Using Microsoft Add-In extensions

NexJ Add-In for Microsoft Office integrates the use of Microsoft Office applications and NexJ CRM.

In Microsoft Outlook, it allows you to log emails sent between NexJ CRM users and contacts as an entry in the journal of the contact or contacts whose address appears in the email. It also allows you to create a follow-up task using the contents of a selected email. This feature uses the subject of the email as a task description, and the body as task notes. It allows you to create a task as you normally would, with all the usual components, directly from Outlook.

NexJ Add-In provides additional Microsoft Word functionality. It allows you to create documents with NexJ Add-In merge fields, so you can personalize these documents for different entities in the application, and lets you perform batch print jobs.

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.

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

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.

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.

Related links

Setting up NexJ Add-In for Microsoft Office
Installing NexJ Add-In for Microsoft Office using the command line
Installing NexJ Add-In using the setup wizard
Configuring NexJ Add-In for Microsoft Office using the registry editor
Configuring NexJ Add-In for Microsoft Office using configuration dialogs
Using NexJ Add-In with Microsoft Outlook
Using NexJ Add-In with Microsoft Word