Corrensa - Office365 Summary View- Promo

Corrensa is a plugin connecting VTiger CRM to your Office 365 Email. The extension comes in the from of a toolbar/widget on the email interface and displays the information from VTiger with ability to view, edit & create records.

The installation process is very simple!

 

Sign up/Install VTiger Extension/Adapter

If you received an email with  instructions on how to install VTiger Extension for Office 365, it’s likely that your system/VTiger Administrator has already installed Corrensa Adapter/Extension on VTiger and you no longer need to do this. In this case, skip this step.

If you are just starting with Corrensa  – go to our “Get Started” page to download and install adapter/extension on VTiger.

 

Install Chrome Extension

Corrensa is only compatible with Google Chrome browser. It will not work on Firefox, IE or Safari.

  • Click on the link below, which will take you to Google Chrome Store.

https://chrome.google.com/webstore/detail/vtiger-gmail-office-plugi/cjflincdpnkojalcgfemcddkbclfoiff?hl=en\

  • Click +  ADD TO CHROME to install the extension.

AddToChrome

 

  • Once the extension has been added, refresh your Office 365/Outlook.com Email page and you will see Corrensa toolbar on the right. Expand it by clicking on the icon and input your VTiger URL/Link, Username & Password and start using it!

Promo_OWA_1086x814-EDITING-OPPT-768x576 (1)

 

That’s it! If you have any questions or issues getting it installed – please contact us!

Make sure to check out this this 3 minute video on how to use Corrensa!

YouTube video: https://www.youtube.com/watch?v=jG6zw_W3Sfo

 

Additional Information for Administrators

Corrensa is completely customizable – meaning that you can:

  • Add/Remove Custom Fields
  • Rename Fields & Blocks
  • Adjust the Layout/Field Order on the Toolbar
  • Configure Search Fields
  • Activate/Deactivate Users

You can find the documentation here: https://www.corrensa.com/documentation/

There’s also a tutorial video on how to Customize & Configure Corrensa: https://www.youtube.com/watch?v=lgvqtjoBK5w

Thanks!

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