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CRM Permission Replication in the Plugin
Outlook Mail Connector fully replicates the permission structure configured within the vtenext CRM. This means that users can only access within the plugin: the CRM modules they are authorized to view; the records they have permission to access; ...
Email Data Handling and Privacy Considerations
When an email is linked to the CRM using Outlook Mail Connector, the message is fully copied into the vtenext CRM. Specifically, the system stores: the complete email body; key message information (sender, recipients, subject, date); all includ...
Plugin Updates
Outlook Mail Connector is updated automatically through the Microsoft Store. No manual intervention is required from users to install new versions of the Outlook add-in. Updates may include: functional improvements; bug fixes; new features and...
Logout and Uninstallation
Outlook Mail Connector can be logged out from or removed without affecting any data already stored in the vtenext CRM. Logout from the Plugin Logging out of the plugin: simply disconnects the current session from the CRM; does not modify any previo...