Troubleshooting NexJ Add-In

To see the new contact, search for them in Contacts workspace using their Outlook alias.

In this scenario, the contact may be missing an email address. Click the contact's Detail tab and make sure an email address exists in the Communications section. If it does, make sure it matches the email address specified in the email you are attempting to save.

To reset the prompt messages for saving files to NexJ CRM or viewing contacts in Microsoft Outlook:

1. In the Outlook Home tab, click the NexJ CRM Options Dialog Launcher button

   

   . The NexJ CRM Options dialog opens.
2. Click Restore Prompts.

 All the prompts for which you have selected Don't show this message again will be shown again when you use that functionality. All other preferences, options, and settings remain unaffected.

When multiple contact records for a single client exist in NexJ CRM, the email is saved to all matching instances of that contact.

To locate the contact:

1. In the summary table on your Tasks workspace in NexJ CRM, click the contact's name in the For column. The contact's profile appears.

To update the contact:

1. In the banner on the contact's profile, click the More Actions button and select Edit.
2. In the Edit Contact dialog that appears, change the contact's first name and last name as needed.

You will notice that the email address already exists in the Communications card on the Detail tab for the contact.

To merge the new contact with an existing contact:

1. In the banner on the contact's profile, click the More Actions button and select Merge into.
2. In the Select a contact dialog that appears, find and select an existing contact to merge with.

3. Click Continue and view the merge batch job status in the Batch Processes dialog.

   

   You can also access the Batch Processes dialog from the User settings menu in the toolbar.

Try doing the following:

1. Go to your computer's Control Panel.
2. Go to User Accounts.
3. Click the Advanced tab.
4. Click Manage Passwords.
5. In the dialog that appears, remove all stored user names and passwords.
6. Sign out of your account, and log back in.
7. Try connecting to the application server again using Windows Authentication.

If your computer's French language settings are properly configured, both the NexJ CRM groups and the NexJ CRM dialogs should appear in French.

To review or change your French language settings:

1. Go to your computer's Control Panel.
2. Go to Region and Language.
3. In the Formats tab, verify that the Format field is set to French.
4. Click the Keyboards and Languages tab.
5. Verify that the Choose a display language field is set to français.
6. Click Apply. You will need to log off and log back on for the changes to take effect.