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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- 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.
- Select the appropriate installed for your version of Outlook. Options are:
- Outlook2016AptifyIntegrationSetupOutlook201345_2016AptifyIntegrationSetup: for Outlook 2016 and Outlook 2013 connecting to Aptify environments using 4.5 .NET Framework (Aptify 5.5.3 and higher)
- Outlook2013AptifyIntegrationSetup: for Outlook 20132013 connecting to Aptify environments using 4.5 .NET Framework (versions prior to Aptify 5.5.3)
- Outlook2007_2010AptifyIntegrationSetup: for Outlook 2010 and 2007
- Outlook2016AptifyIntegrationSetupOutlook201345_2016AptifyIntegrationSetup: for Outlook 2016 and Outlook 2013 connecting to Aptify environments using 4.5 .NET Framework (Aptify 5.5.3 and higher)
- Double-click the appropriate AptifyOutlookAddIn to launch the installer.
- Once the Publisher has been verified, click Install to install the add-in.
- Click Close and confirm successful installation of the AptifyOutlookAddIn.
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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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