information and using an email address, and how the add-in checks whether the person is already a contact. It then explains logging incoming and outgoing emails by selecting the Log Email option, choosing the relevant contact(s), and entering description, priority, category, and the sent or received date before logging. After logging, the email is stored in Access Charity CRM and users can view contact details from the Contacts tab.