Set-up, Outlook Add-in

 

Durell’s Add-in for Outlook allows you to save copies of emails in your clients’ Document Viewers (n.b. the original emails will remain in Outlook – so this effectively creates a backup of important emails). Emails may be saved one at a time, or in blocks for one client. You may optionally choose to be prompted to save new emails at the point when you send them. Please note...

 

1)      The Durell Add-in works with Microsoft Outlook 2000, 2003 and 2007. It does not work with Outlook Express, which does not cater for “Add-in” features.

2)      You will need to exit Outlook and then re-start it before any changes to the Durell Add-in will take effect.

 

Initial Setup

The system should automatically create a “Durell” button in your copy of Outlook, to allow you to save emails in your Durell clients’ Document Viewers. If this button does not appear automatically (after you’ve exited Outlook and re-started it), or if your wish to remove it, or if you wish to adjust its functionality, then starting from Durell’s Main Menu...

·         Click the “Setup” button (n.b. you’ll get an error message if you don’t have adequate rights to do this. See section on Access Rights in “Set-up Users”)

·         Double-click the words “Outlook Add-in” in the menu list on the right side of the Setup screen

 

 

To remove it...

·         Exit from Outlook

·         Click “Remove the Durell Add-in from Outlook” (n.b. currently the Add-in must be in Outlook)

·         Optionally clear the lower tick-box if you don’t want to be prompted to re-instate it when you next login

·         Click “OK”

·         Restart Outlook

 

To install or re-instate it...

·         Exit from Outlook

·         Click “Add the Durell Add-in to Outlook” (n.b. currently the Add-in must not be in Outlook)

·         Click “OK”

·         Restart Outlook

 

To just stop the Send pop-up, shown below...

·         Exit from Outlook

·         Clear the upper tick-box to stop the “Save Email in Durell” pop-up from appearing every time you press the button to “Send” an email...

·         Click “OK”

·         Restart Outlook

 

 

Emails Marked As “Unsent”

The first tick-box option described above (i.e. “When an email is sent from Outlook the Add-in should prompt to save it in Durell”) makes it hard for you to forget to save copies of your emails in Durell. However it saves each such email immediately when you click the “Send” button, so the copy in Durell is saved before it has been sent from Outlook, and hence will be marked as “Unsent”. If you’d prefer to keep copies marked as “Sent” then you should clear this tick-box option and manually save each email after it’s been sent by clicking the “Durell” button (on the toolbar at the top of your Outlook screen).

 

Saving One or More Emails

To save an existing email in Outlook, click and thereby highlight it, then click the “Durell” button on your Outlook toolbar, as shown below...

 

 

This should activate a “Save Email in Durell” pop-up, as shown below, where you should...

 

·         Click the “>” button to find the matching client record in Durell

...or...

·         Click the “Find client by email address” if a client record already exists with a matching email address

 

 

Once you’ve found the matching client, and provided it does not already have an email address, you can also pass the current email address to it by clicking and thereby ticking the box to “Save email address in client record”. Note that this option will be greyed-out if the record already has an email address.

 

If a matching address set record (i.e. not necessarily a “client”) does not already exist then you can create one in Durell on-the-fly by clicking the “New” button, as shown below.

 

 

Saving All of a Client’s Emails in One Go

To save all the emails you’ve RECEIVED from a client, first select your “Inbox” in Outlook and then click the “From” column heading to sort your emails by sender. Next highlight all the emails from the client in question by holding down the “Shift” key at the same time as clicking them, then click the “Durell” button and save as described above for a single email. The only difference is that you won’t be able to edit the emails’ “Descriptions”, which will default to their “Subject” texts. To also save all the emails you’ve SENT to that client first select your “Sent” items in Outlook, then repeat this process.

 

If the Durell Button Does Not Appear In Outlook

Sometimes the setup routine cannot force Windows to place the “Durell” button in Outlook. In this event do the following....

·         Close all open programs (especially Outlook and Durell)

·         At your Windows Desktop click “Start” then “Run” and issue the four following commends...

 

 

·         regsvr32 c:\imw-user\controls\redemption.dll /u

·         regsvr32 c:\imw-user\controls\durelladdin.dll /u

·         regsvr32 c:\imw-user\controls\redemption.dll

·         regsvr32 c:\imw-user\controls\durelladdin.dll