Note
Depending on your Network Permissions and Operating System, the Outlook Add-In may require Administrative Privileges and/or must be ‘Run As’ Administrator to install correctly.
Downloading the Outlook Add-In
- Download the Outlook Add-In Zip file:
- SatuitCRM v16.7 and later: Satuit Outlook Add-In - v3.0.596
- Right-click on the zip file and select "Show in folder"
Installing the Outlook Add-In ⏯
- Extract the files from the Zip file
- Right-click on the setup.exe file, and select Run as Administrator
- Follow the installation steps
- After the installation, it is necessary to go into Microsoft Outlook and ensure that the Add-In is enabled:
- Navigate to File → Options → Add-Ins → Manage COM Add-Ins → Go
- Check the checkbox next to SatuitCRM Outlook Add-In
- Click OK
Set-Up After Installation ⏯
In order for the Outlook Add-In to function properly, it must be configured to connect with your Satuit. Simply follow the steps below. After launching Microsoft Outlook, select the Add-Ins menu. To configure SatuitCRM Outlook Add-In setting in Microsoft Outlook to connect to Satuit:
- Click SatuitCRM or Add-Ins at the top of your email ribbon
- Click Satuit Technologies
- Select Settings
- Enter your company-specific URL (Example: https://www2.satuitcrm.com/companyname)
- Click Verify URL
- Now type in your Satuit Username and Password
- Click Test Connection
- Click Save
Note
If you are upgrading from a previous version, your settings may be automatically imported to the new installation, but we recommend reviewing all your settings and options after each installation.
Summary of the Outlook Add-In
The Satuit Outlook Add-In otherwise known as OAI allows you the user to push appointments, contacts, tasks, single emails, or up to 99 emails from Outlook into SatuitCRM.
Users are visually able to distinguish which emails have been added to Satuit by configuring a checkmark value. - Learn More
The Outlook Add-In allows each user to customize his or her experience when using the OAI to add emails to Satuit. Whether it is to manage your attachments, add new contacts, or make edits to the activity detail form. - Learn More
Real-time status, keep track of every appointment, contact, and task to avoid missed opportunities Set up the Outlook synchronization to synchronize your items from SatuitCRM.
The OAI also allows you to share information from SatuitCRM to Outlook with your colleagues. This could include the following:
- Informing your team that you just won a piece of business
- Invite attendees to a meeting
- Sending out a contract
For an in-depth insight into the full features and functionality of the Outlook Add-In, Learn More.
3-Minute Outlook Add-In Quick Start Guide ⏯
Uninstalling Older Versions of the Outlook Add-In
Uninstall any previous versions of the Add-In before installing the new version. Please consult your IT professional before attempting this installation
Within Outlook, please follow the steps below to uninstall a previous version of the Outlook Add-In:
- Navigate to File > Options > Add-Ins
- Select the Manage: COM Add-Ins option at the bottom of the screen and click 'Go...'
- On the following screen, select the Satuit Add-In and click 'Remove'