Outlook Mail Connector

Introduction

What is Outlook Mail Connector

Outlook Mail Connector is a Microsoft Outlook plugin (available in the Microsoft Store under the ...

Supported Email Accounts

Outlook Mail Connector works with any email account configured within Microsoft Outlook, regardle...

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

Download from Microsoft Store

Outlook Mail Connector is available free of charge in the Microsoft Store as a Microsoft Outlook ...

Installation and First Access

Once the vtenext Mail Connector add-in has been installed in Outlook, the plugin becomes availabl...

CRM License Activation

Free Plugin but CRM License Required

Outlook Mail Connector is available for free in the Microsoft Store under the name vtenext Mail C...

CRM-Side Installation and License Activation Procedure

To make Outlook Mail Connector operational, the corresponding component must be installed and act...

Login and Configuration

CRM URL and Credentials Entry

After installing the Outlook plugin and activating the license on the CRM side, users can log in ...

Logout and Session Management

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

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...

Permissions and Security

CRM Permission Replication in the Plugin

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

Email Data Handling and Privacy Considerations

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

Updates and Compatibility

Plugin Updates

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

Plugin Removal

Logout and Uninstallation

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