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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With the Aptify Outlook Add-In, you can create Contact Log records for mail items directly from Outlook. This feature is available via the Aptify menu on the Outlook right-click context menu (as demonstrated in the graphic above) or by . selecting. Users can right-click on any email they would like to create a Contact log record for and the Contact Log will appear in Aptify.
Note that when adding an email as a Contact Log, Aptify automatically adds links to the appropriate Persons, Companies, Employees and/or Organizations records specified in the email message (both the Sender and all Recipients). The system using the following logic:
- The system compares each email address in the message against the email address of Persons in the system. If there is a match, the system adds a link to the Contact Log entry for that Person and that Person's Company (if one is specified).
- The system compares the name of internal recipients (that is, recipients who have accounts on the organization's Microsoft Exchange server) against the First and Last Names of the Employees in the system. If there is a match, the system adds a link to the ContactLog entry for that Employee and the Employee'sOrganization.
- Note that when performing the Persons match, the system only considers email addresses in the name@domain.com format. Outlook does not use this format internally for email messages sent to other employees whose addresses are on the same Microsoft Exchange server. Therefore, if an employee has both an Employees record and a Persons record, the system will link the employee's Employees record to Contact Log but it will not link the employee's Persons record to the Contact Log.
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