This will auto-install the Addin Files from the internet. Then click the link below to begin installation. Important: If you already have the old Addin in your Outlook then please first remove and unistall this (see section below on Removing the Outlook Addin)īefore installing the Outlook Addin v2, please ensure you close Outlook first. Open your settings page where you can enter your account details and set auto-syncronisation settingsĭownloading and Installing the Outlook Add-in.Send the email to the TrackerRMS Support Agent to attach to an existing Ticket’s dialogue.Simply send the email to the TrackerRMS Mail Agent where it will process it automatically to the correct records.Track only the attachments on the email to any record in TrackerRMS.Track the entire email to any record in TrackerRMS.Create a new Ticker in TrackerRMS based on the contents of the email and assigned to the sender’s contact record.
#Uninstall teamviewer from outlook update#
Create or update Candidate records in TrackerRMS based on the email containing 1 or more Candidate CV/Resumes.Create a new Job based on the email containing a Job Specification attachment (also known as xSpeced).Create a new Lead in TrackerRMS based on the contents of the email and assigned to the sender’s contact record.Create a new contact in TrackerRMS from the senders name and email address.Rather than having to constantly open emails in order to action them, the new toolbar found at the top of the View Panel has all the actions you need to process the item you are looking at:įrom this toolbar you can now action the following (from left to right) What’s more, clicking on any of the listed items will show you a preview of that record so you won’t need to open Tracker to read previous emails, or the description of a Job. You can also see all Leads, Jobs, Opportunities, Assignments/Projects and Tickets you have with that person, all within Outlook. This panel looks up the sender’s email address on Tracker and presents you with all of the key information from TrackerRMS including their contact details, photo as well as listing the last 10 Activities you had with that person. We have introduced a new view panel which can be docked anywhere inside or outside of Outlook that automatically populates each time you select an email in your Outlook folders. Please note, the Outlook Add-in will not work with Outlook Webmail or Outlook on iOS.
#Uninstall teamviewer from outlook windows#
This Add-in is compatible with Microsoft Outlook 2013 (including Office365) and above on the Windows operating system. The TrackerRMS Outlook Add-in installs on your local machine and provides you with highly useful functions that integrate seamlessly with your TrackerRMS system. Downloading & Using the Outlook Addin TrackerRMS Outlook Addin v2
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