Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Last revision Both sides next revision
addons:mail-addons:installation [2020-08-21 10:20]
Thu Trang Tran Adding more clarification and pictures
addons:mail-addons:installation [2021-01-20 10:00]
Thu Trang Tran
Line 12: Line 12:
 | Company  | X     | X        |         | | Company  | X     | X        |         |
 | Deal     | X     | X        |         | | Deal     | X     | X        |         |
-Dokument | X     | X     | X  |         |+Document | X     | X     | X  |         |
 | History  | X     | X     | X  |         | | History  | X     | X     | X  |         |
 | Person   | X     | X     | X  |         | | Person   | X     | X     | X  |         |
Line 21: Line 21:
  
 **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 "File" --> "Manage Add-ins".   - In the desktop client for Outlook 2013 or 2016, click on "File" --> "Manage Add-ins".
   - 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.
  
-{{:addons:mail-addons:new_add-in_2.png?direct&300|}}+== Outlook in the web ==
  
-  - In Outlook on the web, instead click on the gear icon in the top right, and select "Manage add-ins."+{{:addons:mail-addons:new_add-in_2.png?direct&300|}} 
 +  - In Outlook on the web, instead click on the gear icon in the top right, and select "Manage add-ins." 
   - Press "Click here to add a custom add-in" and select "Add from URL".   - Press "Click here to add a custom add-in" and select "Add from URL".
   - Enter the following URL: https://mail.lime-crm.com/outlook_manifest.xml.    - Enter the following URL: https://mail.lime-crm.com/outlook_manifest.xml. 
   - Press OK to install the add-in.   - Press OK to install the add-in.
- 
 {{:addons:mail-addons:new_add-in_web.png?direct&400|}} {{:addons:mail-addons:new_add-in_web.png?direct&400|}}
  
 **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://support.office.com/en-us/article/Deploy-Office-add-ins-in-the-Office-365-admin-center-737e8c86-be63-44d7-bf02-492fa7cd9c3f 
- 
-  * Follow the instructions here for Exchange 2013 and Exchange 2016: https://technet.microsoft.com/en-us/library/jj943752 
  
   * The URL to the manifest file is: https://mail.lime-crm.com/outlook_manifest.xml.   * The URL to the manifest file is: https://mail.lime-crm.com/outlook_manifest.xml.
  
 +  * Follow the instructions here for Office 365: 
 +    * https://support.office.com/en-us/article/Deploy-Office-add-ins-in-the-Office-365-admin-center-737e8c86-be63-44d7-bf02-492fa7cd9c3f
 +
 +  * Follow the instructions here for Exchange 2013 and Exchange 2016: 
 +    * https://docs.microsoft.com/en-us/exchange/add-ins-for-outlook-2013-help
 +    * https://docs.microsoft.com/en-us/exchange/install-or-remove-outlook-add-ins-2013-help
 +  
 +  * Follow the instructions here for Exchange Online: https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/add-ins-for-outlook/add-ins-for-outlook
 +  
 ==== 2b. Install Gmail add-on //Customer// ==== ==== 2b. Install Gmail add-on //Customer// ====
 There are two ways of installing the Gmail add-on: There are two ways of installing the Gmail add-on:
Line 57: Line 65:
  
   * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address).   * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address).
-  * Enter the passcode that was sent to the administrator/superusers e-mail address. You dont need to save the passcode. Next time you need to log-in you can receive a new passcode to use.+  * Enter the passcode that was automatically sent to the administrator/superusers e-mail address after they entered their email adresses (check also your spam folder for a mail from no-reply@mail.lime-crm.com). You dont need to save the passcode. Next time you need to log-in you can receive a new passcode to use. 
 +{{:addons:mail-addons:configuration_login.png?direct&800|}}
   * Go to the "Configuration" tab and press "Create new".   * Go to the "Configuration" tab and press "Create new".
 {{:addons:mail-addons:configuration0.png?direct&800|}} {{:addons:mail-addons:configuration0.png?direct&800|}}
  • Last modified: 3 years ago
  • by Thu Trang Tran