Configuring the Outlook Client

  1. On the Outlook Add-in, click the Service tab. This tab contains all of the features associated with the add-in.
  2. Click General Settings in the Outlook Add-in ribbon.
  3. Specify the connection information for CloudSuite Business .
  4. Specify the user name and password to use to access the system.
  5. Select Use Task Panes to display a reading pane of service information when viewing emails.
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