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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...

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) ...

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...

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...

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...

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...

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...

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...

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...

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...