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Installation of Office Suite

Notes : Before installing Office Contacts and Calendar Plugin, please use your vTigerCRM and Database Backup first.

1. Go to the Dashboard page and click on the Menu as shown in the screenshot below.
Installing office suite step-1
2. To open the “Settings” Page, Click on the CRM Settings as shown in the screenshot below.
Installing office suite step-2
3. In the CRM Settings, Open Module Management Menu, Click the Modules link as shown in tthe screenshot below.
Installing office suite step-3
4. In the Module Manager Page → Click on the Import Module From Zip Button.
Installing office suite step-4
5. In the Module Manager Page → Check the Checkbox Button for Terms and Conditions.
Installing office suite step-5
6. In the Module Manager Page → Click on the Select From My Computer Button to select zip file → Click on theSelect From My Computer Button to upload the Office suite Plugin(zip file).
Installing office suite step-6
7. On the Module Manager page → Click on the Import Button to install office Suite Plugin.
Installing office suite step-7
8. To accept the Terms and Conditions, Check the Checkbox Button → Click on the Import Now Button.
Installing office suite step-8
9. After Successful Installation → It redirects you to Module Manager and Now You can see Office suite Plugin is installed.
Installing office suite step-9
10. After Successful Installation you can see the link “CTOfficeSuite” on the Menu->Sales as shown in the below screenshot.

Dashboard

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Updated on December 27, 2024

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