Outlook versions compatible with vtenext
With Outlook Plugin it is possible to obtain full compatibility between mail client and CRM.
It allows:
- synchronization of Master Data, Events and Tasks in a two-way way with vtenext;
- the connection of emails to the registry entities;
- the creation of new entities within selected modules.
The extreme flexibility of the configurations allows an high customization and allows the user to determine, for each module, the search fields (name, address, etc.).
The connection operations between e-mail and vtenext entities are immediate. By using the plugin, users who wish to continue using the Outlook client, or simply need to import their data into the CRM, can benefit from all the advantages offered by vtenext. The plugin is compatible with the following versions of Outlook:
| Outlook 2007 | Outlook 2010 | Outlook 2013 | Outlook 365 | ||||
| x86 | x64 | x86 | x64 | x86 | x64 | Compatibility not guaranteed based on the Office 365 version | |
| Windows 7 x86 |
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| Windows 7 x64 | |
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| Windows 8 x86 | |
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| Windows 8 x64 | |
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Login
Once the installation is complete, it is necessary to set the access credentials with domain, user name and password. All users registered in vtenext will be recognized and assigned. The plugin takes into account rules of access to confidential information, according to the individual user.
Connect e-mail to vtenext
All e-mails received can be linked to vtenext entities. The objects to be connected can be configured on the server side, including custom modules that are related to the vtenext Messages module. Add-ons are located at the top left of the client screen.
CONNECT EMAIL opens the search window for vtenext objects.
You can select the module and the records you want to connect the email and search for the fields of the highlighted form. For example, if you want to link the e-mail to a company, the search is done in the company fields.
Each user can independently configure the fields to be considered for the search through the SEARCH CRITERIA button.
Once the record has been identified through COLLEGA, the link that will be available in vtenext and stored in the CRM archive can be made.
An operation completed message will be displayed.
The email will be correctly connected to the entity selected in vtenext, and related to the MESSAGES module.
