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Email Data Handling and Privacy Considerations
When an email is linked to the CRM using Outlook Mail Connector, the message is fully copied into...
CRM Permission Replication in the Plugin
Outlook Mail Connector fully replicates the permission structure configured within the vtenext CR...
Email Positioning in the CRM and Messages Relationship
Emails linked through Outlook Mail Connector are stored directly within the selected record in th...
Attachment Management
When an email is linked to the CRM using Outlook Mail Connector, any attachments included in the ...
Linking Emails to the CRM
After selecting the appropriate CRM module and identifying the correct record, the email can be l...
Module Selection and Record Search
Once the Outlook Mail Connector plugin is open, users can select the CRM module to which the emai...
Accessing the Plugin from an Email
Outlook Mail Connector is accessed directly from within an opened email in Microsoft Outlook via ...
Logout and Session Management
Outlook Mail Connector maintains an authenticated session with the vtenext CRM once login has bee...
CRM URL and Credentials Entry
After installing the Outlook plugin and activating the license on the CRM side, users can log in ...
CRM-Side Installation and License Activation Procedure
To make Outlook Mail Connector operational, the corresponding component must be installed and act...
Free Plugin but CRM License Required
Outlook Mail Connector is available for free in the Microsoft Store under the name vtenext Mail C...
Installation and First Access
Once the vtenext Mail Connector add-in has been installed in Outlook, the plugin becomes availabl...
Download from Microsoft Store
Outlook Mail Connector is available free of charge in the Microsoft Store as a Microsoft Outlook ...
Connectivity and Technical Requirements
Outlook Mail Connector requires an active connection to the vtenext CRM in order to function corr...
Supported Outlook Platforms
Outlook Mail Connector is compatible with all Microsoft Outlook versions that support Microsoft a...
Supported Email Accounts
Outlook Mail Connector works with any email account configured within Microsoft Outlook, regardle...
What is Outlook Mail Connector
Outlook Mail Connector is a Microsoft Outlook plugin (available in the Microsoft Store under the ...
Logout e disinstallazione
Outlook Mail Connector può essere disconnesso o rimosso senza impatti sui dati già archiviati nel...
Aggiornamenti del plugin
Outlook Mail Connector viene aggiornato automaticamente tramite Microsoft Store. Non è richiesto...
Gestione dati email e privacy
Quando un’email viene collegata al CRM tramite Outlook Mail Connector, il contenuto del messaggio...