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Troubleshooting NexJ Add-In

The following is a list of possible questions that you might have, and their solutions.

How can I see the newly created contact in NexJ CRM?

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

I clicked Save to NexJ CRM and the email did not show up in the contact's Activity tab. What happened?

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.

I want to restore the prompts for which I had selected "Don't show this message again." How do I do that?

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.

Multiple contact records for a single client exist, which one does the email get saved to?

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

I'm assigned a new "Update or Merge contact" task. How do I do that?

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.
I have single sign-on configured with the application server running NexJ CRM, but Windows Authentication tells me that I'm using an invalid name or password. What do I do?

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.
I'm using French language settings, but some parts of the add-in are still in English. What do I do?

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 fran├žais.
  6. Click Apply. You will need to log off and log back on for the changes to take effect.



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