Logo vtenext - softCodex Manual
Search Shelves Books Log in
Info
Content
Recent Books

Outlook Mail Connector

Outlook Mail Connector

Connettore di e-mail per vtenext tramite outlook Nome su Microsoft Store: vtenext Mail Connector

CSV Export Module

Guide to Export Management and CRM Module Field Mapping

NextCar

Questo manuale spiega come utilizzare NextCar, un sistema cloud che elimina completamente la cart...

Modulo Esportazione CSV

Presentazione del modulo per l'esportazione CSV dei moduli di vtenext tramite configurazioni pers...

vtenext Tips & Tricks

Modulo Fatturazione Avanzata

questo manuale è dedicato al modulo fatturazione avanzata. Il modulo è genericamente usato per l...

Recently Updated Pages

Requisiti CRM

Per utilizzare Outlook Mail Connector è necessario disporre di un’istanza attiva del CRM vtenext ...

CRM Requirements

To use Outlook Mail Connector, an active vtenext CRM instance with an enabled Mail Connector lice...

Logout and Uninstallation

Outlook Mail Connector can be logged out from or removed without affecting any data already store...

Plugin Updates

Outlook Mail Connector is updated automatically through the Microsoft Store. No manual intervent...

Email Data Handling and Privacy Considerations

When an email is linked to the CRM using Outlook Mail Connector, the message is fully copied into...

CRM Permission Replication in the Plugin

Outlook Mail Connector fully replicates the permission structure configured within the vtenext CR...

Email Positioning in the CRM and Messages Relationship

Emails linked through Outlook Mail Connector are stored directly within the selected record in th...

Attachment Management

When an email is linked to the CRM using Outlook Mail Connector, any attachments included in the ...

Linking Emails to the CRM

After selecting the appropriate CRM module and identifying the correct record, the email can be l...

Module Selection and Record Search

Once the Outlook Mail Connector plugin is open, users can select the CRM module to which the emai...

Accessing the Plugin from an Email

Outlook Mail Connector is accessed directly from within an opened email in Microsoft Outlook via ...

Logout and Session Management

Outlook Mail Connector maintains an authenticated session with the vtenext CRM once login has bee...

Recent Activity
Simone Laghi
Simone Laghi updated page Requisiti CRM
2 months ago
Simone Laghi
Simone Laghi updated page CRM Requirements
2 months ago
martini
martini updated page Requisiti CRM
3 months ago
martini
martini updated page CRM Requirements
4 months ago
martini
martini updated page Requisiti CRM
4 months ago
martini
martini created page Logout and Uninstallation
4 months ago
martini
martini created chapter Plugin Removal
4 months ago
martini
martini created page Plugin Updates
4 months ago

Shelves

Sort
Name
  • Name
  • Created Date
  • Updated Date

English

User manual for modules and plugins developed by softCodex in english

Created 5 years ago
Updated 5 years ago

Italiano

Manuali utente per moduli e plugin sviluppati da softCodex in Italiano

Created 5 years ago
Updated 5 years ago
Actions
Back to top