Outlook Mail Connector
Introduction
Compatibility and Requirements
Supported Outlook Platforms
Outlook Mail Connector is compatible with all Microsoft Outlook versions that support Microsoft a...
CRM Requirements
To use Outlook Mail Connector, an active vtenext CRM instance with an enabled Mail Connector lice...
Connectivity and Technical Requirements
Outlook Mail Connector requires an active connection to the vtenext CRM in order to function corr...
Plugin Installation
CRM License Activation
Login and Configuration
Operational Usage
Accessing the Plugin from an Email
Outlook Mail Connector is accessed directly from within an opened email in Microsoft Outlook via ...
Module Selection and Record Search
Once the Outlook Mail Connector plugin is open, users can select the CRM module to which the emai...
Linking Emails to the CRM
After selecting the appropriate CRM module and identifying the correct record, the email can be l...
Attachment Management
When an email is linked to the CRM using Outlook Mail Connector, any attachments included in the ...
Email Positioning in the CRM and Messages Relationship
Emails linked through Outlook Mail Connector are stored directly within the selected record in th...