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.
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