Aptify 5.5.1 includes an add-in plugin for Microsoft Outlook 2007 and 2010 that lets users you create Aptify Persons and Contact Logs records from directly within Outlook without having to access an open Aptify session. You can also configure the add-plugin to automatically create contact logs when a particular account receives or sends an email, which is useful for automated mailboxes.
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FolderPath: When ContactLogSync is set to True, the full path to the Outlook mail folder in which contact logs will automatically be created.
Note title Note The full path to the mail folder is the name of the folder preceded by the E-Mail Delivery Location found under Outlook's Accounting Settings > E-mail tab.
For example, Mailbox - User Name\Inbox\NameofFolder OR testuser@domain.com\Inbox\NameofFolder.
- ContactLogSync: When set to True, contact logs are created automatically for messages that are found in the Outlook mail folder location specified with the FolderPath attribute. When set to False, contact logs are not created automatically and the manual option is enabled.
- ContactSync: When set to True, new or updated contacts that do not exist in Aptify are automatically created as Persons records or existing Persons records are updated if applicable. When set to False, a user can create and update Persons records manually by using the Create Aptify Person or Show Person in Aptify options.
- TypeID: Specifies the record ID of type of contact (Contact Log Type). By default, this value is 3, which is E-mail in a standard Aptify installation.
- CategoryID: Specifies the record ID of the Contact Log Category. By default, this value is 1, which is Sales in a standard Aptify installation.
- CreateContactLogForSentItem: When set to True, contact logs are created for all outgoing emails. When set to False, no Contact Logs records are created for outgoing messages.
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The Aptify Outlook Add-In is in addition to the Microsoft Outlook integration that Aptify already includes for Contact Log creation from within Aptify. See "Importing Emails From from Microsoft Outlook" in the Contact Log Service chapter of the Aptify 5.5 Customer Management Guide for for more details.
- Creating a Persons Record for Selected Contacts
- Opening a Contact in Aptify
- Creating a Contact Log for Selected Emails
- Automatically Create Contact Logs for Emails in a Specified Folder
- Automatically Create Contact Logs for All Outgoing Emails
- Disconnecting from the Aptify Database
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If you want to re-connect to the Aptify database during the same Outlook session, select the Connect option.
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Once you close and re-open Outlook, the connection to the Aptify database will be re-established. |