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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Installing the Aptify Add-Plugin for Microsoft Component Including Outlook

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1. Locate the AptifyOutlookAddIn config file.
   You can find a copy of the file in the Aptify 5.5.1 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 Note
   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. 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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• • 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 Microsoft Outlook" in the Contact Log Service chapter of the Aptify 5.5 Customer Management Guide 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

Once the feature is successfully installed the Aptify features will be available via the Add-Ins tab on the Outlook Ribbon bar and through Outlook's right-click context menu (shown below).

A successful setup will include the appropriate server and password details in the XML file. The plugin will connect automatically when Outlook is started (i.e., the Disconnect option is available indicating that Outlook is connected successfully to Aptify 5.5.1).

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