Configuring the Cherwell Outlook Add-In in Microsoft Outlook

View, edit, and create CSM Business Object Records directly from Microsoft Outlook using the Cherwell Outlook Add-In.

To install the Cherwell Outlook Add-in:

1. Click Start>All Programs>Cherwell Service Management>Tools>Install or Uninstall Cherwell Outlook Add-In.
2. Click the Install button.
3. After the installation is complete, restart Outlook.

   A Cherwell Group appears in the Home tab on the Microsoft Outlook ribbon.

   Note: Uninstall the Cherwell Outlook Add-In using the Cherwell Outlook Installer Wizard. The Add-In can be disabled without uninstalling it (Microsoft Outlook>File tab>Manage Add-Ins).
4. Configure the Cherwell Outlook Add-in to connect to the CSM Database, link e-mails to CSM Business Objects, and monitor specified folders.