Search Results

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 ...

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...

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...

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...

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: ...

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...

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; ...

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...

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...

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...

Plugin for bidirectional synchronization between the vtenext Calendar and one or more calendars in your Google Calendar account, with the ability to create Google Meet meetings and automatically send participation invitations. Do you use Google Calendar and wa...

The module can be installed independently from Module Manager → Customize Modules → Import New Module, by selecting the provided ZIP package. If the plugin is already installed and the license is active, subsequent versions can also be applied through OTA upda...

Once the installa􀆟on is completed, it will be possible to access the license panel and global settings by entering the vtenext settings with an administrator user and opening the item Google Calendar Sync Plus. Settings Menu The panel displays the plugin licen...

The plugin requires the activation of a license, either trial or production, with Pantarei Informatica. This license can always be requested independently by clicking the Register button and filling in the required fields in the Form that appears as a PopUp.Th...

Once the license has been activated for the selected number of users, it will be possible to assign that license to the CRM users who will use the service. From the Users tab, a paginated table with search and filters is available: for each row, it is possible...

From the settings (Settings tab), it will also be possible to select the OAuth2 authentication mode towards Google: Proxy (default): authentication will take place through Pantarei Informatica servers, which will act as a bridge with Google Cloud. This mode is...

Another setting concerns the possibility of using Google Meet for sending Call links that will be automatically generated when selecting the "Video Call" field during event creation. The system administrator can choose whether to allow users to use the Meet pl...

Once the synchronizations have been activated, the admin will be able to check the latest logs from the Log tab to monitor any issues. The logs will also show any connection problems with the Pantarei License server. The viewer allows filters by type, text, an...