Configuring NexJ Add-In for Microsoft Office using configuration dialogs
After NexJ Add-In is
installed successfully, it may need to be configured for your system and
preferences.
Depending on settings specified by the application administrator, not all NexJ CRM configuration dialogs may be available on all systems.
- Use the NexJ CRM Options dialog to control attachment and follow-up preferences for emails saved to NexJ CRM.
- Use the NexJ CRM Advanced Options dialog to control attachment filtering and the removal of signatures and boilerplate text from emails saved to NexJ CRM.
- Use the NexJ CRM Settings dialog to configure NexJ CRM connection and login settings.