How to guide to use Gmail Addon with Vtiger CRM
Launch the addon sidebar by selecting the Smack Vtiger Addon. Note that you always see Open an email message whenever no email thread is open like below. This is not an error.
- Always select and open an email thread to see the results in addon.
- Whenever an email thread is opened, addon will fetch and list all emails from thread header information
- Note emails from mail bodies are skipped
- Select an email from the list to load the details
- If the email is already associated with vtiger, details are shown.
- A list of all related modules are loaded
- Select a module to load the info if any available in vtiger is shown as below image
- You can also see for each email by selecting one by one.
- Whenever an email is not associated with Vtiger CRM you can use the "Create New" option
- Select a module from the drop down, Contact or Lead module and click create new
- In the next step, module fields are loaded based on your selection
- Note, all mandatory fields are loaded in top section to improve usability
- Fill all the required fields and click to save
- You can see the results loaded