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What actions can I take in a contact record from the Vtiger Outlook add-in?

Table of Contents
You can perform the following primary actions on the contact record:
  • Click the Name of your Company to be redirected to the CRM.
  • Click the Contact Name to open the contact record in the CRM.
  • Click the Link icon to archive the email and attach the opened email to the related contact.
  • Click the Edit icon to edit the record. You can edit the first name, last name, email ID, organization, assigned to, etc., of a contact.
  • Click the Power icon to log out of your Vtiger CRM account. To log in again, open an email, and click Login.
To know more about Office 365 integration, click here.
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