Select Office Account, and select Manage Settings.If they are set to Block third-party cookies or Block all cookies (not recommended), then Affinity's Outlook add-in will not work.ĭesktop App - Missing or Disabled Add-in icon (for Windows/PC) Make sure your cookie settings are either Allow all cookies or Block third-party cookies in Incognito.Click Privacy and security, then click Cookies and other site data.On the top-right corner of your web browser, click the ellipsis (3-dotted icon), then click Settings.Problem: Missing or Disabled add-in icon? Web App - Checking your cookie settings To refresh, click the Refresh button on the address bar or press Cmd + R.Click Safari on the top navigation bar, then click Empty Cache, or press Opt + Cmd + E.Mac users - Press Cmd + Shift + R on your keyboard.Windows users - Press Ctrl + F5 on your keyboard.To reload, please follow steps below based on which browser/app you're using. The reload will help to retrieve of the latest version of the Outlook add-in. If met with a blank screen (see example below), you will need to empty your cache and perform a hard reload of the application. Troubleshooting Common Issues Problem: Blank Screen? Clear your cache Search for Affinity for Outlook, then download the add-in.
Mac users: Click the Tools tab at the very top of your screen, then click Get Add-ins.Windows users: Click the Files tab at the very top of your screen, then click Manage Add-ins.Now, open your Outlook desktop application to access your add-ins:.How to download Affinity for Outlook Add-in (Desktop App) How to use Affinity's Outlook add-in (Affinity for Salesforce).How to use Affinity's Outlook Add-in (Affinity CRM).Once you've successfully downloaded the add-in, check out one of the following based on whether you're using the Affinity CRM or Affinity for Salesforce:.Click open any email, then click the 3 dots to see Affinity for Outlook appear.Open any email, then click the ellipsis (3-dotted icon). Now, make sure to sign in to your Outlook account that has specific access to your Affinity instance.If you're an Affinity for Salesforce user, please make sure your Salesforce Admin selects which users are allowed access to Affinity's Pathfinder Chrome Extension (see Step 5 of the section titled How to install Affinity for Salesforce).If you're an Affinity CRM user, feel free to skip Step 2 below and move on to Step 3.How to download Affinity for Outlook Add-in (Web App) Affinity's Outlook add-in is only compatible for Outlook versions after Outlook 2016.Īffinity's Outlook add-in is only supported on the following browsers: Google Chrome, Microsoft Edge, and Safari.Interested in upgrading to Advanced or Enterprise? Please reach out to your Affinity point of contact or Affinity's Outlook add-in is only available for Office 365 and Exchange (On-Prem) accounts. Who can access Affinity's Outlook Add-in? Legacy Subscription Tiers Basic (Legacy) Desktop App - Missing or Disabled Add-in icon (for Mac).Desktop App - Missing or Disabled Add-in icon (for Windows/PC).Web App - Checking your cookie settings.Problem: Missing or Disabled add-in icon?.Problem: Blank Screen? Clear your cache.How to download Affinity for Outlook Add-in (Desktop App).How to download Affinity for Outlook Add-in (Web App).Who can access Affinity's Outlook Add-in?.Check out this article to ensure you have the prerequisites and understand how to troubleshoot common issues in case you cannot access the add-in. With the Affinity for Outlook add-in, Microsoft users can now take Affinity-related actions straight from their Outlook web and desktop apps.