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:

Open an email in Microsoft Outlook.

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

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.