Release contents

The most recent release of the NexJ Add-In for Microsoft office is 4.4.11, and contains the following:

1. nexj-office-setup-4.4.11.exe (NexJ Add-In for Microsoft Office 4.4.11 setup executable)
2. release_notes_addin.pdf (NexJ Add-In for Microsoft Office 4.4.11 Release Notes)
3. add_in_guide.pdf (NexJ Add-In for Microsoft Office 4.4.11 User Guide)
4. add_in_setup.pdf (NexJ Add-In for Microsoft Office 4.4.11 Setup Guide)

Minimum requirements

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 .NET Framework 4, Microsoft .NET Framework 4.5

Some additional Microsoft software patches may be required depending upon your environment.

New features

The following new features have been added to this release of NexJ Add-In for Microsoft Office.

Version 4.4.11

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 the NexJ Office Add-In 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 registration key. If you do not set the key, the checkbox defaults to the cleared, or unselected, state.

Version 4.4.7

Coordinated filtering of RepCodes and splits

The configuration options of the File With functionality have been expanded to allow the following behavior for clients who use RepCodes and splits to filter the values available in the For field.

If you filter your contact list by repcode 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 RepCodes and splits to classify and filter their contact lists.

Configure this feature using the following registry keys:

• RestrictEntitySearchByRepCode
• RestrictEntitySearchBySplitRepCode
• RepCodeNamePrepopulateRepCode
• InFilterRepCodeFilterRequired

Version 4.4.6

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.

Version 4.4.3

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:

• AdditionalOpportunityWhereClause
• AdditionalCampaignWhereClause
• AdditionalEventWhereClause
• AdditionalFundsWhereClause
• AdditionalServiceRequestWhereClause

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.

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.

Version 4.4.1

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 the 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.

Version 4.4.0

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.

Version 4.3.2

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.

Version 4.3.0

Support for Microsoft Office 2016

NexJ Add-In can now be used with Microsoft Office 2016.

Version 4.2.1

Registry key added to enable localization of "Opportunity" string.

The string "Opportunity" can now be changed and localized using the OpportunityName registry key.

Registry key added to enable rep code security support

Support for rep code security can now be enabled using the HierarchicalSecurityEnabled registry key.

Registry key added to control prepopulation of contacts

When saving an email to NexJ CRM, you can now use the PrepopulateContactsInForField registry key to control whether or not the For field is prepopulated with the contact, household, and company information associated with the email address.

Registry key added to specify external model for processing of emails

You can now use the new ExternalAddinSaveMethod registry key in association with the ExternalAddinProgId key to specify both an external add-in to process emails and the specific method to use within that add-in.

Version 4.2.0

Capital markets functionality added

The NexJ Add-In for Microsoft Office can now be enabled to work with sectors and tickers when NexJ CRM is configured for capital markets. The following registry keys have been added to help configure and use this functionality:

• UseCapitalMarkets
• AdditionalSectorWhereClause
• AdditionalTicketWhereClause

Ability to save attachments to follow-up tasks

You can now configure the NexJ Add-In for Microsoft Office so that email attachments are automatically saved to follow-up tasks on creation. This can be configured independently of whether the original email will also be saved to the task. The SaveAttachmentsWithFollowUp registry key has been added to control this functionality.

Registry key added for compatibility with NexJ CRM version 7.x

A new registry key, UseJadeModel, has been added to enable NexJ Add-In for Microsoft Office to work properly with the updated products and funds model used by NexJ CRM.

Ability to associate emails and follow-up tasks with progressed opportunities

The ability to associate emails and follow-up tasks with both parent and progressed opportunities has been added. Previously, emails and follow-up tasks could be associated only with parent opportunities.

Resolved issues

The following issues have been resolved in the current release of NexJ Add-In for Microsoft Office.

Version 4.4.11

ADDIN-1057

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.

ADDIN-1069

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.

Version 4.4.10

ADDIN-1046

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.

Version 4.4.9

ADDIN-1020

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.

ADDIN-1023

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.

ADDIN-1024

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.

Version 4.4.8

ADDIN-903

An issue affecting the 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.

ADDIN-949

An issue affecting the 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.

Version 4.4.7

ADDIN-976

An issue around unexpected information being displayed in the repcode selection dialog has been corrected, and the labels in the selection dialogs have been revised for clarity.

Version 4.4.6

ADDIN-940

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.

Version 4.4.5

ADDIN-924

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.

Version 4.4.4

ADDIN-920

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 the NexJ Add-In.

To address this issue, a registry key, CreateSuggestedContact, has been introduced to allow you to configure whether the 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.

Version 4.4.2

ADDIN-854

When using the File With command, you can now specify multiple values in the Group field in the NexJ CRM Security dialog.

ADDIN-859

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.

Version 4.4.0

ADDIN-208

Downgrading your installation from the current version of NexJ Add-In for Microsoft Office no longer disables the add-in.

Version 4.3.1

ADDIN-140

The NexJ Add-In ribbon now disables as expected when invalid messages such as meeting invitations are selected in Microsoft Outlook.

ADDIN-151

A bug that triggered errors when using the File With functionality has been corrected.

Version 4.3.0

ADDIN-138

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.

Version 4.2.4

ADDIN-116

Date field formats in the NexJ Add-in now respect the format of the locale in which Microsoft Outlook is running.

ADDIN-119

An additional method of invoking external add-ins has been provided. Use of this method can be turned on or off by using the UseDynamicExternalAddin registry variable.

Version 4.2.3

ADDIN-106

An issue that had triggered extraneous read events has been fixed.

Version 4.2.2

ECRM-12489

An issue that had been preventing users from creating and saving follow-ups has been fixed.

Version 4.2.1

ECRM-12806

An issue that had triggered unexpected errors when Microsoft Office 2013 loaded the add-in has been fixed.

ECRM-12216

When adding a new contact through the Save to NexJ interface, the fields of the Rep Code Selection dialog are now populated when it opens. Previously, users had to run a search before the field data would populate.

Version 4.2.0

ECRM-10069

When creating a follow-up tasks, the send time is now recorded properly in the notes. Previously, the send time had been truncated or missing in some cases.