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 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?
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 set up my preferences in the Vtiger Outlook plugin?

Follow these simple steps to configure key preferences:
  1. Click the Vtiger CRM drop-down.
  2. Click Preferences.
  3. Here you will see three tabs:
    • General - Under the General tab, you can set up the following preferences:
      1. Login - Enable the check-box Auto-login at the start of Outlook to log in automatically without having to enter login details.
      2. Attach Email - Enable the check-box Edit message while attaching the email to modify the email content before attaching the email to the desired module in Vtiger CRM.
      3. Conflict Resolution - Conflicts might occur while syncing records. To resolve conflicts, you can set up preferences well in advance.
      • Ask me - Decide upon conflict.
      • Outlook wins - Preference will be given to records in Outlook to records in Vtiger CRM.
      • Vtiger CRM wins - Preference will be given to records in Vtiger CRM to records in Outlook.
  • Synchronization - Under the Synchronization tab, you can set up the following preferences:
    1. Folder - You can select the folder to synchronize the records from. Generally, the parent folder is selected by default. You can also select the desired folder (even a subfolder) to synchronize records from or to the selected folder.
      1. Click on the Folder icon to select the desired folder.
      2. Click on the Cross mark icon to delete synchronization history.
    2. Settings - Default settings allow synchronization of personal records. However, if you do not want to synchronize personal Contacts, Calendar, and Tasks, you can disable the corresponding check-boxes.
    3. Sync Direction -You have complete control over the records you sync. You can configure the outlook plugin to sync records in whichever direction you need.
  • Other - Under the Other tab, you can set up the following preferences:
    1. Logs - If you encounter any issue while performing any operation within the Vtiger CRM Outlook plugin, we will suggest you send us the debug file. This file will help us to find out what’s going wrong, and it makes troubleshooting easy for us. Follow these simple steps to generate the debug file:
      1. Click the Vtiger CRM drop-down.
      2. Click Preferences.
      3. Click the Other tab.
      4. Enable the Enable to debug log checkbox.
      5. Click OK.
      6. Repeat the operation that was not working fine for you (Ex: Sync Calendar, attaching email, etc.)
      7. Come back to the Preferences page again. 
      8. Click Debug in the Other tab.
      9. It will generate a file. Give us the file, we will give the fix in return.
  1. Language - Vtiger CRM plugin for Outlook supports a list of languages. Select the desired language from the drop-down.
  2. Calendar Activity Type - Vtiger supports two types of calendar events: Calls and Meetings. Tasks in outlook are synced as to-dos in Vtiger. While Outlook meetings are synced as calendar meetings in Vtiger, you’ll need to configure what Appointments in outlook should be synced as. Depending upon your configuration, your appointments can be synced as calls or meetings in Vtiger CRM.
To know more about the Microsoft Outlook plugin, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube