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Both sides previous revision Previous revision Next revision | Previous revision Last revision Both sides next revision | ||
addons:mail-addons:installation [2020-05-18 15:33] Katja Bregenzer |
addons:mail-addons:installation [2021-01-20 10:00] Thu Trang Tran |
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Follow these simple steps to get the mail add-on up and running. | Follow these simple steps to get the mail add-on up and running. | ||
- | ==== 1. API-user ==== | + | ==== 1. API-user |
Create an API-user and [[integration: | Create an API-user and [[integration: | ||
Line 12: | Line 12: | ||
| Company | | Company | ||
| Deal | X | X | | Deal | X | X | ||
- | | Dokument | + | | Document |
| History | | History | ||
| Person | | Person | ||
| Todo | X | X | X | | | | Todo | X | X | X | | | ||
- | ==== 2a. Install Outlook add-in ==== | + | ==== 2a. Install Outlook add-in |
There are two ways of installing the add-in for Outlook: | There are two ways of installing the add-in for Outlook: | ||
**Each user install the add-in individually** | **Each user install the add-in individually** | ||
+ | |||
+ | == Desktop client for Outlook 2013 or 2016 == | ||
+ | |||
- In the desktop client for Outlook 2013 or 2016, click on " | - In the desktop client for Outlook 2013 or 2016, click on " | ||
- In the webpage shown, press the plus-sign and select "Add from a URL". | - In the webpage shown, press the plus-sign and select "Add from a URL". | ||
Line 26: | Line 29: | ||
- Press next to install the add-in. | - Press next to install the add-in. | ||
- | {{: | + | == Outlook in the web == |
- | | + | {{: |
+ | | ||
- Press "Click here to add a custom add-in" | - Press "Click here to add a custom add-in" | ||
- Enter the following URL: https:// | - Enter the following URL: https:// | ||
- Press OK to install the add-in. | - Press OK to install the add-in. | ||
- | |||
{{: | {{: | ||
**A system administrator publish the add-in to all users** | **A system administrator publish the add-in to all users** | ||
- | |||
- | * Follow the instructions here for Office 365: https:// | ||
- | |||
- | * Follow the instructions here for Exchange 2013 and Exchange 2016: https:// | ||
* The URL to the manifest file is: https:// | * The URL to the manifest file is: https:// | ||
- | ==== 2b. Install Gmail add-on ==== | + | * Follow the instructions here for Office 365: |
+ | * https:// | ||
+ | |||
+ | * Follow the instructions here for Exchange 2013 and Exchange 2016: | ||
+ | * https:// | ||
+ | * https:// | ||
+ | |||
+ | * Follow the instructions here for Exchange Online: https:// | ||
+ | |||
+ | ==== 2b. Install Gmail add-on | ||
There are two ways of installing the Gmail add-on: | There are two ways of installing the Gmail add-on: | ||
Line 53: | Line 61: | ||
- Follow the instructions here: https:// | - Follow the instructions here: https:// | ||
- | ==== 3. Create configuration through admin-page ==== | + | ==== 3. Create configuration through admin-page |
- | In this step the system administrator (NOTE! | + | In this step the system administrator (NOTE! |
* Go to https:// | * Go to https:// | ||
- | * Enter the token that was sent to the administrator/ | + | * Enter the passcode |
+ | {{: | ||
* Go to the " | * Go to the " | ||
+ | {{: | ||
{{: | {{: | ||
- | * Enter the API-key and URL to the API (observe that the URL shall not contain '/ | + | * Enter the API-key and URL to the API (observe that the URL shall not contain '/ |
https:// | https:// | ||
Line 67: | Line 77: | ||
* Save the configuration. | * Save the configuration. | ||
* Go to the tab " | * Go to the tab " | ||
+ | {{: | ||
* After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected" | * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected" | ||
- | ==== 4. Enter access token in add-on ==== | + | ==== 4. Enter access token in add-on |
* Each user enter the access token through the add-on in Gmail (left picture below) or Outlook (right picture) and save before start using the add-ons. | * Each user enter the access token through the add-on in Gmail (left picture below) or Outlook (right picture) and save before start using the add-ons. | ||
{{: | {{: | ||
- | ==== 5. Calendar synchronization (for Office 365 users) ==== | + | ==== 5. Calendar synchronization (for Office 365 users) |
To use the calendar synchronization feature, each user needs to consent to Lime CRM getting acces to the updates in the users calendar. This is done by clicking the settings button and "Setup sync". | To use the calendar synchronization feature, each user needs to consent to Lime CRM getting acces to the updates in the users calendar. This is done by clicking the settings button and "Setup sync". | ||