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Set Up Midaxo/Outlook Plug-In
- To enable the Midaxo Outlook Plug-in, select the Get Add-Ins option from the toolbar ribbon in Outlook.
- Type 'Midaxo' in the Search Bar and select Add to install the Midaxo/Outlook Plug-In.
- A new button will display in your Outlook Toolbar Ribbon with the Midaxo logo and the label "CRM".
- Select an email to log in Midaxo and hit the new CRM Plug-in.
- Upon the first use of the Midaxo/Outlook Plug-in, you'll be requested to select the instance (US or EU) that your data is hosted in.
- Select the appropriate instance and log back into the Midaxo platform.
- This one-time process will enable the Midaxo/Outlook Plug-in going forward.