Using NexJ Add-In with Microsoft Outlook
NexJ Add-In integrates Microsoft Outlook with NexJ CRM. Using NexJ Add-In, you can save, view, and manage your emails, tasks, schedule items, and contacts.
Enabling add-in macros
When you start Microsoft Outlook, you may receive a security notice indicating that the application add-in has been disabled. To enable the NexJ Add-In functionality, click Trust all documents from this publisher. Making this selection enables the add-in in both Microsoft Outlook and Microsoft Word for this and all future sessions.
If you do not receive a warning prompt, and do not see the NexJ Add-In ribbon items in Microsoft Outlook, you may need to enable signed macros using the Trust Center options.
- In Microsoft Outlook 2007, these options are set in the Outlook Options window under .
- In Microsoft Outlook 2010, 2013, or 2016, these options are set in the Outlook Options window under .
Enabling and configuring options for saving emails to NexJ CRM or creating follow-up tasks
The processes for saving emails to NexJ CRM or creating follow-up tasks may vary depending on how your system is configured.
Not all possible options are enabled by default. For more information about enabling or configuring the following functionality, contact your application administrator.
Options for saving email or creating follow-up tasks
Functionality available when saving an email or creating follow-up tasks | Associated registry keys |
---|---|
Adding new contacts to NexJ CRM based on unrecognized email addresses | AllowAddContact |
Specifying the rep code associated with the new contact you are adding to NexJ CRM | HierarchicalSecurityEnabled |
Specifying the company associated with the new contact you are adding to NexJ CRM | RequireCompanyInAddContact, ShowCompanyInAddContact |
Filtering the contacts displayed in the NexJ CRM Lookup dialog by rep code or split rep code | RestrictEntitySearchByRepCode, RestrictEntitySearchBySplitRepCode |
Hiding or showing the types of related items in the Related section of the Save Email to NexJ CRM dialog | ShowCampaign, ShowEvent, ShowFunds, ShowOpportunity, ShowProducts, ShowServiceRequest, UseJadeModel, UseRubyModel, DetectApplicationVersion |
Limiting who can access the email activity in NexJ CRM | ShowSecurity Dialog |