The most recent release of the NexJ Add-In for Microsoft Office is 4.6.2, and contains the following:
- nexj-office-setup-4.6.2.exe (NexJ Add-In for Microsoft Office 4.6.2 setup executable)
- release_notes_addin.pdf (NexJ Add-In for Microsoft Office 4.6.2 Release Notes)
Full documentation, including the user guide and setup guide can be found online at https://documentation.nexj.com/. Direct links for this version of NexJ Add-In are provided here:
Your system must meet the following requirements to use the NexJ Add-In for Microsoft Office.
Minimum Software Requirements
- Windows XP, Windows 7, Windows 8, Windows 8.1, Windows 10
- Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2013, Microsoft Office 2016, Microsoft Office 365
- Microsoft .NET Framework 4, Microsoft .NET Framework 4.5, Microsoft .NET Framework 4.6.2
Some additional Microsoft software patches may be required depending upon your environment.
Ensure that you have updated the .NET Framework to the most recent supported version.
The following new features have been added to this release of NexJ Add-In for Microsoft Office.
Disabling NexJ Add-In commands from Outlook Reading Pane
You can now disable the default ability of users to see and use NexJ Add-In commands from the ribbon in the Outlook Reading Pane, without opening the message in a new window.
Set this behavior using the new ReplyFromReadingPane registry key. For more information, see Configuring NexJ Add-In for Microsoft Office using the registry editor.
Support for NexJ CRM Cloud deployment
NexJ Add-In can now be used alongside Cloud deployments of NexJ CRM, making use of OAuth access delegation.
Disabling the monitoring of Outlook item type
You can now choose when NexJ Add-In validates whether an Outlook item is supported. NexJ Add-In does not support Outlook items that are not email messages, such as meeting requests or meeting replies.
By default, NexJ Add-In validates the Outlook item type when it is selected. If it is not an email message, NexJ Add-In buttons in the Outlook ribbon are disabled.
Alternately, NexJ Add-In buttons continue to be enabled in the Outlook ribbon when any item is selected. When an action is taken, an error message is displayed if any of the selected items are not email messages. This option may improve performance.
Set this behavior using the new EnableOutlookEvents registry key. For more information, see Configuring NexJ Add-In for Microsoft Office using the registry editor.
Support for Microsoft .NET 4.6.2
This version of NexJ Add-In was compiled on the Microsoft .NET Framework version 4.6.2.
Support for TLS 1.2
NexJ Add-In now supports Transport Layer Security (TLS) version 1.2.
TLS protocol versions prior to 1.2 are deprecated.
Compatibility with NexJ CRM 6.x
NexJ Add-In is now compatible with NexJ CRM 6.x, with the exception of the HierarchicalSecurityEnabled registry key which requires 7.x or later.
Support for Microsoft Office 365
NexJ Add-In can now be used with Microsoft Office 365, 64-bit.
Updated UI text
The assistive text provided in the Select from My Service Requests window has been updated to provide better guidance.
Improved UI behavior for defining task follow-ups
The Start, Due, and Reminder fields for creating a task follow-up now preserve key time periods when they are updated. Specifically, when you change the start date, the due date and reminder date also change to maintain the time between them and the start date. Additionally, if you change the end date, the reminder date will also update to preserve the time between it and the end date.
Option for extended name searches
You can now configure the name search behavior in NexJ Add-In for Microsoft Office so that a simple string (one without spaces or commas) searches both the first and last name of contacts for matches. Configure this functionality through the EnableExtendedSearch registry key. The default behavior is to search only the last name of contacts for a match.
Better scoping of stage options when searching for opportunities
When searching for opportunities within the Add-In, only those stages that are marked as active within the Opportunity Stages (SOPPTSTAGE) enumeration within the Admin Console are displayed.
Ability to set default state for the Due checkbox in the Create Task Follow-up window
You can now configure the Due checkbox in the Create Task Follow-up window so that it is selected by default when creating a task follow-up. Set this behavior using the new DefaultTaskDueDate registry key. If you do not set the key, the checkbox defaults to the cleared, or unselected, state.
Coordinated filtering of rep codes and splits
The configuration options of the File With functionality have been expanded to allow the following behavior for clients who use rep codes and splits to filter the values available in the For field.
If you filter your contact list by rep code and split in NexJ CRM, then when you use the File With function in NexJ Add-In for Microsoft Office, the For field selection dialog will open with the RepCode and Split fields already populated with the same values that you used in your NexJ CRM search.
This feature provides a significant performance improvement for clients using rep codes and splits to classify and filter their contact lists.
Configure this feature using the following registry keys:
Windows 10 support
NexJ Add-In for Microsoft Office now supports the Microsoft Windows 10 operating system.
Restricting entity search by user entitlement
When a user is saving an email to NexJ CRM or creating a follow-up task, they can now restrict the contacts, companies, or households that are displayed in the NexJ CRM Lookup dialog based on a rep code or a split rep code. When a user specifies a rep code in the new Filter field in the NexJ CRM Lookup dialog, only the contacts, companies, or households associated with that rep code or split rep code are displayed.
Support for this functionality is enabled by the RestrictEntitySearchByRepCode or RestrictEntitySearchBySplitRepCode registry keys.
Filtering opportunity search
When a user is saving an email to NexJ CRM or creating a follow-up task and wants to add a related opportunity, they can now filter the opportunities that can be selected from the Opportunities dialog to quickly find the desired ones. Users can filter opportunities by text in the opportunity description, opportunity stage, or by using a predefined filter.
Controlling the visibility of related items
You can now control which opportunities, campaigns, events, funds, and service requests are visible in the Related section of the Save Email to NexJ CRM dialog.
The following new registry keys have been added:
You can use Scheme code in these fields to customize the visibility of the items related to the field. For example, to set the opportunities field to display only those opportunities readable by the user, enter
(@ readable)|true in the AdditionalOpportunityWhereClause registry key.
Associating NexJ Add-In with the correct version of NexJ CRM
To avoid unexpected interactions between incompatible versions of NexJ Add-In and NexJ CRM, a new registry key has been introduced. Set DetectApplicationVersion to 1 to ensure compatibility between NexJ Add-In and your version of NexJ CRM.
Work with your NexJ service representative to ensure you are using this setting correctly.
Support for this functionality is only available in the following versions of NexJ CRM :
- 22.214.171.124 and any later releases
- 126.96.36.199 and any later hotfixes
- 188.8.131.52 and any later hotfixes or service packs
If this functionality is not supported in your version of NexJ CRM, continue using the UseRubyModel and UseJadeModel registry keys, in consultation with your NexJ service representative.
Improved ability to specify security for email messages saved to NexJ CRM
Users can now set the security level for an email message before it gets saved from Microsoft Outlook to NexJ CRM. In addition to making an email message accessible to all users, email messages may be saved to NexJ CRM with access limited to a list of individuals or with access limited to just the person saving the email message. The security options available in NexJ Add-In synchronize with the security options in NexJ CRM.
Support for this functionality is enabled by the ShowSecurityDialog registry key.
If the security model for NexJ CRM is customized, you may need to contact your NexJ representative to ensure that it is configured appropriately to interact with NexJ Add-In.
Registry key added for compatibility with NexJ CRM 8.0 or later
A new registry key, UseRubyModel, has been added to enable NexJ Add-In to work properly with the updated model used by NexJ CRM. These changes are related to associating tickers with email messages and tasks.
Ability to track email activities as touches in NexJ CRM
In service level management, touch types represent a form of communication or interaction with a contact. If your administrator has enabled this functionality, you can now select a touch type when you save an email to NexJ CRM using the File With or Send & File With functionality. The corresponding email touches are tracked in the NexJ CRM Service Level Management dashboard.
This functionality is enabled by the ShowSLMTouchTypes registry key.
Ability to add an unrecognized email address to an existing NexJ CRM contact
If there are any unrecognized email addresses in an email message and if this functionality has been enabled by the application administrator, the Select contacts to add to NexJ CRM dialog may appear when saving the email message to NexJ CRM. You can now use this dialog to associate the unrecognized email address with an existing contact in NexJ CRM, instead of creating a new contact.
Support for this functionality is enabled by the EmailMergeEnabled registry key.
Ability to specify security for email messages
To limit who can access email activities in NexJ CRM, you can now specify the security for an individual email saved to NexJ CRM, as well as the default security for all incoming and outgoing emails saved to NexJ CRM.
Support for this functionality is enabled by the ShowSecurityDialog registry key.
Support for NexJ Add-In functionality from the Reading Pane
Microsoft Outlook 2013 introduced inline reply functionality, enabling users to compose replies and forward messages from the Reading Pane. The Microsoft Outlook Message ribbon now contains the NexJ CRM group, which enables you to use NexJ Add-In functionality while replying or forwarding a message from the Reading Pane.
Ability to specify an existing company when adding a contact to NexJ CRM
In the Select contacts to add to NexJ Contact dialog, which appears when you are using the Save, File With, Create Follow-Up, or View Contact functionality, you can associate an existing company with the contact you are adding to NexJ CRM.
Support for specifying the company, which can be either optional or required, is enabled by using ShowCompanyInAddContact and RequireCompanyInAddContact registry keys.
Support for email classification
If you add a classification to an email in Microsoft Outlook, the email classification is now reflected in NexJ CRM. In NexJ CRM, the email classification is displayed in the email activity log in the contact's journal.
Support for email classification is enabled by using the UseEmailClassification registry key.
Support for Microsoft Office 2016
NexJ Add-In can now be used with Microsoft Office 2016.
The following issues have been resolved in the current release of NexJ Add-In for Microsoft Office.
Users of certain versions of Microsoft Outlook used to experience an issue when performing an automatic spellcheck prior to sending or saving an email message. The new
EnableSecondarySpellCheck registry key has been added in this release to prevent this issue from occurring. In those specific versions of Microsoft Outlook, enabling the registry key ensures that both the email subject and the email body are spellchecked as required. Most versions of Microsoft Outlook are unaffected by this issue.
An issue which caused a conflict in environments with multiple add-ins under certain circumstances has been resolved.
Prior to this release, when the LogTraceToEventViewer registry key was enabled, users were unable to save extremely long emails to NexJ CRM. This issue has now been resolved.
In a previous release, users as well as contacts were displayed in the Contact tab in the NexJ CRM Lookup dialog even when the ShowNoUsersInContactPicker registry key was enabled. This issue has now been resolved.
To improve usability, the placement of buttons in NexJ Add-In dialogs has been made more consistent.
When searching for users, you can now use "firstname lastname" and "lastname, firstname" search patterns, as expected.
In a previous release, an unexpected Outlook error appeared under certain circumstances. This issue has now been resolved.
The household list presented when using the Send & File with function now consistently sorts alphabetically by default.
If you make a change to the Default Reminder time for the To Do template in the Admin Console, that value is now reflected in the default value of the Reminder time when creating a task follow-up in the Add-In. Users must restart Microsoft Outlook for the changes to take effect.
The Add-In installer behavior has been updated so that the MaxAttachmentSizeInBytes registry key is set as a REG_DWORD type rather than a REG_SZ type. The registry key reference documentation has also been updated to reflect this change.
An issue has been resolved that had caused the Send and Save functionality to fail when email properties were modified by 3rd-party add-ins.
An issue with configuring the LogTraceToEventViewer registry key has been resolved. Previously, configuring this registry key was time consuming for users. This registry key is now enabled by default.
An issue with splitting Individual IDs in the FA ID field has been resolved. Previously, when you selected a different Individual ID in the FA ID field, the Splits field did not update correctly. The splits from the selected Individual ID are now displayed.
An issue with syncing email messages to NexJ CRM has been resolved. Previously, when you created a new email and clicked Send & Save or Send & File With, the email did not save to NexJ CRM. This no longer occurs.
An issue affecting NexJ Add-In in Microsoft Outlook has been resolved. Previously, in the For field, if you opened the NexJ CRM Lookup dialog and pressed Enter to add a contact, the dialog closed. This no longer occurs.
An issue affecting NexJ Add-In in Microsoft Outlook has been resolved. Previously, in the For field, if you opened the NexJ CRM Lookup dialog and typed in the search field, the dialog became unavailable. The dialog now remains available when you type in the search field.
An issue around unexpected information being displayed in the Rep Code Selection dialog has been corrected, and the labels in the selection dialogs have been revised for clarity.
As issue that sometimes occurred when users tried to add a related opportunity while saving an email to NexJ CRM or creating a follow-up task has been resolved.
An issue affecting the Send and Save functionality has been addressed. Previously, the Send and Save function could behave inconstantly if a user was logged into the system on multiple devices concurrently.
Users with very large numbers of contacts in their Microsoft Outlook Suggested Contacts list may encounter performance issues when using the save actions provided by NexJ Add-In.
To address this issue, a registry key, CreateSuggestedContact, has been introduced to allow you to configure whether NexJ Add-In should reference the Suggested Contacts list, or use only the user's address book. The default and recommended behavior is to not reference the Suggested Contacts list.
When using the File With command, you can now specify multiple values in the Group field in the NexJ CRM Security dialog.
When using the File With or Create Follow-up commands, you will no longer see inactive users in the NexJ CRM Lookup dialog associated with the For field.
Downgrading your installation from the current version of NexJ Add-In for Microsoft Office no longer disables the Add-In.
The NexJ Add-In ribbon now disables as expected when invalid messages such as meeting invitations are selected in Microsoft Outlook.
A bug that triggered errors when using the File With functionality has been corrected.
The Save to NexJ action no longer triggers an unexpected error. Previously, this error could be triggered by using the action on an inbox email that you had opened in its own window.