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Logout e disinstallazione
Outlook Mail Connector può essere disconnesso o rimosso senza impatti sui dati già archiviati nel CRM vtenext. Logout dal plugin Il logout dal plugin: interrompe semplicemente la sessione di accesso al CRM; non modifica alcun dato già salvato; ...
New developers features in vtenext 26.04
In version 26.04 some additional changes have been made to the code to simplify the development of custom functionalities in certain areas. View the developer release notes.
Mailscanner (Mail Converter)
Several Mailscanner classes are now exendable via SDK::setClass: MailScanner MailScannerAction MailScannerInfo MailScannerRule MailScannerSpam MailScannerMailBox MailScannerMailBoxZend This allows for easier extensibility using our standard SDK. M...
VteSync (synchronizations)
VteSync connectors are now extendable via SDK::setClass so it's easier to add new functionalities or changing the field mapping. For example, to extend the WooCommerce connector: // classes are namespaced SDK::setClass('VteSyncLib\Connector\WooCommerce', 'W...
Record conversion
In the latest version the handling of record conversion (converting a Quote to a SalesOrder, or a SalesOrder to an Invoice...) has been generalized and centralized in a single place. The list of available conversion modes is now in the table vte_convertmodes,...
ListView extendability
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
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
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
What is Outlook Mail Connector
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 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
Supported Outlook Platforms
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
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 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
Download from Microsoft Store
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...