Note: This topic requires additional updates, check back soon for updates.
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If your users are accessing Aptify through the desktop interface, you will want to review the Using the Desktop Version of the Aptify Outlook Add-In. If your users are accessing Aptify through the web interface and are using a web-based version of Outlook, for example Outlook.com (formerly known as Hotmail) or Outlook 365 or a desktop-based version of Outlook (with Microsoft Exchange 2013 or higher), you will want to review this topic. |
This version of the the Aptify Outlook add-in feature provides the ability to create Contact Log records directly from a web-based Microsoft Outlook account (i.e. Outlook.com or Office 365). You can create Contact Log for specific email and contact items manually, or automatically (depending on your configuration). This topic describes the different features available when using the Aptify Outlook Add-In.
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 Microsoft Outlook for more details.
- Logging into the Aptify Database
- Searching and Opening Aptify Records from Outlook
- Sending Emails and Creating Contact Logs
- Sending Emails to Aptify Contact
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- Open a new message (or draft message).
- Select the Aptify A icon from the bottom toolbar.
- An Aptify login dialog will appear.
- An Aptify login dialog will appear.
- Enter your Aptify username and password.
- Click Login.
- If the login was successful, the Aptify search dialog is displayed.
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Once an email has been sent, you can create a contact log for that email (as well as Contact Log links to the persons on the email that can be found in the Aptify database), by opening the sent email and clicking the Aptify option.
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