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 log in to the Vtiger 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 attach an email to a record from the outlook plugin?

Follow these simple steps to attach an email to the corresponding record in Vtiger CRM:
  1. Select any email.
  2. Click on Attach Email.
  3. Select the desired module from the drop-down. 
  4. Click Select Field to search for different fields. Email IDs from the selected email will be populated in the search records text space. 
  5. Edit it and provide desired search criteria. 
  6. Click Search Vtiger CRM.
  7. Select a record from the results. 
  8. Click Attach.
If a record doesn’t exist in the search results, you will get a popup that says ‘No matching records in Vtiger CRM.’ You can then create a new record in Vtiger by clicking the Create button. On successful creation, a confirmation popup will appear.
 
Note:
  • Mandatory fields in the CRM record will be filled with a ‘??’.
  • Click the Edit Message tab to modify the email’s content before attaching it to the desired record in Vtiger CRM.

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