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Customer Forum

Linking Outlook and Workbooks

Workbooks Support Posted: 2011-08-10 13:35

Two of my colleagues use something called Outlook connector to link their emails into Workbooks but I can't do this.  Why not? 

Workbooks Support Posted: Thu, 11.08.2011 - 08:47

The Workbooks Outlook Connector is not part of the standard Workbooks offering and is sold as an extension to a licence.  So, it could be that your organisation hasn't bought the Outlook Connector extension for every user or, it could be that your System Administrator hasn't allocated this extension to you.

 

The best thing to do is to speak to your Administrator.  They can check your organisation's licence entitlement and how these have been allocated by clicking Start > Configuration > Users & Security > Licences & Modules.  If there are enough Outlook Connector extension licences available, your System Administrator can allocate one to you by opening your User record and checking the box next to the appropriate extension row.  You can find more information about setting up users here.