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Microsoft Outlook Plugin - Getting Started

Don Welsch

The ClickConnex MS Outlook Plugin is an installable plug-in (or Add-in) that provides users of Outlook 2010 and 2013 with integration to the PureEdge portal. Features include:

  • Click-to-Dial for Outlook contacts
  • Screen popups for incoming calls
  • Call Logging

If your account has been enabled to use the Outlook Plugin, you will need to download it from the PureEdge portal and install it on your PC.

Note: If using ClickConnex on a laptop or PC that goes into hibernate, you will need to restart Outlook after waking up the computer in order for ClickConnex to re-establish a connection with the server.

Installing Microsoft Outlook Plugin

  1. Log into the PureEdge portal
  2. Click the Microsoft Outlook Plugin icon 
    MS Outlook Plugin

  3. The App Detail screen displays. Click the Download button Screenshot_2018-03-06_13.24.30.png

  4. Once the file has finished downloading, navigate to the file's download folder and locate it
    Hint: the file will have a .msi file extension

  5. Double click the file to install it. The ClickConnex Setup box appears. Screen_Shot_2013-11-21_at_11.42.42_AM.png

  6. In the ClickConnex Setup box, click the Next button twice to confirm installation.
    Once the Plug-in has finished installing, you will receive an "Installation Complete" message

  7. Click the Close button in the Setup box

Configuring Microsoft Outlook Plugin

  1. Launch Outlook
    A Customization Installer box will prompt you for permission to install the plug-in 
    Screen_Shot_2013-11-21_at_11.42.57_AM.png

  2. Click the Install button in the Installer box
    You should now see "ClickConnex" among the Outlook ribbons 
    Screen_Shot_2013-11-21_at_11.43.16_AM.png

  3. Click on the ClickConnex tab
    The ClickConnex ribbon will now be visible
    ribbon.png

  4. In the ClickConnex ribbon, click the Settings button
    The Settings box appears
    Screen_Shot_2013-11-21_at_11.43.47_AM__1_.png

  5. Enter the login credentials you use to access the PureEdge portal

  6. In the Log Name As field, click the dropdown list and choose which information to display for all incoming calls:
    - Caller ID
    - Outlook Contacts

  7. Check the Incoming Popup Screen check box to enable screen pops (optional)

  8. Click the Save button in the Settings box
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