Office 365 integration is available with Neetrix and once you have enabled it you will have new functionality to add people form an email straight in to your contacts with in Neetrix as well as adding people to en email from the system when composing an email. Some of the functionality you will find with in the Add-in are.
READING EMAIL
- Add contact
- View task
- View billing
- View notes
- View Jobs
- Add Notes
- Add Tasks
- Save email as Note
COMPOSE EMAIL
- Search Contacts
- Add to sender
- Add CC
- Add BCC
- Add template
- Save email as a note
To get started with our Office 365 email add-in with Outlook you will first need to add our manifest to your account and to do this you will need to follow the steps below.
1) Login to your admin area on office 365 and click add-ins (https://outlook.office365.com/ecp/)
2) Then click the add button
3) you then need to select "Add From URL"
4) You will now need to copy across our URL and press "install"
https://office365.neetrix.com/manifest.xml
5) Once you have done this you will see the Neetrix add-in within your list. Click on this to select it and then click the edit icon.
6) Once you are within the edit screen you can select how you want the add-in to work. We suggest you choose to have it set to "enabled by default".
Now that you have installed the manifest you will be able to start using Neetrix with in office 365. If you go to outlook online you will now see that Neetrix is an option when you click on your emails.
1) Go to an email on office 365 and you will now be able to click Neetrix
2) you will now be able to use the Neetrix app to interact with your contacts.
If you would like to use the Neetrix add-in to compose an email you can do so by using the following steps.
1) Create a new email and click add-ins
2) Then click on Neetrix
3) Your Neetrix add-in will appear.
