vtiger CRM Outlook 2.0 Plugin Beta Released

[ashammi228]

The vtiger CRM Outlook plugin helps you sync your Outlook email, contacts, and calendar data with vtiger CRM. Over the years, we have made some minor updates to the original version of the plugin, which were provided by the open source community. Last year, we went back to the drawing board and rewrote version 2.0 from scratch on the .Net platform (the original plugin was developed in VB). With improved performance, interface, and stability, the new plugin will offer a much better experience to users. Apart from these benefits, we have also added new features to the plugin.

Feature improvements:

Emails can be taiwanese phone number format attached to contacts, accounts, leads, and vendors.
Search records based on any information, not just email
Support uploading larger attachment
Sync only contacts in your folder. This way, your personal contacts/events/tasks will not be synced.
Automatic login feature when user opens Outlook
Support for multiple languages.
The plugin now takes into account the logged-in user profile and applies the appropriate security settings.
Beta version:
We will release the final version of the plugin with vtiger CRM version 5.3 (expected in August). Beta version is now available for testing only

Quick Start Guide :


To test the plugin with vtiger CRM version 5.2.1, download and install the server patch of the Outlook 2.0 plugin. Detailed documentation on installing this version of the Outlook plug-in is available here [link removed]. The server-side changes are compatible with vtiger CRM 5.2.1 only.

Download and unzip the patch into the vtiger root directory.
Run the VtigerCrmOutlookChanges.php file
Download and install the Outlook plugin
You are now ready to test the new Outlook plugin.
Note:

We kindly ask users not to apply the fix on the production server as vtiger CRM will not be able to handle the upgrade to future versions.
Roadmap:

In 4-6 weeks we will release vtiger CRM 5.3 RC. With which the upgrade to the future version will be supported, if you want to use it on the production server, we ask you to wait for vtiger CRM 5.3 RC.



Download links:

vitger CRM plugin for Outlook 2.0 Beta - 32 bit

vitger CRM plugin for Outlook 2.0 Beta - 64bit

Server patch for versions 5.2.1

Documentation: For more information, see the \Outlook Plugin 2.0 [link removed] documentation page on the wiki.