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Aggiornamenti del plugin
Outlook Mail Connector viene aggiornato automaticamente tramite Microsoft Store. Non è richiesto alcun intervento manuale da parte dell’utente per l’installazione delle nuove versioni dell’add-in in Outlook. Gli aggiornamenti possono includere: migliora...
Logout e disinstallazione
Outlook Mail Connector può essere disconnesso o rimosso senza impatti sui dati già archiviati nel CRM vtenext. Logout dal plugin Il logout dal plugin: interrompe semplicemente la sessione di accesso al CRM; non modifica alcun dato già salvato; ...
What is Outlook Mail Connector
Outlook Mail Connector is a Microsoft Outlook plugin (available in the Microsoft Store under the name vtenext Mail Connector) designed to manually link emails and their attachments to the vtenext CRM. The plugin allows users to associate individual emails — b...
Supported Email Accounts
Outlook Mail Connector works with any email account configured within Microsoft Outlook, regardless of the email provider used. The plugin can therefore be used with: Microsoft 365 / Exchange Gmail IMAP/POP accounts Corporate email provide...
Supported Outlook Platforms
Outlook Mail Connector is compatible with all Microsoft Outlook versions that support Microsoft add-ins. The plugin can be used on the following platforms: Outlook Desktop for Windows Outlook Desktop for macOS Outlook Web (browser version) ...
CRM Requirements
To use Outlook Mail Connector, an active vtenext CRM instance with an enabled Mail Connector license is required. Specifically: The plugin must be activated on the CRM side by the official vtenext partner or consultant. A valid CRM user account is r...
Connectivity and Technical Requirements
Outlook Mail Connector requires an active connection to the vtenext CRM in order to function correctly. The plugin does not provide any offline mode or local caching: all email linking operations are performed in real time through the CRM connection. Therefo...
Download from Microsoft Store
Outlook Mail Connector is available free of charge in the Microsoft Store as a Microsoft Outlook add-in under the name: vtenext Mail Connector To install the plugin: Open Microsoft Outlook (desktop or web). Access the Add-ins / Apps section. S...
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. S...
Free Plugin but CRM License Required
Outlook Mail Connector is available for free in the Microsoft Store under the name vtenext Mail Connector, but its use requires an active license on the vtenext CRM side. Without this activation, the plugin — even if correctly installed in Outlook — cannot be...
CRM-Side Installation and License Activation Procedure
To make Outlook Mail Connector operational, the corresponding component must be installed and activated within the vtenext CRM. CRM installation name; full CRM URL; number of users to be enabled. Only requests submitted by certified vtene...
CRM URL and Credentials Entry
After installing the Outlook plugin and activating the license on the CRM side, users can log in directly from Microsoft Outlook. To authenticate: Open an email in Outlook. Access the Apps / Add-ins menu. Select vtenext Mail Connector. Ent...
Logout and Session Management
Outlook Mail Connector maintains an authenticated session with the vtenext CRM once login has been completed. Logout Users can log out of the plugin at any time. Logging out: simply disconnects the plugin session from the CRM; does not modify any ...
Accessing the Plugin from an Email
Outlook Mail Connector is accessed directly from within an opened email in Microsoft Outlook via the Apps (Add-ins) menu. To open the plugin: Open an email in Outlook. Access the Apps / Add-ins menu associated with the message. Select the vtene...
Module Selection and Record Search
Once the Outlook Mail Connector plugin is open, users can select the CRM module to which the email should be linked and identify the appropriate record. Module Selection Users can freely select the destination CRM module from those available according to the...
Linking Emails to the CRM
After selecting the appropriate CRM module and identifying the correct record, the email can be linked to the CRM. Email linking is always performed manually, one email at a time. To link an email: Select the destination CRM module. Select the appr...
Attachment Management
When an email is linked to the CRM using Outlook Mail Connector, any attachments included in the message are handled automatically by the system. No additional action is required from the user. Attachment Behavior Attachments associated with the email: ...
Email Positioning in the CRM and Messages Relationship
Emails linked through Outlook Mail Connector are stored directly within the selected record in the vtenext CRM. Specifically: the email is associated with the selected module (Companies, Contacts, Leads, Opportunities, Tickets, etc.); it is register...