Install Mail Link

Audience:
person
• 2 minutes to read
 • 2 minutes to read

Mail Link connects Microsoft Outlook to SuperOffice CRM. It is a stand-alone installer and is not part of SuperOffice WebTools.

Note

From SuperOffice Online 11.11 with the NewEmailConnectivity feature toggle active in your tenant, SuperOffice CRM will not use Mail Link to send emails or invitations — even if Mail Link is installed. Email is handled directly in SuperOffice.

Download and install

  1. Go to downloadservice.superoffice.com and download the Mail Link installer (SuperOffice.MailLink.Setup.exe).

  2. Run the installer and follow the on-screen instructions.

  3. When the installation is complete, restart Outlook.

Configure in SuperOffice CRM

  1. Click the Personal settings icon in the upper-right corner and select Local settings.

    Personal settings menu in SuperOffice CRM -screenshot

  2. In the E-mail client field, select Microsoft Outlook.

    Local settings dialog with Microsoft Outlook selected -screenshot

  3. Click OK.

Configure in Outlook

  1. In the SuperOffice ribbon in Outlook, click the arrow next to the SuperOffice button to open the options dialog.

    SuperOffice ribbon in Outlook -screenshot

  2. Expand Advanced settings and paste your SuperOffice CRM URL in the URL for SuperOffice CRM field.

    Advanced settings with URL for SuperOffice CRM field -screenshot

  3. In the User name field, enter your SuperOffice user name and click Test connection.

    User name field and Test connection button -screenshot

  4. If prompted, authenticate via your browser and click OK.

    Browser authentication dialog -screenshot

  5. When you see Connection succeeded, click Close, then OK.

    Connection succeeded confirmation dialog -screenshot

Note

These steps also apply if Mail Link loses its configuration after a computer environment change, such as an OS update, new browser, or new computer.

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