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:

  1. From Cherwell Service Management in the Start menu, select Install or Uninstall Cherwell Outlook Add-In.
  2. Select the Install button.
  3. 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 (Microsoft Outlook > File tab > Manage Add-Ins.

  4. Configure the Cherwell Outlook Add-in to connect to the CSM database, link emails to CSM Business Objects, and monitor specified folders.