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    Home  >   FAQs   >  How do I set up my preferences in the Vtiger Outlook plugin?
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    What is Office 365? What is the Vtiger Outlook add-in? What are the benefits of using the Vtiger CRM with Office 365? How do I install the Vtiger Outlook add-in? How can I log in to the Vtiger Outlook add-in? What is the Vtiger Outlook plugin? What are the benefits of using the Vtiger Outlook plugin? What prerequisites must be satisfied before installing Vtiger CRM Plugin for Outlook? What will happen if I uninstall the plug-in, reinstall it, and sync the records? How can I install the Vtiger Outlook plugin? How do 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 do I sync contacts between Vtiger and the Outlook plugin? How can I sync calendars between Vtiger and the Outlook plugin? How can I sync tasks between Vtiger and the Outlook plugin? I am not able to locate the Vtiger CRM menu after installation in the Outlook plugin. What do I do? Is Office 365 available in the Sales Starter edition? Is Vtiger CRM integration available in all editions of Office 365? Is Office 365 available by default in Vtiger CRM? How do I download and install Office 365 in Vtiger CRM? From where can I configure the sync between Office 365 and Vtiger CRM? How can I configure the sync between Office 365 and Vtiger CRM? How can I deactivate the Office 365 sync from Vtiger CRM? When can I start the synchronization between Office 365 sync and Vtiger CRM? How do I sync records between Office 365 and Vtiger CRM? What is the Sync Log? Why is the syncing between Office 365 and Vtiger CRM slow? How can I sync emails from Outlook to Vtiger CRM What are the limitations of Office 365 API? Can I sync emails from Vtiger to Office 365? Can I attach Office 365 emails to all modules? How can I sync the replies of previous emails from Office 365? How can I sync the replies of previous emails from Office 365? What details can I view in a Vtiger Outlook add-in? What actions can I take in a contact record from the Vtiger Outlook add-in? From where do I download the Microsoft Outlook plugin? What is the Microsoft Teams feature? What is the Vtiger CRM integration with Microsoft Teams? What are the benefits of Vtiger CRM and Microsoft Teams integration? How do I activate the Microsoft Teams and Vtiger integration? How do I install the Microsoft Teams Add-on? How do I install the Vtiger CRM app in Microsfot Teams? What are the actions possible in Microsoft Teams? Can I share records within the group I have created for my team in Microsoft Teams? How do I use the  Vtiger Bot in the Microsoft Teams Chat window (tab)? Can I deactivate Microsoft Teams in Vtiger CRM?  How do I uninstall the Vtiger CRM App from Microsoft Teams? How do I uninstall the Microsoft Teams add-on from Vtiger CRM? How do I activate Teams Meetings in Vtiger CRM? In which modules of Vtiger CRM is Teams Meetings available? How do I use Microsoft Teams Meetings in Vtiger CRM? How do I use Microsoft Teams Meetings from Vtiger's Events module? How do I use Teams Meetings in Vtiger's Contacts or Deals modules? How do I use Teams Meetings in my emails? How do I create a meeting using Teams meeting from Web Chats? How do I deactivate Teams Meetings in the CRM? How do I install the Microsoft Outlook add-on? How do I log in to Vtiger Outlook? What are the actions possible in Vtiger Outlook? How do I create a lead or a contact in Vtiger Outlook? What is Microsoft Outlook add-on? What can I do using Vtiger Outlook add-on?

    How do I set up my preferences in the Vtiger Outlook plugin?

    Table of Contents
    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, Calendars, and Tasks, you can disable the corresponding checkboxes.
      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. It will generate a file. Send the file to Vtiger, so we fix it for you. 
    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.
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