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Setting up NexJ Add-In for Microsoft Office

You can install and configure NexJ Add-In for Microsoft Office using the setup wizard and the NexJ CRM Options dialog or the command-line installer and the registry editor.

To set up NexJ Add-In for Microsoft Office:

  1. Install NexJ Add-In
    • Command-line install, recommended for application administrators.
    • Setup wizard install, recommended for all other users.
  2. Configure the connection to the application server running NexJ CRM and other settings
    • Using the registry editor, recommended for application administrators.
    • Using the NexJ CRM Options dialog in Microsoft Outlook or Microsoft Word, recommended for all other users.
  3. Begin using NexJ Add-In to merge fields in your documents and to save emails to NexJ CRM or create email follow-up tasks.

NexJ Add-In integration with NexJ CRM overview

Changes between different releases of NexJ CRM can affect NexJ Add-In functionality.

To ensure compatibility between NexJ Add-In and your version of NexJ CRM, set the DetectApplicationVersion registry key to 1.

Support for this functionality is only available in the following versions of NexJ CRM:

  • 8.4.0.1 and any later releases
  • 8.2.1.X
  • 8.3.1.X
  • 7.2.3.2 and any later hotfixes
  • 7.2.4.0 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.

Minimum system requirements

To determine the exact requirements for your version of NexJ Add-In for Microsoft Office, see the relevant version of the NexJ Add-In Release Notes.

Minimum Software RequirementsWindows XP, Windows 7, Windows 8, Windows 8.1, Windows 10Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2013, Microsoft Office 2016Microsoft .NET Framework 4, Microsoft .NET Framework 4.5

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.


NexJ Add-In integration with NexJ CRM version 8.0 or later

The NexJ CRM model has changed in version 8.0.

This has affected how tickers can be associated with Outlook email messages and tasks, because some technical details have been changed.

To ensure correct behaviour for tickers when saving Outlook messages or tasks to NexJ CRM version 8.0 or later, you must set the UseRubyModel registry key to 1.

Enabling the UseRubyModel registry key also enables the functionality associated with the UseJadeModel registry key. You do not need to enable the UseJadeModel registry key if the UseRubyModel registry key is set to 1.

You can associate tasks and email messages with tickers only if the UseCapitalMarkets registry key is set to 1.

NexJ Add-In integration with NexJ CRM version 7.x

The NexJ CRM model has changed in version 7.0.

This has affected how various related items can be associated with Outlook email messages, tasks, and schedule items. Associating Outlook items with events or funds is no longer supported. Associating Outlook items with opportunities or products continues to be supported, but some technical details have been changed.
To ensure correct behaviour for related events, funds, opportunities, and products when saving Outlook email messages, tasks, or schedule items to NexJ CRM version 7.x, you must set the UseJadeModel registry key to 1. You should also set the values of the following registry keys to 0:

  • ShowEvent
  • ShowFunds

Enabling the UseRubyModel registry key enables the functionality associated with the UseJadeModel registry key. You do not need to enable the UseJadeModel registry key if the UseRubyModel registry key is set to 1.