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Help Topic: Installing the New Outlook Addin


Welcome to the New Outlook Addin

The New Outlook Addin can be used on any version of Outlook from 2018 and above on Windows, Mac and Outlook Web.

This tutorial show you how to install the New Outlook Addin on Outlook for Windows however the instructions should be similar on all devices.

 

Uninstalling the Old Outlook Addin

If you have the old Outlook Addin installed, you can remove this first.  There are 2 key stages to fully removing the Outlook Addin before reinstalling.

Stage 1 – Removing the Addin from within Outlook

  1. Within Outlook click the “File” tab at the top of the screen and then click “Options” from the left hand menu
  2. In the Outlook Options window, select “Add-ins” on the left hand side
  3. You should see the TrackerRMS Outlook Addin listed in the Active Application Add-ins or Inactive Application Add-ins lists
  4. Click the “Go…” button at the bottom of the window to open the Add-ins list
  5. Select the TrackerRMS Outlook Addin from the list and click the “Remove” button, then click “Ok” and close Outlook
  6. Close Outlook

Stage 2 – Uninstall the Addin from your PC

  1. Open Control Panel or right-click the Windows button and go to Apps and Features on your PC
  2. In the list of programs, find the TrackerRMS Outlook Addin and select it in the list
  3. Then click the “Uninstall” option either next to it or at the top of the list

This will remove the Addin from both Outlook and the PC ready for upgrading or re-installing.

 

Installing the New Outlook Addin

To install the New Outlook Addin, follow these instructions:

  1. Open Outlook
  2. Click the Get Add-ins button on the Outlook toolbar



  3. In the search bar, type "TrackerRMS" and press [Enter] or select the "TrackerRMS for Outlook" option from the list



  4. Click the Add button to add the Add-in to your Outlook



  5. Once added you can click the Get Started > button to see how to use it
  6. Close the Get Add-ins window and click on any email in your Inbox where you will see the New Outlook Addin button



  7. Click the Show Taskpane button to open the Addin side pane and logon to your Tracker account using the pop-up window.  Enter your Tracker username and password in the fields provided and click the Sign In button.  This will link your New Outlook Addin to your Tracker account.



  8. Once logged on, your New Outlook Addin will automatically load with the details on the email selected, and selecting different emails will auto-load the side pane with all of the information found regarding that email:



  9. You can adjust the theme for the sidebar (between Light and Dark) by clicking the "cog" button, and you can keep the side pane open at all times if required by clicking the "pin" button, also in the top right