Configuring the Cherwell Outlook Add-In in Microsoft Outlook
View, edit, and create CSM Business Object Records directly from Microsoft Outlook using the Cherwell Outlook Add-In.
To install the Cherwell Outlook Add-in:
- Select .
- Select the Install button.
- After the installation is complete, restart Outlook.
A Cherwell Group appears in the Home tab on the Microsoft Outlook ribbon.
Uninstall the Cherwell Outlook Add-In using the Cherwell Outlook Installer Wizard. The Add-In can be disabled without uninstalling it ( . - Configure the Cherwell Outlook Add-in to connect to the CSM database, link emails to CSM Business Objects, and monitor specified folders.