Configuring NexJ Add-In for Microsoft Office using configuration dialogs
With NexJ Add-In successfully installed, it may need to be configured for your system and preferences.
Depending on settings specified by the application administrator, not all NexJ CRM configuration dialogs may be available on all systems.
- Use the NexJ CRM Options dialog to control attachment and follow-up preferences for emails saved to NexJ CRM.
- Use the NexJ CRM Advanced Options dialog to control attachment filtering and the removal of signatures and boilerplate text from emails saved to NexJ CRM.
- Use the NexJ CRM Settings dialog to configure NexJ CRM connection and login settings.
The application administrator can also use the registry editor to configure additional advanced settings.
Configuring NexJ Add-In using the NexJ CRM Options dialog
The NexJ CRM Options dialog lets you control attachment and follow-up preferences for emails saved to NexJ CRM.
To configure options:
The configuration changes are saved.
Configuring NexJ Add-In using the NexJ CRM Advanced Options dialog
The NexJ CRM Advanced Options dialog lets you control attachment filters and the removal of signatures and boilerplate text from emails saved to NexJ CRM.
To configure advanced options:
- Click OK.
The advanced configuration changes are saved.
Configuring NexJ Add-In using the NexJ CRM Settings dialog
If necessary, you can configure the application server and login settings by using the NexJ CRM Settings dialog.
To configure application server and login settings for NexJ CRM :
In the Server Name field, enter the name of the application server running NexJ CRM. For example,
http://nexjserver.com
In the Port (optional) field, enter the port number, as specified by the application administrator. The default port number is 80 for non-secure connections and 443 for secure connections.
In the Server Path field, enter the full path to the application server.
If you want to use a proxy application server, select Use Proxy and specify the details for the proxy application server in the corresponding fields.
Select the authentication method to use. If you select Use NexJ CRM Authentication, enter your NexJ CRM user name and password.
Click Test Login to test your configuration and confirm successful login.
Click OK to finish and log into NexJ CRM.