vtenext Mail Connector
από softCodex Swiss
An Outlook add-in that connects Outlook to vtenext CRM to automatically archive emails and their att
vtenext Mail Connector connects Microsoft Outlook to your vtenext CRM so you can archive emails and their attachments directly from your inbox, keeping a complete and searchable communication history inside the CRM.
Important: Use of this add-in requires an active vtenext CRM license and/or a paid subscription or associated service. Additional charges may apply depending on your CRM plan and enabled features.
Account requirement: this add-in is intended for organizations already using vtenext CRM. It is not designed for individual sign-up. Access requires an existing enterprise vtenext account configured by your organization. For more information about vtenext CRM services, please visit: https://www.vtenext.com
What it does
- Connects Outlook to vtenext with a simple, guided flow.
- Archives selected emails from Outlook into vtenext, preserving key details (subject, sender/recipients, date/time, and message content).
- Archives email attachments along with the message, so documents and files are stored together in the CRM history.
- Centralizes customer communication history inside vtenext to improve traceability and collaboration.
Who it’s for
- Sales teams who want a complete customer conversation record in the CRM.
- Customer service and support teams who need fast access to past emails and shared attachments.
- Account managers and back office who collaborate on the same customers and must avoid losing information in personal inboxes.
- Organizations using vtenext CRM that rely on Outlook as their primary email client.
Benefits
- One source of truth: emails and files are stored in vtenext, not scattered across individual mailboxes.
- Better continuity: team members can view the history even when ownership changes.
- Improved compliance and traceability: keeps communications and related documents linked to customer records.
- Less manual work: reduces copy/paste and file re-uploading, keeping CRM history up to date.
Use the add-in to ensure every important email and attachment is safely stored in vtenext, creating a complete customer timeline directly from Outlook.
Δυνατότητες εφαρμογής
- Δυνατότητα αποστολής δεδομένων μέσω Internet
- Η παρούσα εφαρμογή έχει τη δυνατότητα πρόσβασης σε προσωπικές πληροφορίες στο ενεργό μήνυμα, όπως το κυρίως σώμα, το θέμα, τον αποστολέα, τους παραλήπτες και πληροφορίες συνημμένων, καθώς και να τις τροποποιεί. Δεν είναι δυνατή η ανάγνωση ή η τροποποίηση άλλων στοιχείων στο γραμματοκιβώτιό σας. Εξετάστε την πολιτική προστασίας προσωπικών δεδομένων του προγραμματιστή για περισσότερες λεπτομέρειες σχετικά με τον τρόπο διαχείρισης και επεξεργασίας των προσωπικών πληροφοριών.