To enable the Outlook Plug-in for Midaxo, select Manage Add-ins while in Outlook
- For Mac users, this is found within the toolbar ribbon
- For Windows users, this is found within 'File'
In the Search Add-ins bar, type in 'Midaxo'
Midaxo CRM is the correct option.
A new button will display in your Outlook Toolbar Ribbon with the Midaxo logo and the label "CRM".
Select an email to log into Midaxo and click on your new CRM Plug-in.
For your first time utilizing the Midaxo Outlook Plug-in, you will need to login:
First, choose either username and password or SSO. How you log into the plug-in is the same as how you log into your Midaxo account.
Next, select the appropriate instance: US or EU
Then, log into Midaxo when prompted. You will use the same credentials you use to log into your Midaxo account.
This one-time process will enable the Midaxo Outlook Plug-in going forward.