FAQs in this section
What is the Vtiger Outlook plugin?
What are the benefits of the Vtiger Outlook plugin?
What are the prerequisites that must be satisfied before installing Vtiger CRM Plugin for Outlook?
What will happen if I uninstall, reinstall the Vtiger Outlook plugin, and sync the records?
How can I install the Vtiger Outlook plugin?
How can I activate the Vtiger Outlook plugin from add-ins?
How can I update the Vtiger Outlook plugin?
How can I attach an email to a record from the outlook plugin?
How can I sync contacts in the Vtiger Outlook plugin?
How can I sync calendars in the Vtiger Outlook plugin?
How can I sync tasks in the Vtiger Outlook plugin?
How can I set up my preferences in the Vtiger Outlook plugin?
I am not able to locate the Vtiger CRM menu after installation in the Outlook plugin. What do I do?
Why is the Outlook Plugin is not loading in Outlook Addins menu even after installation?
Is the Vtiger Outlook plugin available in the Sales Starter edition?

How can I log in to the Vtiger Outlook plugin?

Upon installation, you will need to click Add-Ins > Vtiger CRM > Login to get started.
In the Login popup, you will need to provide the following details:
  1. Vtiger CRM URL - Log into your Vtiger CRM account and copy your URL from the address bar ― not all, but up to od1.vtiger.com.
  2. User Name - Enter your Vtiger CRM username. You can find it on the My Preferences page.
  3. Access Key - Enter you can find Access Key on the My Preferences page.
  4. Click Login.
Note: You can click on Auto Login at the start of the Outlook check-box to log into the Outlook plugin without needing to enter the details all over again.

To know more about the Microsoft Outlook plugin, click here.
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