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CRM URL and Credentials Entry
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...
Logout and Session Management
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 ...
Operational Usage
Accessing the Plugin from an Email
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...
Module Selection and Record Search
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...
Linking Emails to the CRM
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...
Attachment Management
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: ...
Email Positioning in the CRM and Messages Relationship
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...
Permissions and Security
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...
Updates and Compatibility
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...
Plugin Removal
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...
Google Calendar Sync Plus
Introduction
Plugin for bidirecƟonal synchronizaƟon between the vtenext Calendar and the calendars available in Google Calendar, with the possibility to create Google Meet links with parƟcipant invitaƟons.Do you use Google Calendar and want to keep it synchronized with you...
Installation
The module can be installed independently from Module Manager → Custom Modules → Import New Module, by selecting the ZIP package provided.