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If you are accessing Aptify through the web interface or are using a web-based version of Outlook (, for example Outlook.com, (formerly known as Hotmail), or Outlook 365), you will want to review Using the Web Version of the Aptify Outlook Add-in. |
The Aptify Outlook add-in feature provides the ability to create Persons and Contact Log records directly from Microsoft Outlook. You can create Persons and 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.
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Once the add-in is installed, an Aptify drop-down available via the Add-Ins tab on the Outlook ribbon bar (or through Outlook's right-click context menu for Outlook 2010 and 2007). The add-in should connect automatically when your Outlook client is started (unless Outlook is configured to disable certain or all add-ins). See Installing the Desktop Version of the Aptify Add-in for Microsoft Outlook if you are not connected automatically to troubleshoot. |
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You can also configure the Aptify Outlook Add-In to automatically create Contact Log records for emails that arrive in a particular folder. This 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 by manually dragging the email folder by a user) will generate an associated Contact Log record in Aptify.
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