Outlook Extension

Home > My Calendar

The Outlook Extension synchronizes your Vorex™ calendar with your Outlook calendar. This includes:

• Appointments
• Activities
• Tasks
• To-Dos
• Service Calls

Note: The Outlook extension only supports Outlook 2010 and later.

Installing the Extension

1. In Vorex™, select the Home > My Calendar page.
2. Click Download Outlook Extension.
3. Run the installer on the computer containing your Outlook application.
4. Start Outlook.
   • A new tab displays in your Outlook application.
5. Enter the following in the Settings > Login tab.
   • User Name
   • Password
   • Company Name
   • Click Save.

   

6. Set your preferences on the Calendar tab.
   • Enable Calendar Integration
   • Get Past Calendard Items
   • Get Future Calendar Items
   • When Opening Outlook
   • Calendar Options
   • Tasks
   • CRM Activities
   • To-Dos
   • Enable Automatic Update Every <N> Minutes
   • Click Save.
     • A 'data saved' confirmation message displays.