Aptify includes an add-in plugin for Microsoft Outlook (versions 2007, 2010, 2013, and 2016) that lets users create Aptify Persons and Contact Logs records 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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To install the Aptify add-in, refer to the topics below:

• Installing the Aptify Outlook Add-in
• Copying and Configuring the Outlook Add-in Config File
• Verifying the Local Aptify Outlook Add-in Installation

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Installing the Aptify Outlook Add-in

1. Locate the AptifyOutlookAddIn installer. 
   • You can find the installer in your organization's Aptify FTP folder (typically under the Version_50 folder). The installer name is OutlookAptifyAddinSetup.zip.
   • You can also find a copy of the installer in the Aptify Database (5.5.1 and higher) distribution folder under the Utilities sub-folder.
      
2. Select the appropriate installed for your version of Outlook. Options are:
   
   • Outlook2016AptifyIntegrationSetup: for 64-bit versions of Outlook 2016 and Outlook 2013
     
   • Outlook2013AptifyIntegrationSetup: for 32-bit versions of Outlook 2016 and Outlook 2013
   • Outlook2007_2010AptifyIntegrationSetup: for Outlook 2010 and 2007
      
3. Double-click the appropriate AptifyOutlookAddIn to launch the installer.
4. Once the Publisher has been verified, click Install to install the add-in.
   
   
   
   
5. Click Close and confirm successful installation of the AptifyOutlookAddIn.
   

Once the feature is installed, an Aptify drop-down menu will be available via the Add-Ins tab on the Outlook Ribbon bar (and through Outlook's right-click context menu for Outlook 2010 and 2007).  With a properly configured OutlookAddinConfiguration file, when opening Outlook, the add-in is logged into Aptify automatically as shown below (unless Outlook is configured to disable certain or all add-ins).  See Copying and Configuring the OutlookAddinConfiguration Config File for configuring the Aptify Outlook Add-In for use. 

 

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Copying and Configuring the Outlook Add-in Config File

Once the add-in has been installed, you need to copy the OutlookAddinConfiguration XML file to the baseline path of your local Aptify installation and then configure it appropriately.

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1. Locate the AptifyOutlookAddIn config file.
   • You can find a copy of the file in the appropriate sub-folder (based on your Outlook version) in the OutlookAptifyAddinSetup distribution file, 
   • You can also find a copy of the file in the Aptify Database setup distribution folder under the Utilities > OutlookAptifyIntegrationSetUp sub-folder.
      

2. Copy the file to the baseline path of the Aptify client on the local machine.

   Note
   title Concerning Multiple Instances of Aptify
   The Aptify Outlook Add-In assumes that the configuration file is placed in the baseline path of the Aptify client on the local machine, which is, by default, the instance that was last installed. If you have installed more than one instance of the Aptify client on the current machine, you should verify which instance is specified as the default path and modify as needed. You may also find you need to copy the config file to another location (like the root of the C: drive). See Verifying the Local Aptify Installation for more information.

3. Right-click and select edit to modify the attributes as needed, as shown below. Below is a description of each attribute:
   
   

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• • 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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Verifying the Local Aptify Add-in Installation

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