3E MatterSphere – What Information is on a Client Record?
If you notice that the connect to MatterSphere icon is not showing in Word or Outlook, follow the instructions below to enable the Add In again:
In either Word or Outlook, click the File menu and then Options.
Click the Add-Ins option at the bottom left of the screen.
Ensure that COM Add-Ins is displayed in the Manage field at the bottom of the screen and click Go.
Tick the ‘OMSOffice2007′ box and click OK.
You should now see the MatterSphere Connect icon at the top left of the screen.
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