This article guides users on how to add fields to the Navatar Outlook Connector. It provides step-by-step instructions to access customization settings, select and add fields, save changes, and refresh the Outlook sidebar to view updates.
Step 1: Click the ☰ (Menu) button in the header of Navatar Outlook Connector and then select Customization to open Customization settings page in your web browser.
Step 2: On the customization page, search the object name under the "Objects in Revenue Grid" and click on Detailed View to view the list of available fields to add.
Step 3: You can use the Filter field to search for the Navatar fields that are not currently added in the Sidebar. Click ‘+’ next to the field you want to add to the card. Click “Done”.
Step 4: Click “Save” on the customization page. You can also share the customizations with your colleagues using the option "Share my customization to other colleagues".
Step 4: Once you have made these customisations, please navigate to the outlook and refresh the sidebar to view the changes.