{"id":45819,"date":"2018-11-30T05:20:17","date_gmt":"2018-11-30T13:20:17","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=45819"},"modified":"2018-11-30T05:20:17","modified_gmt":"2018-11-30T13:20:17","slug":"how-to-create-a-record-in-topteam-using-topteam-outlook-add-in","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/45819\/how-to-create-a-record-in-topteam-using-topteam-outlook-add-in\/","title":{"rendered":"How to create a record in TopTeam using TopTeam Outlook Add-In"},"content":{"rendered":"<h2><span style=\"color: #014d87;\"><a id=\"post-45819-Step3\" style=\"color: #014d87;\"><\/a>Overview<\/span><\/h2>\n<p><strong>TopTeam Outlook Add-In<\/strong> helps you add records from <em>Microsoft Outlook<\/em> into your <em>TopTeam<\/em> repository.<\/p>\n<p>You can add records using one of these options:<\/p>\n<ul>\n<li>Add selection to TopTeam<\/li>\n<li>Save entire email to TopTeam<\/li>\n<\/ul>\n<h2><a id=\"post-45819-Step4\"><\/a><span style=\"color: #014d87;\">Who should read this?<\/span><\/h2>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h2><a id=\"post-45819-Step23\"><\/a><span style=\"color: #014d87;\">Option 1. Adding specific text as a new TopTeam record<\/span><\/h2>\n<p><img decoding=\"async\" class=\"wp-image-45820\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-25.png\" \/><\/p>\n<p>Select <strong>Add selection to TopTeam<\/strong> to add specific text from email as a record in <em>TopTeam<\/em>.<\/p>\n<h2><a id=\"post-45819-Step24\"><\/a><span style=\"color: #014d87;\">Option 2. Save entire email as a record in TopTeam<\/span><\/h2>\n<p><img decoding=\"async\" class=\"wp-image-45821\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-26.png\" \/><\/p>\n<p>Select <strong>Save entire email to TopTeam<\/strong> to add entire email as a record in <em>TopTeam<\/em>.<\/p>\n<h2><a id=\"post-45819-Step5\"><\/a><span style=\"color: #014d87;\">Alternately, you can use the toolbar buttons on the TopTeam tab of Outlook<\/span><\/h2>\n<p><img decoding=\"async\" class=\"wp-image-45822\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-27.png\" \/><\/p>\n<h2><a id=\"post-45819-Step25\"><\/a><span style=\"color: #014d87;\">For option 1 &#8220;Adding specific text as a new TopTeam record&#8221;, perform the following steps<\/span><\/h2>\n<h4><a id=\"post-45819-Step33\"><\/a>Step 1. Select an option to add record as Issue or Repository Artifact<\/h4>\n<p>&nbsp;<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-45847 alignnone\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/2018-11-30_18-42-48.png\" alt=\"\" width=\"837\" height=\"414\" \/><\/p>\n<p>For example, select <em>As Repository Artifact<\/em>.<\/p>\n<h4><a id=\"post-45819-Step9\"><\/a>Step 2. Add selection to TopTeam Repository wizard opens<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45824\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-64.png\" alt=\"1.png\" \/><\/p>\n<h4><a id=\"post-45819-Step18\"><\/a>Step 3. Enter TopTeam Web URL, choose Database and enter your TopTeam login credentials<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45825\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-65.png\" alt=\"1.png\" \/><\/p>\n<h4><a id=\"post-45819-Step20\"><\/a>Step 4. Select a Project and Record Type<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45826\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-66.png\" alt=\"1.png\" \/><\/p>\n<p><strong>NOTE: The drop-down menu for selecting a <em>Requirements Document<\/em> is enabled only if a <em>Requirements<\/em> record type has been selected.<\/strong><\/p>\n<h4><a id=\"post-45819-Step8\"><\/a>Step 5. View Record Preview<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45827\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-67.png\" alt=\"1.png\" \/><\/p>\n<h4><a id=\"post-45819-Step14\"><\/a>Step 6. TopTeam record is created, click a link to view the newly created record in TopTeam Web or TopTeam Desktop App<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45828\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-68.png\" alt=\"1.png\" \/><\/p>\n<h4><a id=\"post-45819-Step46\"><\/a>Step 7. Specify how you would like to create records in TopTeam<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45829\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-69.png\" alt=\"1.png\" \/><\/p>\n<h4><a id=\"post-45819-Step31\"><\/a>Step 8. Record is created and can be viewed in TopTeam Web<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45830\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-28.png\" \/><\/p>\n<h2><a id=\"post-45819-Step26\"><\/a><span style=\"color: #014d87;\">For option 2 &#8220;Save entire email as a record in TopTeam&#8221;, perform the following steps<\/span><\/h2>\n<h4><a id=\"post-45819-Step37\"><\/a>Step 1. Select an option to add record as Issue or Repository Artifact<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45831\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-29.png\" \/><\/p>\n<p>For example, select <em>As Repository Artifact<\/em>.<\/p>\n<h4><a id=\"post-45819-Step16\"><\/a>Step 2. Save email to TopTeam Repository wizard opens<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45832\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-70.png\" alt=\"1.png\" \/><\/p>\n<p><a id=\"post-45819-Step17\"><\/a><strong>Follow the steps explained in this article for Option 1 from Step numbers 3 to 4<\/strong><\/p>\n<h4>Step 3. Record Preview with entire email content in Title and Description fields displays<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45833\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-71.png\" alt=\"1.png\" \/><\/p>\n<h4><a id=\"post-45819-Step38\"><\/a>Step 4. Click a link to view the newly created record in TopTeam Web or TopTeam Desktop App<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45834\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-72.png\" alt=\"1.png\" \/><\/p>\n<p>Click <strong>Open<\/strong> in <em>TopTeam Web<\/em>.<\/p>\n<h4><a id=\"post-45819-Step32\"><\/a>Step 5. Record is created and can be viewed in TopTeam Web<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45835\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-30.png\" \/><\/p>\n<h2><a id=\"post-45819-Step43\"><\/a><span style=\"color: #014d87;\">Using Quick Add Record Window and recently used record types<\/span><\/h2>\n<p>Using <em>Quick Add Record Window<\/em> will help you add a record into <em>TopTeam<\/em> in less number of steps.<\/p>\n<p><strong>NOTE: If you are logged into <em>TopTeam<\/em>, this wizard will pre-populate previously specified data and display the record creation page.<\/strong><\/p>\n<p><strong>If you are NOT logged into <em>TopTeam<\/em>, it will ask you for login credentials and then the record creation page will be displayed with pre-populated data.<\/strong><\/p>\n<h4><a id=\"post-45819-Step40\"><\/a>Step 1. Open Preferences<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45836\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-31.png\" \/><\/p>\n<h4><a id=\"post-45819-Step41\"><\/a>Step 2. Choose Create record using Quick Add Record Window<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45837\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-73.png\" alt=\"1.png\" \/><\/p>\n<h4><a id=\"post-45819-Step42\"><\/a>Step 3. Select an email or specific text and right-click<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45838\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/word-image-32.png\" \/><\/p>\n<p>Select <em>As Business Requirement [BREQ].<\/em><\/p>\n<p><strong>NOTE: Recently used record types will also be displayed while creating records using wizard.<\/strong><\/p>\n<h4><a id=\"post-45819-Step44\"><\/a>Step 4. Add selection to TopTeam Repository wizard opens with pre-populated values for the selected Record Type<\/h4>\n<p><img decoding=\"async\" class=\"wp-image-45839\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/11\/1-png-74.png\" alt=\"1.png\" \/><\/p>\n<h2><span style=\"color: #014d87;\">See Also<\/span><\/h2>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/24914\/how-to-install-topteam-outlook-add-in-in-microsoft-outlook\/\">How to install TopTeam Outlook Add-In in Microsoft Outlook<\/a><\/p>\n<p>Revised: May 8th, 2018<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview TopTeam Outlook Add-In helps you add records from Microsoft Outlook into your TopTeam repository. You can add records using one of these options: Add selection to TopTeam Save entire email to TopTeam Who should read this? TopTeam Users Option 1. Adding specific text as a new TopTeam record Select Add selection to TopTeam to add specific text from email as a record in TopTeam. Option 2. Save entire email as a record in TopTeam Select Save entire email to TopTeam to add entire email as a record in TopTeam. Alternately, you can use the toolbar buttons on the TopTeam <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[197],"tags":[326],"class_list":["post-45819","post","type-post","status-publish","format-standard","hentry","category-topteam-add-ins","tag-outlook"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-bV1","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/45819","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=45819"}],"version-history":[{"count":8,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/45819\/revisions"}],"predecessor-version":[{"id":45848,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/45819\/revisions\/45848"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=45819"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=45819"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=45819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}