To enable the Outlook Plug-in for Midaxo, follow the steps below.
- In Outlook, select Manage Add-ins.
- Mac: This is found within the toolbar ribbon
- Windows: This is found within 'File'
- In the Search Add-ins bar, type in 'Midaxo'
- Select "Midaxo CRM".
- Click Add
- 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.
- On your first time using the Midaxo Outlook Plug-in, you will need to login to Midaxo:
- Select "Username and Password" or "SSO", depending on how you login to Midaxo.
- Select the appropriate instance: US or EU
- Login to Midaxo when prompted. You will use the same credentials you use to log into your Midaxo account.
Mac View:
Windows View: