Once the adapter/extension has been installed – you will be required to create Corrensa account. The account is needed to connect VTiger and Outlook/Gmail plugin as well as allow you to customize the fields & layouts on the toolbar. You will also be able to manage users and get access to the documentation.
You need to log into extension before you can use the Outlook/Gmail plugin. During first login – your account will be pre-configured for first use.
Customize Plugin (Optional)
At the time you log into the adapter/extension – it will pre-configure Outlook/Gmail plugin to use standard VTiger fields and include mandatory fields, meaning that you will not need to do any configuration to start using Corrensa, however if you wish – you can do that in “Plugin Configuration” tab.
In addition, all VTiger users will be automatically enabled to use Corrensa. You will be able to change that in “User Management”.
Download & Install Plugin
Last step is to download the plugin which will directly integrate with Outlook, Gmail or Office 365 Email. Outlook users – will have to install an Outlook add-on, while Gmail & Office 365 users will require a Google Chrome browser and the extension that displays the Corrensa toolbar in the email.