Installation and First Access
Once the vtenext Mail Connector add-in has been installed in Outlook, the plugin becomes available within the email interface.
To access the plugin:
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Open an email in Microsoft Outlook.
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Access the Apps / Add-ins menu associated with the email.
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Select the vtenext Mail Connector icon.
When opening the plugin for the first time, authentication to the vtenext CRM will be required (see Chapter 5 — Login and Configuration).
The plugin can be accessed in the same way across Outlook Desktop, Outlook Web, and mobile versions.