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| Note |
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Aptify's integration with Microsoft Outlook requires Microsoft Office XP Service Pack 3 or later.to be installed on the server hosting the Aptify Desktop client or Aptify web interface. See the systems requirements page for your release for more information about the required version of Microsoft Office. |
An administrator can follow these steps to modify the Contact Log's behavior with respect to Microsoft Outlook:
- Open the Contact Logs record in the Entities service.
- See the Entities Administration "Entities Administration" chapter in the Aptify Administration Guide for Administering Entities for information on the Entities service.
- See the Entities Administration "Entities Administration" chapter in the Aptify Administration Guide for Administering Entities for information on the Entities service.
- Click the Configuration > Attributes tab.
- Configure the contact log attributes, as necessary.
- DefaultMessageSystem: This attribute determines the message system that will be used to create entries. This should be set to Outlook Mail.
- AppointmentDurationInMinutes: This attribute specifies in minutes the duration of Outlook appointments created for Contact Log follow-ups.
- AddToCalendar: This attribute determine if determines whether Outlook appointments are created when a new Contact Logs are saved with a Next Contact Date specified. When set to 1, Aptify creates appointments; when set to 0, Aptify does not create appointments.
- AddToTasks: This attribute determine if determines whether Outlook tasks are created when a new Contact Logs are saved with a Next Contact Date specified. When set to 1, Aptify creates tasks; when set to 0, Aptify does not create tasks.
Note To disable Outlook integration for Contact Logs, set AddToCalendar and AddToTask both to 0. Note that if you set AddToCalendar and AddToTasks both to 1, Aptify creates an Outlook appointment and an Outlook task for each new Contact Log saved with a Next Contact Date specified.
- Save and close the Entities record.
- Have all users close and reopen the Aptify desktop application Desktop client to ensure that the changes take effect.