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:

1. Open an email in Microsoft Outlook.

2. Access the Apps / Add-ins menu associated with the email.

3. 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.