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1989 total results found

ListView extendability

Developers New developers features in vtenext 26.04

The ListViewController class has been refactored to be more perfomant and easily extendable. For example, now it's much easier to add new icons into the Actions column: SDK::setClass('ListViewController', 'ListViewControllerCustom', 'modules/SDK/src/CUSTOMER...

CSV Import

Developers New developers features in vtenext 26.04

One of the classes used by the standard CSV Import (the one available from any module's ListView) has been made extendable via SDK::setClass and highly refactored to split the main method into smaller ones, to ease modification of specific behaviours: Impor...

Webforms

Developers New developers features in vtenext 26.04

The class WebformCapture is now extendable via SDK::setClass and the main method captureNow has been split up in several methods to facilitate modification of specific behaviours. For example, to force the value of a field with a dynamic value upon Lead creat...

Outlook Mail Connector

Introduction

Outlook Mail Connector

What is Outlook Mail Connector

Outlook Mail Connector Introduction

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 Introduction

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...

Compatibility and Requirements

Outlook Mail Connector

Supported Outlook Platforms

Outlook Mail Connector Compatibility and Requirements

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

Outlook Mail Connector Compatibility and 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 Compatibility and 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...

Plugin Installation

Outlook Mail Connector

Download from Microsoft Store

Outlook Mail Connector Plugin Installation

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

Outlook Mail Connector Plugin Installation

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...

CRM License Activation

Outlook Mail Connector

Free Plugin but CRM License Required

Outlook Mail Connector CRM License Activation

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

Outlook Mail Connector CRM License Activation

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...

Login and Configuration

Outlook Mail Connector