Aptify 5.5.1 includes an add-ina 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 accessan Aptify session open. 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.

Note: The plugin has a separate installation program, which is included with the Aptify 5.5.1 setup program. See the Aptify 5.5.1 Installation Guide for details.

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Installing the Aptify Add-

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Plugin for Microsoft Component Including Outlook

To install the Aptify add-Plugin, refer to the instructions below:

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Note
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The add-in will not work as expected until the OutlookAddinConfiguration file is copied to the local Aptify installation. See Copying and Configuring the OutlookAddinConfiguration Config File for configuring the Aptify Outlook Add-In for use. (shown below).

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Copying and Configuring the OutlookAddinConfiguration 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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• • FolderPath: When ContactLogSync is set to True, the full path to the Outlook mail folder in which contact logs will automatically be created.
    
    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 s
tandard 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 Installation

Note: The below step is only necessary if you have installed more than one instance of the Aptify client.
Once the add-in has been installed, you need to copy the OutlookAddinConfiguration XML file to the baseline path of your local Aptify installation. By default, the baseline path is the last instance of Aptify installed on your local machine, however, if you have multiple Aptify instances, you should verify which instance is specified as the default path and modify as needed.
To locate your baseline path a user or administrator can review the following registry key path in the Registray Editor on the local machine:

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1. Click OK to save the changes.

 

Additional Notes

To verify the successful installation of the Aptify Outlook Plugin, you will need to locate the OutlookAddinConfiguration XML file. By default this file will be located in the baseline path for your local Aptify installation.
To locate your baseline path a user or administrator can review the following registry key path:

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Once you have located the OutlookAddinConfiguration file, right-click and select edit to modify the attributes, as shown below.I'm thinking we need to include at least a few notes about modifying the server name or the location of this file for instances when it doesn't work, or is that going to be rare enough we can just direct them to support?

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Using the Aptify Outlook Plugin Add-In for with Microsoft Outlook

The Aptify Outlook add-inAdd-In feature provides the users with the ability to create Persons and Contact Log records directly through Outlook. You can create Persons and Contact Log for specific mail and contact items manually, or these tasks can be done automatically, depending on your configuration. This section 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.

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See "Importing Emails From Microsoft Outlook" in the Contact Log Service chapter of the Aptify 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).

Note: Refer to the Additional Notes section under Installing the Aptify Plugin for Microsoft Component Including Outlook if your server is not connected automatically.
A successful installation of this feature provides two main options:

• Creating a Persons records for selected Contacts
• Creating Contact Log record for selected emails

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Creating or Modifying a Persons Record for Selected Contacts

When you create a new or modify an existing contact in Outlook, you can create or modify a corresponding Persons record in Aptify. This feature is available via the Aptify drop-down menu under the Add-Ins tab on the Outlook Ribbon bar or the Aptify menu on the Outlook right-click context menu (as shown below) when one of more Outlook contacts have been selected. Users canTo use this feature, right-click on any one or more Outlook email contacts and select the Create Aptify Person option. If the particular contact does not have a corresponding Persons record in Aptify, a new record will be created. If the contact already exists in Aptify, they would like to create a Persons record for and the new record will appear in Aptifytheir corresponding Persons record will be updated as necessary..
Note: For users in your domain, the Aptify Outlook Add-In will create an Employees record instead of a Persons record. For example, if your company email is Jane.Doe@Samco.com and you right-click on an email from another employee who shares your corporate domain (e.g. John.Smith@Samco.com), Aptify assumes this user is a fellow employee of the same Organization and generates an Employees record, rather than a Persons record.

This feature can also be automated to generate or update existing Persons records anytime a new contact is added or an existing contact is updated. This behavior is controlled with the ContactSync attribute found in the OutlookAddinConfig config file. If ContactSync value is 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. See Copying and Configuring the OutlookAddinConfiguration Config File for more information.
Note: When ContactSync is set to True, the Create Aptify Person option is disabled.
Note: For users in your domain, the Aptify Outlook Plugin will create an Employees record instead of a Persons record.

• For example, if your company email is Jane.Doe@Samco.com and you right-click on an email from another employee who shares your corporate domain (e.g. John.Smith@Samco.com), Aptify assumes this user is a fellow employee of the same Organization and generates an Employees record, rather than a Persons record.

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Opening a Contact in Aptify

You can open a contact's Persons record in Aptify directly from Outlook, without having to launch an Aptify session. This feature is available via the Aptify menu on the Outlook right-click context menu (as shown below) when an Outlook contact has been selected. To use this feature, right-click on an Outlook contact and select the Show Contact in Aptify option. If a Persons record exists in Aptify for the contact, an Aptify form will open for the corresponding Persons record. If a Persons record does not exist, selecting this option will create a corresponding Persons record and then open the form.

Note: If you have more than one Outlook contact selected, only the Aptify record for the first item selected will be opened.

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Creating a Contact Log for Selected Emails

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.

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Automatically Create Contact Logs for Emails in a Specified Folder
This feature can also be automated to generate Contact Log records as followsYou can also configure the Aptify Outlook Add-In to automatically create Contact Logs records for emails that arrive in a particular folder. The behavior is controlled with the ContactSync and FolderPath attributes found in the OutlookAddinConfig config file. See Copying and Configuring the OutlookAddinConfiguration Config File for more information.
Once you have modified the attributes specified above, any emails delivered to this folder (via filter rules or dragged manually to the folder by a user) will generate an associated contact log.
Note: By default both ContactLogSync attribute is set to False. If this feature is enabled, the manual option to generate a contact log will not be available.

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Automatically Create Contact Logs for All Outgoing Emails
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• <add name="FolderPath" value=testuser@domain.com\Inbox\Sales Email/>Should I include what the default value is in the XML file as well? I don't remember what that is since mine has been modified.

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