Outlook Add-in: Adding the ActionID Column

Outlook Add-in: Adding the ActionID Column

Caution! The steps below are provided as a courtesy to AdvisorEngine CRM users, but document Microsoft Outlook functionality and are subject to change without AE’s knowledge. Please refer to Microsoft Support for the latest steps and help on adding custom columns to your mailbox views.

You have the ability to add a column in your Outlook mailbox that will show the ActionID of captured emails. With this, you can know at a glance if a particular email has been captured into an Action inside AE CRM and what the corresponding ActionID is.

  1. Right click on any blank space below the Outlook Add-in Toolbar to bring up the context menu.
  2. Click View Settings from the menu.
  3. In the Advanced View Settings pop-up, click Columns.
  4. In the Select Available Columns From drop-down menu, choose User-defined fields in Inbox.
  5. In the Available Columns box, select the JX#####ID column (the exact number will be unique to you).
  6. Click Add ->.
  7. Use the Move Up or Move Down buttons to order the new column if desired.
  8. Click OK to commit your changes.
  9. Click OK from the Advanced View Settings to be taken back to the Outlook inbox window.

You can see the column for the JXID displayed. You can now easily scan your inbox to see what has been captured and what has not.

    • Related Articles

    • Outlook Add-in: Email Capture Overview and Setup

      The primary function of the Outlook Add-in is to capture emails sent and received from Outlook. This can be done automatically as emails arrive or manually on specific emails. Regardless of which method is used to capture, the email and its ...
    • Installing the Outlook Add-in

      Before you begin installation of the Local Outlook Add-in, verify that you meet the Email Integration system requirements. Note: The Local Outlook Add-in will not work with the web application version of Outlook. If you currently use only the web ...
    • Outlook Add-in Floating Outside of Outlook

      If your Outlook Add-in is loading before Outlook finishes loading and ends up floating outside of the main Outlook window, you can take the following steps to correct it: Launch Outlook. Navigate to File > Options. In the General options section, ...
    • Linking an Opportunity to an Action

      AdvisorEngine CRM gives you the ability to link a created Opportunity to one or more Actions. When viewing that Action, the Opportunity will be referenced and may be opened directly from the Action once it is linked. See Linking Items to Actions for ...
    • Outlook Add-in Is Missing

      If installed and enabled, the Outlook Add-in should appear above the list of email messages in the Outlook Mail section. If the add-in stops loading when it previously worked, try the following steps to re-enable it: Check Slow and Disabled COM ...