FAQs in this section
What is Office 365?
What are the benefits of using the Vtiger CRM with Office 365?
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 can 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 can I sync records between Office 365 sync and Vtiger CRM?
What is the Sync Log?
Why is the syncing between Office 365 and Vtiger CRM slow?
How can I log in to the Vtiger Outlook add-in?
How can I sync emails from Outlook?
What is the Vtiger Outlook add-in?
How do I install the Vtiger Outlook add-in?
Can I sync emails from Vtiger to Office 365?
Can I see the synced emails under the Sync Log?
Can I attach Office 365 emails to all modules?
How can I sync the replies of previous emails from Office 365?
What are the limitations of Office 365 API?
How can I sync the replies of previous emails from Office 365?
What can I do on a contact record in the Vtiger Outlook add-in?

What details can I view in a Vtiger Outlook add-in?

Below the contact details, you can see several options, using which you can view essential information and perform the following actions on a contact: 
  • Details - Click on ‘Details’ to view the contact information.
  • Timeline - Click on ‘Timeline’ to list all the activities made on the record. You can view the recent updates made, such as added events, comments, etc.
  • Activities - Click on ‘Activities’ to view the recent activities made on the contact record. You can click + to add a calendar event with the contact.
  • Emails - Click on ‘Emails’ to view all emails, including archived emails, related to a contact. You can view the entire content in the CRM by clicking on the Email icon.
  • Quotes - Click on ‘Quotes’ to view quotes related to the contact.
  • Invoices - Click on ‘Invoices’ to view invoices related to the contact.
  • Potentials - Click on ‘Potentials’ to view all the opportunities related to the contact. Click on + to create an opportunity. You can view the details of the opportunity in the CRM by clicking it.
  • Cases - Click on ‘Cases’ to view all the cases related to the contact. Click the + button to create a case. You can view the details of the case in the CRM by clicking it.
  • Comments - Click on ‘Comments’ to view related comments and post a comment.
  • Settings - Click on ‘Settings’ to enable or disable the options mentioned above.
To know more about Office 365 integration, click here.
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