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					                                                                 CRM Extensions
                                                                                                               Last updated: 5/10/2013 8:11:00 AM
                                                          Options Defined
Overview
Options for the CRM Extensions software functions are located in 2 places:

   1) The TeamScope CRM Options Manager on tabs that begin with “*Ext”
      Examples are: “*Ext General”, “ *Ext Forms”, “*Ext Projects, *Ext Toolbars, *Ext Teamwork, *Ext KB, *Ext Pipeline, *Ext Financial
      Explanation of these options is located within the CRM Options Manager at the top of the Options Manager window when the user clicks on
      the option’s “Value” column.
       *Ext General
       *Ext Forms
       *Ext Projects
       *Ext Financial
       *Ext Toolbars       (available “soon”)
       *Ext Teamwork (available “soon”)
       All options (including the other “*Ext” tabs) in the Options Manager are individually documented in the “tooltip” that appears at the top
          of the options manager window when the user clicks in the “Value” column of the individual option.

   2) “CRM Extensions Config” item located in both the user’s local CRM config folder located under their “Notes” folder and the public/central
      CRM config folder typically located under the CRM “Users” public folder.
      Explanation of these options is contained below within this document.


CRM Extensions Config
This config item is broken up in to different “Sections” denoted by [Section Name] and the options for each section follow the section name with
each option on a separate line.

Notes to CRM Administrators:
   1) Config Item formatting rules:
       Lines where the first character is a single quote (‘) are considered comments and are ignored
       All sections start with [Section Name]
          All section names and options start in the left column
          Options within a section are formatted as: Option Key Name=Option Value
          Option Key Names must be unique within a section
          Any spaces around an Option Key Name are “Trimmed” before the key name is used
          Spaces around Option Values are *not* “Trimmed”
          Trailing tabs on Option Values are removed
          Option Values may not contain new line characters, use “<cr>” instead
          Option Values may not contain tab characters, use “<tab>” instead
          Comments at the end of the Option Value start with ‘@>
           Use tabs to line up your comments for readability.
           Tabs between the Option Value and the comment prefix are ignored

   2) Operational characteristics of the Central vs Local copy of the “CRM Extensions Config” item
       All option values are included in the Central copy and in most all cases (very few exceptions) provide the default value for all CRM users.
       When any of the options are placed in the user’s Local config item then the Local copy will, for that user only, be used in place of the
         corresponding Central setting.
       When options are placed in the user’s Local copy the [Section Name] must be included but only the options in that section that you what
         to override for that user need to be placed in the Local copy.

Description of the various Sections within the “CRM Extensions Config” item and the options are below:

Index of Sections within the “CRM Extensions Config” item
    [CRM Contact Information]
    [General Options]
    [Custom Action Names]
    [Custom Action Templates]
    [Extensions Folders]
    [Favorites Folder Management]
    [Local Failures Recovery Options]
    [Extensions Variables]
    [Enforce Categories On Forms]
    [Explorer Command Bar Additions]
   [Search Index Refresher Additional Fields]
    (CRM Administrator may add this section if desired - sample provided below)
   [SPAM Email Filter]
    (CRM Administrator may add this section if desired - sample provided below)
   [E-mail Compliance Filtering]
   [Field Trigger Forms]
   [Field Triggers For FormMessageClass]
   [Selection Grid Options]
   [XXSelection Grid Columns For FormName]
[CRM Contact Information]
This section is designed to provide a location to specify reference and contact information for your CRM users. Each of the options in this section that contain a value (part to the
right of the equal sign) will be displayed in the CRM / About CRM Extensions dialog box. A few specifically named options are used in various places in the system to address
notification emails, etc and these are noted below, however you may add as many more option entries as you would like.

Note: If you want to reference any of these entries with {{FieldReplace}} entries you may and the format would be
{{INIKeyData.CRM Contact Information, CRM Administrator Name, Local, , True, Trim}}
Entries Used by CRM Extensions:
      CRM Administrator Name
      CRM Administrator Phone
      CRM Administrator Email
      CRM Sales Name
      CRM Sales Phone
      CRM Sales Email
      CRM Online Meeting URL

    Option Name                             Possible Values      Default Value     Description and Usage Notes
    CRM Administrator                       Any text             Person that first Put in here the reference information of the person that will be answering usage and
    Name/Phone/Email                                             installed CRM configuration questions for your CRM end users. This should be a person internal to your
                                                                 on your system organization that is knowledgeable of CRM and is able to field most questions on CRM system
                                                                                   usage.

    CRM Sales Name/Phone/Email              Any text             CRM Reseller      This is the contact information of the CRM Reseller that is working with your organization.

    Add any other options you would like                                           Any options included in this section with non-blank values will be displayed in the CRM /
                                                                                   About CRM Extensions dialog box and my be referenced with {{FieldReplace}} functions.
Back to Index of Options
[General Options]
Option Name                                 Possible Values   Default Value   Description and Usage Notes



Attach Parent Short Cut In New Child Body   Yes | No          No              The CRM Extensions from 2006 and before when child items (Journals, Appointment, etc) were
                                                                              created a little graphic image was placed into the Notes/Body field of the new child item. This
                                                                              graphic was a shortcut to display the linked “Parent” item (usually the contact). This link was
                                                                              redundant with the “Contacts” collection at the bottom of the form and often got in the way of the
                                                                              user typing notes into this field so by default this graphic shortcut is no longer placed in the
                                                                              Notes/Body of the new child items. If you still want this shortcut link then set this option to “Yes”

Auto Resync Cache on Config Changes         Yes | No | Yes,   Yes             There is a very rare bug in the CRM Options Manager. To protect against the extremely rare case a
                                            Silent                            user may hit this bug and also to provide a normal audit trail of option changes the CRM Extensions
                                                                              provides the capability of backing up the significant Config items in both the local and central config
                                                                              folders. Typical setting for CRM Administrators would be “Yes”. You may add this option to the
                                                                              user’s local config with a value of “No” to turn off this feature for an individual user.
                                                                              The “Yes, Silent” option will perform the normal “Yes” operation described above but will not
                                                                              display the confirmation message to the user that the options cache has been cleared.

Clean Phone Dialer Numbers For USA Auto     Yes | No          No              If you use the Outlook phone dialer this option is likely to format the number properly so that the
Dial                                                                          dialer can properly read and dial the number for you. If you don’t use the Outlook phone dialer
                                                                              function then leave this option as “No”.

Clear System Fields in Outbound Email       Yes | No          Yes             Some fields like “Categories” get passed through outbound email to the receiver and then can be read
                                                                              by the received. It is usually not desirable to have prospects and/or customers to receive email that
                                                                              contain the internal CRM data values (like Categories).

CommandBarKey                               Yes | No          No              This is a Toolbar Key for the TeamScope CRM toolbar. Typically only Yes for new users until they
                                                                              learn what each of the buttons do on the TeamScope CRM toolbar.

Company Duplicate Name Check                Yes | No          Yes             Typically used when importing data into the CRM Company folder or setting up Company records
                                                                              for removing duplicates with the TeamScope Scrubber application. Best to always have the Public
                                                                              value of this option to be “Yes” and for the user that is updating the Company Name field in the
                                                                              CRM Companies folder (in preparation for a Scrubber run) then put this option with a value of “No”
                                                                              into the user private/local “CRM Extensions Config” item [General Options] section so that only tha
                                                                              user will be allowed to create duplicate company names.

CreateLogFile                               Yes | No          No              Used occasionally by CRM Extensions support personnel, otherwise the user setting should always
                                                                              be “No”

Custom Fields Max Length                    #                 384000          Not currently used, leave at 384000
Data Views Show Views Resize Buttons   Yes | No           No        This option may be added by the CRM Admin as it is not added by the CRM Extensions options
                                                                    installer.
                                                                    The revised Data Views window now makes use of the vertical gray bar for horizontally resizing the
                                                                    views selector box. If the user desires the buttons to click that were used in the original release then
                                                                    include this option with a value of Yes.
                                                                    This option in the user’s local config will override the central config folder setting.

Debug Options                                                       Reserved for CRM Extensions development personnel

Deferred Email AutoSend Options        None | Startup     2 Hours   At Outlook startup the Deferred Delivery Email folder is checked to see if Email items in the folder
                                       Only | Hourly                that were created by the user have a “CRM Send Date” on or before the current time depending on
                                       interval                     the options below.
                                       .25(min), 4(max)
                                                                    When Deferred Email items contain a Category value of “AutoSend” then this option is used to
                                                                    determine if and when these Emails are to be automatically set by the CRM Extensions software.
                                                                    Format: Interval, then other parameters (may separate with commas for readability)
                                                                    Available options:
                                                                       “Interval” options:
                                                                             o "None" = no auto processing of Deferred Email will be performed (user will need to
                                                                                 use Data Views form to send all Deferred Email)
                                                                                 When using "None" no other parameters to this option are used.
                                                                                 At Outlook startup the Deferred Email folder will still be checked for Deferred Emails
                                                                                 created by the current user with a CRM Send Date <= current time and if any are found
                                                                                 then the user will be prompted if they want to view these emails with the Data Views
                                                                                 window in its special configuration for managing Deferred Email.
                                                                             o "Startup Only" = Only at Outlook startup the Deferred Email processor will
                                                                                 automatically process and automatically send all Deferred Email created by the current
                                                                                 user with a "CRM Send Date" on or before "Today". If the Emails have a Categories
                                                                                 value of “AutoSend” then these emails will be automatically sent.
                                                                                 When using "Startup Only" no other parameters to this option are used.
                                                                             o xx.xx Hour = fractional or multiple of hours for the interval at which the AutoSend
                                                                                 processor will run to send all Deferred Email created by the current user with a "CRM
                                                                                 Send Date" on or before "Now" ("Now" includes the current time)
                                                                                       Actual limits are .1 to 5 hours
                                                                                       Example: ".25 Hour" to run the AutoSend processor every 15 minutes
                                                                                       "1 Hour" to run the AutoSend Processor every hour
                                                                                       "4 Hour" to run the AutoSend Processor every 4 hours
                                                                             o “Even Hour” = Runs the AutoSend processor on the Even Hour (8, 10, 12, 2, 4, etc) to
                                                                                 send all Deferred Email created by the current user with a "CRM Send Date" on or
                                                                                 before "Now" ("Now" includes the current time)
                                                                             o “Odd Hour” = Runs the AutoSend processor on the Odd Hour (7, 9, 11, 1, 3, 5, etc) to
                                                                                 send all Deferred Email created by the current user with a "CRM Send Date" on or
             before "Now" ("Now" includes the current time)
   Other supported parameters:
        o "All Users" may be appended after the time interval to force sending of ALL (regardles
            of who created the Deferred Email) the Deferred Emails with "AutoSend" in the
            Categories field with a "CRM Send Date" on or before "Now" ("Now" includes the
            current time)
        o "Silent" may be appended after the time interval to suppress all messages from the
            AutoSend Processor operations (progress will still be displayed and automatically
            closed)
        o "Categories=YourCategoryValue may be appended at the end of all other entries on
            this line to override the default of "AutoSend".
                  If provided, then only Deferred Delivery Emails that contain this Categories
                       value will be processed by the AutoSend processor.
                  This would potentially be very useful to use for the user that is also using the
                       "All Users" option so that the "All Users" processing filters with a different
                       Categories value
                  Which also means that you could have different Outlook accounts like
                       sales@yourdomain.com and support@yourdomain.com both sending out
                       emails each with a unique Categories value
                  To set these up just build different Custom Actions with the "T:" parameter to
                       reference a different set of fields and specify a different "Categories" value in
                       the different Custom Actions
   Example: Deferred Email AutoSend Options=2 hours, All Users, Silent,
              Categories=SalesAutoSend

Additional Notes:
 Outlook must be open for the AutoSend processor to run
 The AutoSend processor will use the user of the current Outlook profile when determining whic
   Deferred Emails to send
 Intervals of 1 hour or greater or Even/Odd Hourly intervals will all run at the top of the hour.
 For Intervals of < 1 hour the interval counter starts at the time Outlook is opened and the
   AutoSend Processor is started
 When "All Users" is appended this option must only be in ONE user's local config folder so that
   all user's are not attempting to send all of the Deferred Emails
 And also then the Central entry for this option should specify "None"
 You may want the Outlook profile that is using "All Users" to have a sender display name and
   return email address of something like: Sales@YourEmailDomain.com
 At Outlook startup the Deferred Delivery Email folder will always be searched to see if there are
   any remaining Deferred Emails (without AutoSend) that the current user created with a “CRM
   Send Date” on or before “Today”. If any are found then the user will be prompted to display the
   Data Views form for the Deferred Delivery Email folder for the user to manage the Deferred
   Email.
 The Deferred Email are color coded so the user can quickly determine which Emails are late
   (red), which are due to be sent today (green), sent tomorrow (bold blue), send in the next week
                                                                           (blue).
Extensions Domains Support              Yes | No         No            Earlier versions of the CRM Extensions supported a concept of “Domains” so the user could have
                                                                       multiple sets of CRM folders. Now that the core TeamScope CRM products supports the
                                                                       “Workgroups” concept, which is close enough to the “Domains” functionality we are discontinuing
                                                                       support for “Domains”.

Extensions Partner Online Meeting URL   http://www.url   <blank>       The CRM Extensions “CRM” menu located at the top of the main Outlook window (just to the left o
                                                                       Outlook’s “Help” menu) has and “Online Meeting Links” option that will launch a webpage
                                                                       containing online meeting link information for the customers to meet online with the CRM
                                                                       Extensions reseller support personnel. Put the URL to your meeting links page here. However you
                                                                       must put spaces in the URL after the “http:” and after the “www” so that Outlook’s editor does not
                                                                       convert this string to a hyperlink (which would make the text unreadable to our Options processor).
                                                                       The Options processor will remove the spaces before launching the URL for the user.
                                                                       Example: http://www.PartnerWebSite.com/OnlineMeetingLinks.html

FormsMaintenance                        Yes | No         No            For normal CRM usage this option MUST be No.
                                                                       When Yes, this option turns off most all of the functions and code operation in the CRM Extensions
                                                                       forms which is very useful for administrative functions like running Scrubber or Updater. Form
                                                                       Maintenance operations will be much faster when this option = “Yes”.
                                                                       If you use the option it is strongly recommended that you copy this to the “CRM Extensions Config”
                                                                       item in the user’s folder that will be doing the Administrative functions. Leave this option = No in
                                                                       the Central folder and set it to Yes only in the user’s Local config folder.

ItemBodySaveOutlook2002                 Yes | No         No            Due to differences in how Microsoft has implemented different “security” constraints in the different
                                                                       versions of Outlook there is a situation for Outlook 2002 where our CRM software must save the
                                                                       item before we can accurately read the Notes/Body field. If you are running Outlook 2002 then by
                                                                       default we will save items before reading the Notes/Body field, set this option to “No” if you do not
                                                                       want the Outlook items saved before reading the Notes/Body field.

Load Portfolio Grid on Contact Open     Yes | No         No            Only used for the “CRM Extensions Financial” version which uses a separate “Portfolios” grid.
                                                                       Some Outlook configurations require this option to be “Yes” so that the CRM Contact form will ope
                                                                       and display properly with display an error that sounds like there is a “Sorting or Grouping” error with
                                                                       an Outlook folder view.

Max Private Config Backups              0|#              100; Prompt   Specifies whether the Private / Local config items are to be backed up (to the “Config Backups” fold
                                        [; Prompt For    For Change    under the TeamScope CRM config folder). If you want the user to be prompted to enter a note to
                                        Change Note]     Note          describe their change to the config options then add “; Prompt For Change Note” after the number of
                                                                       config backup items to allow in the folder (if omitted, the user will not be prompted and the config
                                                                       item will still be backed up).
                                                                       Enter a value of zero (0) to turn off the Backup Config function. Otherwise enter a number which wi
                                                                       be the number of items in the “Config Backups” folder before the user is warned that the Config
                                                                       Backups folder is getting a lot of items in it.
Max Public Config Backups               0|#                100; Prompt   Specifies whether the Public / Central config items are to be backed up (to the “Config Backups”
                                        [; Prompt For      For Change    folder under the TeamScope CRM config folder). If you want the user to be prompted to enter a note
                                        Change Note]       Note          to describe their change to the config options then add “; Prompt For Change Note” after the number
                                                                         of config backup items to allow in the folder (if omitted, the user will not be prompted and the config
                                                                         item will still be backed up).
                                                                         Enter a value of zero (0) to turn off the Backup Config function. Otherwise enter a number which wi
                                                                         be the number of items in the “Config Backups” folder before the user is warned that the Config
                                                                         Backups folder is getting a lot of items in it.

Outlook High Security Read Fields       Body               <blank>       Currently this option (when present) only support a value of “Body”. It is used to direct the CRM
                                                                         Extensions to read the value of the “Body” field using the “Outlook Redemption” methods which
                                                                         may require saving the item first in order to accurately read the data in the Body field but this
                                                                         approach will not trigger the Outlook Security prompt. Most Outlook versions (especially Outlook
                                                                         2003 and above do not need this option). Only use this option if you are getting an Outlook Security
                                                                         prompt during your use of the CRM Extensions functions and/or forms and only keep this option her
                                                                         if setting the value of this option to “Body” works to eliminate the Outlook security prompt.

Outlook Forms Cache Auto Clear          Any positive       10            When the user selects the CRM / Utilities / Outlook Forms Cache Delete function the user is
Speed Index                             number                           presented with a form that contains a “Clear Cache” button to assist them with clearing the Outlook
                                                                         forms cache. This button is buried down within a few layers of Outlook options and can be difficult
                                                                         for new users to locate so this feature automates the clicks for them.
                                                                         This process sends clicks to the Outlook window and the timing of the clicks may need to be adjusted
                                                                         slower or faster depending on the speed of your user’s computer. If the process appears to be
                                                                         clicking in the correct location but just to soon then increase the number from the default of 10 to 15,
                                                                         20 or 30 or so until the process is slowed down enough for the Outlook window(s) to catch up. The
                                                                         default value is 10. A value of 0 (zero) will disable the “Clear Cache” button associate with option
                                                                         #2 on the new Extensions clear cache form. Only use a value of 0 (zero) if the automating of the
                                                                         mouse clicks does not function properly in your Outlook environment.

Refresh CRM Search Indexes At Startup   No |               Cached Mode   Searching and looking up CRM items is a core function for effective CRM usage. This option will
                                        Cached Mode        Favorites     launch the CRM Extensions search index refresh function so that your CRM searches and lookups
                                        Favorites |                      are faster from the start of each Outlook session.
                                        Public Folders |
                                                                         No = Do not refresh the search indexes when Outlook first starts up.
                                        Both
                                        + Prompt                         Cached Mode Favorites = If the user is using Outlook Cached Mode for Public Folder Favorites then
                                                                         refresh the CRM search indexes in the CRM Favorites folders
                                                                         Public Folders = Update the search indexes in the CRM Exchange Public folders. Do not use this
                                                                         option in the Central config folder. Only use it in the Local config folder for the first CRM user that
                                                                         arrives in the morning so the Exchange server indexes are refreshed for the day for all users.
                                                                         Both = Useful for the first CRM user that arrives to the office each day if they are running in Cached
                                                                         mode. Otherwise, if the first user to the office in the morning is not running in Cached Mode then set
                                                                         their option to “Public Folders”.
                                                                         The word ‘Prompt’ may be added to any of these options to force a user prompt that will allow the
                                                                              user to cancel the Refresh Search Indexes process. Example: Cached Mode Favorites Prompt

Refresh CRM Search Indexes Options      Idle | Normal |     Idle, SubString, This option may be added by the CRM Admin as it is not added by the CRM Extensions options
                                        High                UserLinks, 1,    installer.
                                                            Mapi,
                                        , Fullstring |      OnTop=UnChecked This option gets a bit technical but it allows the user to control the specific operation of the Index
                                        Prefix |                             Refresher
                                        SubString |
                                                                              Each option is separated by a comma. Defaults will be used for options where no values are
                                        numeric
                                                                              specified (example to use all defaults except use “Silent” would be: , , , Silent
                                        FuzzyLevel
                                                                              First option = Windows priority to run the process at (default = Idle)
                                        , UserLinks |
                                        NoUserLinks                           Second = How to perform the search (which updates the indexes). SubString takes a very little bit
                                                                              longer but should do a more complete job. (default = SubString).
                                        , # Repeats
                                                                              Third = Specifies whether the CRM “user” type link fields should be indexed as well. This is only
                                        , OOM | Mapi
                                                                              valuable if the user(s) will be using the “User” and/or “Owner” type filters with the CRM Extensions
                                        , OnTop=Checked |                     Data Views functions.
                                        OnTop=UnChecked |
                                        Silent                                Third = # of times to repeat the index refreshing search for each of the search fields.
                                                                              Outlook/Exchange optimize the index more as it the index is used. The most benefit is from the first
                                                                              use - other typical values would be 2 or 3. (default = 1)
                                                                              Fourth = Which object model to use for the search. Mapi requires “Outlook Redemption” which is
                                                                              installed by TeamScope CRM. Mapi is much less resource intensive for your Exchange server and
                                                                              runs faster. (default = Mapi)
                                                                              Fifth = Controls the displaying of the progress window. Silent does not display the window at all.
                                                                              OnTop=Checked will keep the progress window above all other Windows.
                                                                              (default=OnTop=UnChecked)
                                                                              Note: Hold down the <control> key when running this utility to have a message displayed to verify
                                                                              that each of your options are set properly.

Refresh CRM Archive Search Indexes At   No |                No                If you are frequently using the CRM Extensions Email Archive and Journal Archive folders or the
Startup                                 Cached Mode                           “Other Folders” option on the *Ext General options manager tab you may want to have the search
                                        Favorites |                           indexes in these folder refreshed at Outlook startup for you.
                                        Public Folders |
                                                                              Options same as above in “Refresh CRM Search Indexes At Startup”
                                        Both
                                        + Prompt

Save New Contact Type Items             Yes | No            No                Specify whether all new Outlook items based on the Contact type form (Company, Contact,
                                                                              Portfolio) are to be saved before they are displayed. This was the default behavior in CRM
                                                                              Extensions version 4 and TeamScope CRM version 4. Due to an MS Outlook bug introduced in
                                                                              January of 2007 we had to change this default behavior.
                                                                              Used in sysItemOpen and all form based on the Outlook contact form routines

Save New Items Before Display           Yes | No            No                Yes will force a save at the end of the creation process which was the behavior with CRM version 4
                                                                              and before. With Outlook 2003 and Outlook 2007 and recent Microsoft Outlook/Office Security
                                                                   Updates in early 2007 this automatic save sometimes sets up a situation where when the user enters
                                                                   their values into the new form and then tries to save the new form Outlook throws and error saying
                                                                   the item is open in another window or by another user and offers to save the item in the user’s private
                                                                   folder (correct answer is no but then the user looses their inputs). Keep this option at “No” to help
                                                                   avoid this situation until Microsoft fixes this bug.
                                                                   If “Yes” this forces a save of new items create through any CRM Extensions function at the very end
                                                                   of the creation process whether the item is displayed or not. This differs from the “” options in that
                                                                   this option is affected when the items are not saved. So this is important if “Child” items will be
                                                                   programmatically created from new items.
                                                                   Checked at the very end of the item creation routine.

Send Email With SafeSend                     Yes | No     No       If you are getting the Outlook security prompt when sending an Outlook email using any of the
                                                                   Extensions functions then set this option to “Yes”. Otherwise, leave the option with a value of “No”
                                                                   “Yes” will use the Outlook Redemption send function that will always avoid the Outlook security
                                                                   prompt.

Set Flag Status On Processed SentItems       NoFlag |     NoFlag   When processing email in your Inbox, setting this option to “FlagMarked” will set the Outlook Emai
                                             FlagMarked            field called “FlagStatus” to a value of olFlagMarked. Which means that the user will see that email
                                                                   as checked in their inbox (as long as your Outlook View of your Inbox includes the “FlagStatus”
                                                                   column).

Shift Click For New Items Displays View Of   Yes | No     Yes      This option turns on/off the function to support <shift>click when launching custom
Items                                                              actions that create “child” type CRM items. When this option=Yes and the user
                                                                   holds the <shift> key down while clicking to launch the custom action then the
                                                                   Action will be switched to “View” the corresponding items that are linked to the
                                                                   contact/company the custom action was launched for. E.g. <shift>click on a button
                                                                   that would normally create an Extensions Email would be auto switched to View all
                                                                   of the Email History that has been created for the contact/company.
                                                                   There is also a search function    in the View list display window to assist you in
                                                                   quickly searching for specific text within the list items so you can get quickly to the
                                                                   specific item(s) you want to view.
                                                                   When the “TSCRM Bar Use Extensions Buttons” option within the *Ext Toolbars
                                                                   tab is in affect for the TSCRM bar buttons then the <shift> function defined in the
                                                                   TSCRM Bar options are used and not the View action as defined here.
                                                                   A value of “No” will ignore the <shift> and create the requested item just as before
                                                                   this option was added.

Send Email With SafeSend                     Yes | No     No       Microsoft is continually updating the “security” policies and functions for Outlook.
                                                                   For speed this option is defaulted to “No” which in most cases will tell Extensions to use Outlook’s
                                                                oEmail.Send process to send your Email items that use “AutoSend” on the Custom Actions, Deferred
                                                                Delivery Email with AutoSend, etc.
                                                                If Microsoft changes the “security” behavior of Outlook’s programmatic E-mail “Send” function and
                                                                Outlook starts displaying an “Outlook security prompt” for your Extensions AutoSend emails then
                                                                turn this option to “Yes” to use the alternate “Send” function that will not display this prompt but
                                                                may take slightly longer to process (likely you may only notice the speed difference if you were
                                                                sending out large numbers of emails at one time).
                                                                Note: This option setting does not affect the processing when the user clicks the “Send” button on
                                                                Outlook Email. It only applies to when the CRM Extensions programmatically sends the email for
                                                                you.

Terminal Server Computer Name         Computer name   <blank>   Used to specify the   computer name of the Terminal Server, usually TSWEB
                                                                For Terminal Services and Remote Desktop Connection (RDC) users that use the
                                                                Extensions Dialer functions the Dialer button will no longer display the Outlook
                                                                dialer window because that window is not operational when in the Terminal
                                                                Services environment. Instead a Custom Action will be launched that may be
                                                                configured with a URL to launch a dialer function for your internal phone system.
                                                                The Journal or Note functions still work as before it is just the dialing portion of this
                                                                function.
                                                                These 3 “Terminal Server” option keys that may be added to the [General Options]
                                                                section of the CRM Extensions Config item to control this new behavior. Use eithe
                                                                one or both of the first two options to specify how the Extensions software should
                                                                detect when it is running within the Terminal Server / RDC environments and use
                                                                the 3rd option to specify the Custom Action that is to be launched in place of
                                                                Outlook’s phone dialer function when running in either of these remote
                                                                environments.

Terminal Server Session Name Starts   Session name    <blank>   Used to specify what the Terminal Server SessionName start with, usually RDP-
With                                                            TCP (that is a single dash)

Terminal Server Dialer Custom Action Any Custom       <blank>   Used to specify the Custom Action to run in place of Outlook’s dialer function
                                      Action                    Example: Execute (Iexplorer, http://xyz)
                                                                Where xyz is the internal URL that will fire your phone system function to dial the
                                                                phone for the current user. To do this you may need to store the IP address of the
                                                                user’s computer and the user’s phone in one of the unused fields of the User’s CRM
                                                                User record. The URL would include field replace functions like
                                                                {{User.InternetFreeBusyAddress}} or wherever fields you decide to store the IP
                                                                Addresses in. Let us know if there is a need to dynamically reference the user’s IP
                                                   address, but I suspect your phone system requires static IP addresses anyway.

Toolbars Demo Mode Menu            Yes | No   No   This option is designed for CRM Extensions resellers that want to give demonstrations of the CRM
                                                   software and temporarily want to hide the CRM Extensions Toolbars (a VERY NICE and VERY
                                                   USEFUL additional option for the Extensions) during the introduction of the CRM product as the
                                                   Toolbars at first appearance can make the interface look more complex (but in they put CRM usage
                                                   on steroids for daily use). Turn this option to Yes and you will see an additional option appear at the
                                                   bottom of the CRM / Utilities menu.

TSCRM Bar Use Extensions Buttons   Yes | No   No   The CRM Extensions as of version 5.0.23 provides the capability to replace each of the TeamScope
                                                   CRM toolbar buttons (on the main Outlook window) with standard Outlook button faces (that are no
                                                   affected by the Terminal Server/RDC clipboard bug) and the “action” type buttons will launch either
                                                   the standard CRM functions for those buttons OR for the following action type buttons any Extensio
                                                   Custom Action.
                                                           New Mail button
                                                           Reply Mail button
                                                           Journal Mail button
                                                           Journal button
                                                           Task button
                                                           Appointment button
                                                           Documents button
                                                           New Project button
                                                           Dashboard button
                                                           Help button


                                                   IMPORTANT NOTE:
                                                   If you have the CRM Extensions Toolbars option then this function is taken to and entirely new level
                                                   that can be very productive and efficient for your more sophisticated and/or advanced CRM users
                                                   while remaining transparent to your more novice users. Simply stated, the Toolbars option allows th
                                                   CRM Administrator to specify for each of these buttons a different Custom Action to be launched
                                                   depending on which “control” type key(s) are down when the user clicks the button. A simple (no
                                                   control key down) just runs the usual type Custom Action for the button that was clicked. However,
                                                   if any of the following key combinations are held down then a different Custom Action may be
                                                   specified to run. Here are the control keys supported:
                                                           <NoKeyDown>
                                                           <shift>
                                                           <control>
                                                           <alt>
                                                           <shift><control>
                                                           <shift><alt>
                                                           <control><alt>
                                                   Now, just in case you may be thinking this topic is too complex, let us give you and example that is
                                                                 actually one of the defaults that are shipped with the Toolbars option. Assign the <shift> key to
                                                                 Email, Journal, Task, Appointment, Project to view that type of items for the active contact so that
                                                                 when the user is holding down the <shift> key and clicks the Journal button the Extensions will
                                                                 display a list of all of the Journals for the active contact and the user may then select one or more of
                                                                 the listed Journals to view. And if the user just clicks the Journal button without holding down the
                                                                 <shift> key then a normal CRM Journal is created for the active contact.
                                                                 Note that each of these TSCRM Bar options (any one or all of them) may be placed in the user’s loca
                                                                 CRM Extensions Config” folder to provide for user specific overrides to any of these options.
                                                                 Contact your CRM Extensions reseller for additional information on the CRM Extensions Toolbars
                                                                 option… a very high ROI option!!

TSCRM Bar Use Extensions Custom Actions   Yes | No |        No   This option specifies which set of functions are to be launched when the above listed buttons are
                                          Custom Action          clicked by the user.
                                          for each of the
                                                                 To direct the Extensions to use the default TS CRM functions for each of these buttons simply set the
                                          10 listed TS
                                                                 value of this option to “No”
                                          CRM toolbar
                                          buttons                To direct the Extensions to use a set of Extensions default Custom Actions for each of these 10
                                                                 buttons then specify “Yes” for this option. Default Custom Actions used are:



                                                                          Button                    Default Extensions Custom Action

                                                                          New Mail button           Mail

                                                                          Reply Mail button         Mail (Reply to Selected Email)

                                                                          Journal Mail button       Record (Selected E-mail)
                                                                                                    or
                                                                                                    Journal (Selected E-mail)

                                                                                                    Which one depends on the “Email Journaling” option on the
                                                                                                    “Operation” tab of the TS CRM Options Manager.

                                                                          Journal button            Journal (Phone Call) NoNotes

                                                                          Task button               Task (Blank)

                                                                          Appointment button        Meeting (Blank)

                                                                          Documents button          Execute (TSCRM.DocumentsButton)

                                                                          New Project button        View (ProjectsAndOpportunities)
                                                 Dashboard button         Execute (TSCRM.DashboardButton)

                                                 Help button              Execute (TSCRM.HelpButton)



                                        To override the default CRM Extensions functions for these buttons then specify 10 valid CRM
                                        Extensions Custom Actions (one for each of the buttons listed above and in that order) each separated
                                        by a comma and a space. Here is an example of a Custom Action for each of these buttons:
                                                 Email (No Notes); Email (Reply to Selected Email); Record (Selected Email); Journal
                                                 (Phone Call) No Notes; Task (NoNotes); Meeting (No Notes);Execute (Open, Explorer.exe,
                                                 O:\TeamScope CRM Data Files\Companies\{{AC.CompanyName}}); View (Projects and
                                                 Opportunities); View (Dashboard); Execute (Open, Explorer.exe, {{TSCRM Install
                                                 Path}}\Help)
                                        See the CRM Extensions web based Admin Help (on the “CRM” menu) for a link to additional
                                        documentation on the CRM Extensions “Custom Actions”.
                                        Note that each of these TSCRM Bar options (any one or all of them) may be placed in the user’s loca
                                        CRM Extensions Config” folder to provide for user specific overrides to any of these options.

TSCRM Bar Delay To Build On Outlook     The new button faces must be placed on the toolbar buttons after all other Outlook startup activity
Open                                    has completed. Depending on the speed of your system and the speed with which your Outlook
                                        opens you may want to adjust this setting more or less from a default of 5 second. More for slow
                                        Outlook start up and maybe a little less if your Outlook startup up very quickly.
                                        Note that each of these TSCRM Bar options (any one or all of them) may be placed in the user’s loca
                                        CRM Extensions Config” folder to provide for user specific overrides to any of these options.

TSCRM Bar Extensions Buttons Captions   You may specify text captions for one or more of the CRM toolbar buttons (all 17 of the buttons that
                                        are re-faced, see the list in the next option below). This may be nice when users are first learning
                                        CRM but may take up too much horizontal toolbar space. If the function of one or more of the
                                        toolbar buttons is confusing to your users you may want to use this option to put a short text caption
                                        for the button(s). If you what to provide your own captions then you must provide all 17 of them
                                        (many or most may be blank). Defaults is no caption text for any of the buttons.
                                        Note that each of these TSCRM Bar options (any one or all of them) may be placed in the user’s loca
                                        CRM Extensions Config” folder to provide for user specific overrides to any of these options.

TSCRM Bar Extensions Buttons ToolTips   You may specify tool tips (the little yellow windows that appear when you hover the mouse over a
                                        button) for one or more of the CRM toolbar buttons. This is a very nice way to display context
                                        sensitive help for the users for each of the buttons. This is especially useful if you are using your own
                                        Custom Actions for these buttons. If you what to provide your own tooltips then you must provide
                                        all 17 of them. Defaults for the TS CRM functions are the same as the TS CRM tooltips and the
                                        default for the Extension functions are as follows:
                                                Process currently selected item to set the CRM Active Contact
                                                Display the Active Contact/Company
                                                                 View All data for Active Contact/Company
                                                                 Associate the selected item with the Active Contact
                                                                 Create a new E-mail (recorded to Active Contact/Company)
                                                                 Reply to processed E-mail (recorded to Active Contact/Company)
                                                                 Record processed E-mail
                                                                 Create a new Journal (linked to Active Contact/Company)
                                                                 Create a new ask (linked to Active Contact/Company)
                                                                 Create a new Meeting (linked to Active Contact/Company)
                                                                 Display the Documents folder for the Active Contact/Company
                                                                 Display the CRM Opportunity/Project Manager
                                                                 Display the Company Dashboard with data for the Active Company
                                                                 Display the TeamScope CRM Help document
                                                                 Display the Synchronizer window
                                                                 Display the CRM Reporter window to run your CRM database reports
                                                                 Display the CRM Mail Merge window

                                                         Note that each of these TSCRM Bar options (any one or all of them) may be placed in the user’s loca
                                                         CRM Extensions Config” folder to provide for user specific overrides to any of these options.

Update Email History Items Created By   Yes | No   Yes   When Email is created through one of the CRM Extensions functions then the additional contact
TSCRM                                                    information is placed in the Email History items before they are moved to the Email History folder.
                                                         When Email is created through a TSCRM function then the Extensions software is not able to detect
Implemented version: 5.1.0.20                            the new Email History item until it arrives in the Email History folder at which point the additional
                                                         contact information is placed into the Email History items and then the Email History item is saved
                                                         again by the CRM Extensions.
                                                         Depending on Outlook versions and MS service packs, Exchange cached mode etc there may be a
                                                         case(s) where the Extensions software running on a user’s workstation other than the user the created
                                                         the Email History item may attempt to place the additional contact information into the Email Histor
                                                         item. When this is done by the software on more than one user’s computer then an Exchange
                                                         Conflict can occur.
                                                         This option is available to turn off the updates of Email History items created by TSCRM functions
                                                         when a company’s CRM implementation is experiencing Exchange conflicts in the Email History
                                                         folder. If this option is set to “No” then the updates in the Email History folder are not performed.
                                                         The contact data may still be copied to the Email History items using the “Extensions Data
                                                         Maintenance” utility.

UseBetaCode                             Yes | No   No    Occasionally the CRM Extensions will release new functions in a “Beta” mode that are not readily
                                                         available to all Extensions users. When Yes, this option will turn these “Beta” type functions on (if
                                                         there are any in your current CRM Extensions release).
                                                         As of Aug 1, 2008 the available options for CRM Extensions version 5.2.7 are:
                                                         FavoritesBugDoNotCopyItem
                                                         SupportDeletedEmailOption
                                                         NOCACHEDPICKERGRID
                                                        DoNotIndexOpportunitiesAndProjects
                                                        AddChildLinksRestoredNoteToContacts
                                                        DataViewsFilterUseOpportunitiesAndProjectsFields
                                                        RecoverLocalFailures
                                                        If you are interested in using any of these “UseBetaOptions” then call your Extensions reseller for
                                                        additional information on what these options actually do.

 Warn User If They Move A CRM Folder   Yes | No   Yes   This is primarily for laptop users with mouse pads where it is easy to accidentally move a CRM
                                                        folder within Outlook which in most cases would be VERY disruptive to CRM operations and break
                                                        the CRM links.
                                                        In most all cases you will want this option to be Yes.
                                                        Note: Unfortunately at this time Outlook does not provide a way to programmatically stop this folder
                                                        movement so can only return the folder to its proper location so CRM will function correctly.
                                                        However, Please also note, that if the folder was moved outside of the Public Folders (or outside of
                                                        the PST if TeamScope CRM was installed in a PST file) then if it was the Company or Contact or
                                                        Projects/Opportunities folders you will have CRM internal links that would be broken and need to be
                                                        restored. Please see your CRM reseller/support for assistance if you think this may be your case.
Back to Index of Options
[Custom Action Names]
Support for giving your Extensions Custom Actions your own user-friendly name with the addition of “CRM Extensions Config” section for “[Custom Action Names]”. Custom
Actions started very simple and very readable, however over the last few years the capabilities of Custom Actions have grown considerably and as a result gotten more complex.
This feature allows the giving of a user-friendly name to your more complex Custom Actions.

Format: Your Custom Action Name=the actual Custom Action properly formated
Example1: Email CRM Info=E-mail (C:<Email Templates>\CRM Info Email T:Email Mods)
Example2: Email - Select Template=E-mail (C:<Email Templates>\<Select>)
Rules:
1) No spaces around the equal (=) sign
2) Left of equal sign is whatever name you want for your Custom Action. Use this name in any of the Extensions options that specify Custom Actions.
3) The Custom Action Name must be unique in this list and must *not* be the same as a properly formatted Custom Action.
4) Right of the equal sign is the Custom Action text. ALL Custom Action syntax options are supported.
This function is controlled centrally but may be overridden for individual user with settings in their local config folder

 Option Name                               Possible Values    Default Value     Description and Usage Notes
 Whatever Name you want for your           Any Custom         None              The format of each of these options is:
 custom action                             Action
                                                                                Your Custom Action Name=Custom Action
                                                                                Rule #1 All Custom Action Names in this section MUST BE Unique within this section.
                                                                                Rule #2 The custom can be ANY of the Custom Actions that the CRM Extensions supports.

 Examples (these examples require the entries in the examples in the “[Custom Action Templates]” section below):
 CRM Intro Stream=Create(CRM Intro Email<;>CRM Intro Data Import<;>CRM Intro Meeting)
 CRM Intro Email=E-mail (C:<Email Templates>\Teamscope CRM Product and Solution Partner Introduction)
 CRM Intro Data Import=E-mail (C:<Email Templates>\Importing Contact data into TeamScope CRM T:CRM Intro Data Import) NoDisplay
 CRM Intro Meeting=Meeting(T:CRM Intro Meeting) NoDisplay
Back to Index of Options
[Custom Action Templates]
 Option Name                         Possible Values                                                Default Value   Description and Usage Notes
 Template Name (Field or Function)   Any text and all CRM Extensions {{Field Name}} field           None
                                     replace functions are supported. A few special text strings
                                     like <Email Templates> (folder shortcuts) are also supported

 Examples (used by the examples in the “[Custom Action Names]” section above):
 CRM Intro Data Import (@DateTime@CRM Send Date)={{DateAdd.d,2,{{Today}}}}
 CRM Intro Data Import (CopyToFolder)=<Deferred Delivery E-mail>
 CRM Intro Meeting(Subject)=CRM Intro: {{Contact.FullName}} ({{Contact.CompanyName}})
 CRM Intro Meeting(Start)={{DateAdd.d,1,{{Today}}}} 6:00AM
 CRM Intro Meeting(Body)=Lead Qualification Questions<cr><cr><cr>{{ConfigEntry.Reply Templates, Lead qualification questions}}
 CRM Intro Meeting(Save)=
Back to Index of Options
[Extensions Folders]
Usage Notes:
 This section allows you to provide Outlook folder paths for folders that are unique to the CRM Extensions
 The CRM Administrator now has the flexibility for where the listed folders are placed within your Outlook / Exchange folder structure. As of CRM Extensions 5.0.12 release
    the “Funds” and “Compliance” folders are listed but these options are not yet effective.
 All available options for this section are listed below
 Path example:\\Public Folders\All Public Folders\TeamScope CRM\Users\Deferred Delivery E-mail

 Option Name                          Possible Values                 Default Value                                         Description and Usage Notes
 Templates Folder                     Path to any Outlook folder      \\Public Folders\All Public Folders\TeamScope
                                                                      CRM\Users\Templates

 Journal Archive Folder               Path to any Outlook folder      \\Public Folders\All Public Folders\TeamScope
                                                                      CRM\Journal Archive

 Email History Archive Folder         Path to any Outlook folder      \\Public Folders\All Public Folders\TeamScope
                                                                      CRM\E-mail History\E-mail Archive

 Deferred Delivery Email Folder       Path to any Outlook folder      \\Public Folders\All Public Folders\TeamScope
                                                                      CRM\Users\Deferred Delivery E-mail



 Compliance Folder                    Path to any Outlook folder      \\Public Folders\All Public Folders\TeamScope         Not current used. Check with your CRM
                                                                      CRM\Companies\Compliance                              Extensions reseller to see if your current version
                                                                                                                            of the CRM Extensions is using this option.
 Fund Folder
                                      Path to any Outlook folder      \\Public Folders\All Public Folders\TeamScope         Not current used. Check with your CRM
                                                                      CRM\Companies\Funds                                   Extensions reseller to see if your current version
                                                                                                                            of the CRM Extensions is using this option.

 Client Fund Folder                   Path to any Outlook folder      \\Public Folders\All Public Folders\TeamScope         Not current used. Check with your CRM
                                                                      CRM\Companies\Client Funds                            Extensions reseller to see if your current version
                                                                                                                            of the CRM Extensions is using this option.
Back to Index of Options
[Favorites Folder Management]
Usage Notes:
 Only applies to workstations using Outlook 2003 and 2007 when in Cached Mode or running Offline use the Public Folders\Favorites folders
 Recent Microsoft updates have changed the behavior of creating items in the Favorites folders
 These options are intended to assist you in fine tuning how the CRM Extensions creates new items in Favorites

                                                Possible    Default
 Option Name                                    Values      Value      Description and Usage Notes
 Cached Mode Create Items In Public Folders     Yes | No    Yes        When the user is running Outlook 2003 or later AND is running Outlook in Cached Mode AND the CRM folders
                                                                       are properly set up in the “Public Folders\Favorites” folder THEN to avoid a bug that was introduced by Microsof
                                                                       in the January 2007 Outlook Security update this option should be set to “Yes” so that all new CRM items are
                                                                       created directly in the real Public Folders (not the Favorites copy of the folder) so the bug can be avoided.
                                                                       If you are not running in Cached Mode with your CRM folders in “Favorites” then leave this option = No
                                                                       Additional Information:
                                                                       Standard TSCRM folders are used to create new CRM Extensions items if any of the following are true:
                                                                            The User 's Outlook version is 2002(XP) or before
                                                                            The user is NOT running in Outlook 2003/7 "Cached Exchange Mode"
                                                                            The user is running Offline
                                                                       If neither of the above 3 bullet items are true then the this option is used to determine where to create new CRM
                                                                       Extensions items.
                                                                       Possible Values for "Cached Mode Create Items In Public Folders" option are:
                                                                            Yes = Create all NEW CRM items directly in the Public Folders when online (Favorites when offline
                                                                                since that is the only option)
                                                                            No = (default) Create all *NEW* CRM items in the current folder that TS CRM as the active folder for
                                                                                that type of item
                                                                            Favorites = Create all *NEW* CRM items in the "Public Folders\Favorites" folders if Favorites is being
                                                                                used"
                                                                            Any combination of the following folders will specify that items created in these folders are to be created
                                                                                in the “Public Folders” and NOT in Favorites (semicolon delimited list):
                                                                                ;Company;Contact;Journal;EmailHistory;Task;Calendar;Project;Products;Pipeline;Portfolio;KnowledgeB
                                                                                ase;" (Added in version 5.0.20)
 Save New Company/Contacts Forms Before         Yes | No    Yes        CRM forms can be created by a variety of sources (TeamScope CRM functions, CRM Extensions functions,
 Opening                                                               directly in the folder by the user, etc). To help manage the MS Outlook bug described above when item must be
                                                                       (or have been directed to be by the option above) created in the Cached Mode Favorites folders then the forms
                                                                       often can only be saved once (programmatically or by the user or both).
                                                                       To support CRM linkages between Parent and Child type forms the Parent type forms MUST be saved before the
                                                                       children can be linked to the parent (long birds and bees story, just believe me ok).
                                                                       Company and Contact forms are parents only when a child is created (duh) therefore it is possible to have this
                                                                       option be “No” however, if “No” and a user attempts to create a child from a new unsaved Contact (by clicking th
                                                                       Journal, Task, etc buttons) then the user will be prompted to Save the Parent Contact first before attempting to
                                                               create the Child item. In this case, if the user has finished inputting all of their desired data into the new
                                                               Contact/Parent then a Save is safe and ok, so click ok to the save prompt. If you are not finished filling out the
                                                               data on the parent form then click no/cancel to not save the parent and return to finish filling in your data before
                                                               creating the child items.
                                                               This check is called from the form’s Item_Open routine as the item is being displayed but before the user sees the
                                                               item.

Save New Opportunity/Project/Workflow       Yes | No     Yes   Same as “Save New Company/Contacts Forms Before Opening” except for Opportunity/Project/Workflow as the
Forms Before Opening                                           Parent item.
                                                               This check is called from the form’s Item_Open routine as the item is being displayed but before the user sees the
                                                               item.

Save New Journal/Task/Appt/Children Forms   Yes | No     No    Basically the same as “Save New Company/Contacts Forms Before Opening” except for
Before Opening                                                 Journal/Task/Appt/Children forms.
                                                               If the user uses the “CRM Functions” tab to create another “child” type item from the current “child” type item
                                                               then the first child becomes a “parent” (legitimate in this case) and the first child must be saved before the second
                                                               child can be linked to the first child as its “parent”.
                                                               Use this option if you often create child items from child items and you get tired of being prompted to save the
                                                               first child item but just as described above with Company/Contact make sure you have finished inputting any data
                                                               you want in the first child as you may not be able to save it a second time.
                                                               This check is called from the form’s Item_Open routine as the item is being displayed but before the user sees the
                                                               item.

Check Saved Before Creating Children        Yes | No |   Yes   This option provides more refinement to the above 3 options.
                                            Company
                                                               When “No” this option will suppress the prompt described in the above 3 options and allow the creation of the
                                            and
                                                               child without the “parent” link, which of course will potentially create an “orphan” child (right from birth, brutal)
                                            Contact
                                            Only               If Yes, and the “Parent” item needs to be saved and the user is in Favorites it will be closed and immediately
                                                               reopened to help get around the MS Outlook bug described above (if not in Favorites the item will just be saved).
                                                               If “Company and Contact Only” then the “Parent” item is only saved if the “Parent” is a CRM Company or CRM
                                                               Contact type item. This option is new as of Extensions build 5.1.0.26 and is now the default for new CRM
                                                               Extensions installations and is the least intrusive while still maintaining the integrity of the linkages between the
                                                               CRM items.
                                                               This check is done at the beginning of each of the routines that create CRM Extensions items.

Check Parent Saved For Link ID              Yes | No     Yes   This check is performed at the time the Parent ID is set into the newly created child item. If the Parent is not save
                                                               first there will not be an ID to build the child link (just believe me).
                                                               If “No”, then the if the parent item is new (no EntryID), the Parent will be saved without prompting the user and
                                                               the child link will be properly built.
                                                               If “Yes” then the parent is saved per the 3 “Save New formtype Forms Before Opening” options above. Making
                                                               this option “Yes” allows the CRM Admin to force critical parent links to the normal CRM
                                                     Company/Contact/Opportunity/Project/Workflow items but forgo parent links with the Journal, Task, etc forms as
                                                     the parents.
                                                     This option only comes into play when “Check Saved Before Creating Children” is “No”

 Save Items As Before Cached Mode   Yes | No   Yes   Only used at beginning of "Launch External Functions" routine. By default the item the External Function is
                                                     launched from is saved just in case the External Function references the Item’s EntryID or in case the External
                                                     Function includes a follow-on Custom Action which most often would create a new child item that would make
                                                     the item that launched the External Function a “parent”. All the “parent” type discussions above would then apply
                                                     If all of your External Functions don’t require linkage to the current item and not require the current item’s
                                                     EntryID then this option may be set to “No”.
Back to Index of Options
[Local Failures Recovery Options]
This function provides support for detecting and automatically recovering Local Failures (LF) items. This function is currently in “Beta” and if you use it, please provide us
(support@nwtri.com) and your CRM Reseller feedback on what you like/don’t like and what changes/additions you would like to see in the function. This Local Failures recovery
function is fully functional while TSCRM is in Trial mode and while this function is in beta status. When beta is over this function will likely be sold separately and/or as part of a
“Utilities” package that would be sold separately.

Local Failures function only affects people running Outlook in Exchange Cached Mode. It can be frustrating when you make changes to items in your “Favorites” folders and then
those changes do not get back to the Public Folder item so the changes appear to be lost (and Outlook does not inform you when Local Failures occur you). If you happen to look
in your “Local Failures” folder you will see the copy of the item with your changes but no automatic way of finding the corresponding Public Folder item and no way to copy
(short of manual copy/paste) your changes back to the Public Folder item… This behavior is a function of Microsoft’s design for the “Favorites” functionality and is part of the
Outlook platform that TSCRM runs on and CRM data can be affected when the CRM user is running in “Cached Mode” using Public Folder Favorites… changes to CRM data can
appear to be “lost” but really the changed copy is just stuck in the “Local Failures” folder.

There are a number of options to control the specific behavior of the recovery process, how the user is notified, which folders are searched for specific types of Outlook items, etc.
When network issues persist the Local Failures folder may accumulate a number of items and one of the options specifies that if one of the items successfully finds a matching
item on the server then continue and attempt to process each of the remaining items in the Local Failures folder. If the first item does not find a match then the processing stops so
it is important to remove items from the Local Failures folder that repeatedly can not find a match so that this automated processing will process all the remaining items in the
folder.

Usage Notes:
        This 'Local Failures Recovery' function is to be considered to be in "Beta" status and your feedback is welcome and encouraged. Final packaging of this function will
         most likely be as a separately purchasable utility to be run within your Outlook environment... at the moment it is here as part of the CRM Extensions package.
        Each of the first options are intended to be self explanatory
        The MessageClass options allow you for each messageclass that may get stuck in the Local Failures folder to specify which folders to search for the corresponding server-
         side item. Multiple folders may be specified separated with a semicolon and a space (as shown in the examples below).
        When items with custom forms are processed in the LF folders this processor attempts to publish the custom form definition to the LF folder so that when the user opens
         the LF item it will appear in the expected custom form and not in Outlook’s default form.
        Local Failures may also be processed with a Custom Action of: Execute (CRMExt.ProcessLocalFailures)
        To turn this feature on with default settings just change the first 2 options to Yes

Other Ideas:
     We are thinking that it would be nice to have a “Local Failures Manager” type window with functions to assist the user in manually finding the matching server-side item
         as well as a function to process only the selected LF items and to delete the selected, etc.
     As you use this function and think of additional ideas please forward your feedback and suggestions to support@nwtri.com

                                                                            Default
 Option Name                                      Possible Values           Value           Description and Usage Notes
 Local Failures License                           Encrypted license         Expires:        This Local Failures Recovery function is currently in beta through Jan 30, 2009 at which
                                                  string                    1/30/2009       time the current plan is to have it be a separately purchasable utility. This function supports
                                                                                            non CRM data as well so it needs to be able to run independently of CRM and the
                                                                                 Extensions.

Auto Process Local Failures At Startup      Yes | No              No             Specify if the LF recovery process is to be run each time Outlook is started. If a match is
                                                                                 found for the first LF item then if “Auto Process All Remaining At Each Occurrence =Yes”
                                                                                 then the remaining LF items will be processed.
                                                                                 If you get multiple email reports that a match can not be found for a specific LF item then
                                                                                 you will need to: 1) find the corresponding item manually and copy data from the LF item to
                                                                                 the server-side item as appropriate or 2) Just delete the LF item.

Auto Process Local Failures When They       Yes | No              No             With this option on you will get real-time email notifications that of the last items you edited
Occur                                                                            was copied to the LF folder and the edits did not make it back to the server-side copy. This
                                                                                 is very nice to have as “Yes”.
                                                                                 Note, however, if it was a network connectivity issue that caused the LF situation in the first
                                                                                 place that the same issue(s) may prevent this LF Recovery process from finding the
                                                                                 corresponding server-side item. As noted above you may build a Custom Action to launch
                                                                                 the LF recovery process anytime you would like… so when network connectivity is
                                                                                 recovered you may want to run the custom action.
                                                                                 Custom Action: Execute (CRMExt.ProcessLocalFailures)

Auto Process All Remaining At Each          Yes | No              Yes            If a match is found for the first LF item then this option specifies that all of the remaining LF
Occurrence                                                                       items are to be processed.

Only Update Server Copy                     Always | When Older   When Older If the LF has been in the LF folder for some time and the corresponding server-side item is in
                                            Than Local Failures   Than Local    the Public Folders and was more recently edited then the LF copy may in fact contain old out
                                            Copy                  Failures Copy of date data and the differences should not be copied to the server-side copy. Depending on
                                                                                your usage and circumstances you may elect to set this option to “Always” but if you do be
                                                                                sure to check the notification emails for the list of fields and their values that were updated
                                                                                so that you can verify that the LF data was in fact most current.
                                                                                 Each notification email reporting a successful update contains a list of each field that was
                                                                                 updated along with both the old and new data values.

Email Notification For Local Failures Not   Yes | No              Yes            A email summary of each LF item that was not successfully recovered can be sent to the
Recovered                                                                        addressees specified below. Since LF items represent data that has not been copied back to
                                                                                 the real server-side item your changes to this item will appear to have been lost. Therefore
                                                                                 this notification can be very important to your business process.
                                                                                 The email notifications contain hotlinks to the items so it is very quick and easy for you to
                                                                                 check things out.

Email Notification For Local Failures       Yes | No              Yes            A email summary of each LF item that was successfully recovered can be sent to the
Recovered                                                                        addressees specified below. Since the server-side item was found and the changes uploaded
                                                                                 to the server-side item you may or may not want to be notified. We recommend that you at
                                                                                 least start with this option set to “Yes” so you have a chance to verify the data was recovered
                                                                                 as you expect it should be.
                                                                              The email notifications contain hotlinks to the items so it is very quick and easy for you to
                                                                              check things out.

Email Notification Addressees To       smtp email address(s)   <Current       Specifies who the “To” addresse(es) are to be for the notification emails.
                                       and/or <Current         User>
                                                                              Usually this option is <Current User>
                                       User>

Email Notification Addressees CC       smtp email address(s)   <blank>        Specifies who the “To” addresse(es) are to be for the notification emails.
                                       and/or <Current
                                                                              You may want to specify your Exchange and/or Network Administrator in this list so that
                                       User>
                                                                              they are made aware that LF items are being created in your environment and they may be
                                                                              able to make adjustments to minimize these from happening in the future.

Email Notification Addressees BCC      smtp email address(s)   <blank>        Specifies who the “To” addresse(es) are to be for the notification emails.
                                       and/or <Current
                                                                              Usually this option is left blank
                                       User>

After Successful Recovery Move Local   Sync Issues –           Sync Issues – Once an LF item is successfully recovered or if multiple server-side items are found this
Failures Item To                       Resolved | Deleted      Resolved      option specifies where the LF item should be moved to.
                                       Items
                                                                              When “Sync Issues – Resolved” is specified a new folder called “Sync Issues – Resolved” is
                                                                              created in the user’s MailBox folders next to their “Local Failures” folder and under this
                                                                              folder will be subfolders for each type of LF item that was recovered. This makes it easy for
                                                                              the user to access and reference and monitor the quantity of LF items. Be sure to clear these
                                                                              folders out from time to time.

MessageClass IPM.XXX                   Any valid Outlook       Shipped with   This option shipped with the following defaults:
                                       standard or custom      list to the
                                                                              MessageClass IPM.ACTIVITY=<Mailbox Journal>
                                       messageclass            right add or
                                                               delete from    MessageClass IPM.APPOINTMENT=<Mailbox Calendar>
                                                               this list as
                                                                              MessageClass IPM.CONTACT=<Mailbox Contacts>
                                                               appropriate
                                                                              MessageClass IPM.TASK=<Mailbox Tasks>
                                                                              MessageClass IPM.ACTIVITY.CRM JOURNAL=<CRM Journal>;<CRM Journal Archive>
                                                                              MessageClass IPM.APPOINTMENT.CRM APPOINTMENT=<CRM Calendar>
                                                                              MessageClass IPM.CONTACT.CRM COMPANY=<CRM Companies>
                                                                              MessageClass IPM.CONTACT.CRM CONTACT=<CRM Contacts>; <CRM Leads>
                                                                              MessageClass IPM.CONTACT.CRM USER=<CRM Users>
                                                                              MessageClass IPM.NOTE=<CRM Email History>; <CRM Email History Archive>;
                                                                              <Drafts>; <Inbox>; <Sent Items>; <CRM Deferred Delivery Email>
                                                                              MessageClass IPM.TASK.CRM OPPORTUNITY=<CRM Opportunities>
                                                                              MessageClass IPM.TASK.CRM PROJECT=<CRM Projects>
                           MessageClass IPM.TASK.CRM TASK=<CRM Tasks>
                           MessageClass IPM.CONTACT.CRM COMPLIANCE=<CRM Compliance>
                           MessageClass IPM.CONTACT.CRM FUND=<CRM Funds>; <CRM Client Funds>
                           MessageClass IPM.CONTACT.CRM PORTFOLIO=<CRM Portfolios>
                           MessageClass IPM.TASK.CRM PIPELINE=<CRM Pipeline>
                           MessageClass IPM.TASK.CRM PRODUCT=<CRM Products>
                           MessageClass IPM.TASKREQUEST*=<Inbox>; <Sent Items>
                           MessageClass IPM.NOTE*=<Inbox>; <Sent Items>
                           MessageClass IPM.SCHEDULE*=<Inbox>; <Sent Items>
                           MessageClass IPM.REPORT*=<Inbox>; <Sent Items>
Back to Index of Options
[Extensions Variables]
Extensions field substitution capability has been expanded to allow the Admin or user to specify any number of variables and their corresponding values that are made available to
the field substitution function. These new variables are specified in either of 2 ways:
1) By adding your variable definitions to the new section called “Extensions Variables” located in the “CRM Extensions Options” configuration item located in both the Public and
user configuration folders (values in the user/private will override the public). These are loaded when Outlook starts.
2) By using any number of “Custom Actions” with the new “Set” verb. This allows the user to change (or add) any of these user variables/values while Outlook is open. The
Custom Action format is “Set (Ext.VariableName=Value). Both the VariableName and Value make use of the Extensions field substitution function which also includes a user
prompt {{!Prompt Text!}}.

Stay with me now… Yes, this is advanced but it is very powerful and flexible. Say you want to generate a template email for the contacts of each of the selected folder items…
and dynamically set the “DeferredDeliveryTime” to a value you want to specify just before you create the items. Here is how you would do it.
1) Create a Custom Action of Set (Ext.DeferredDeliveryTime={{!Input Deferred Delivery Time!}} and run that Custom action when you want to set up the Deferred Delivery
time
2) Then create a Custom Action Template in the Custom Action Processing Mode that will set the new email’s DeferredDeliveryTime to your new variable. This Custom Action
Processing Mode Reply Template would look like “Your Template Name {{DeferredDeliveryTime}} and the text in the right cell would be {{Ext.DeferredDeliveryTim}}.
Now each of the emails that are created with this template will get the Deferred Delivery Time value that the user enters to the Custom Action prompt in step 1.

Additional Notes:
 User Defined 'Extensions Variables' examples below.
 Variables are defined here in this 'CRM Extensions Config' item (Local overrides Central).
 These are set when Outlook starts up and may also be defined with 'Custom Actions' using the 'Set' verb,
 Custom Action Example: Set (Ext.YourVariableName=Your Value)
 Or also you could use a prompt with Set (Ext.Your Next Variable name={{!Prompt text here!}})
 Note: These are only usable with Extensions {{Field Name}} replace functions and *not* in TeamScope CRM "Reply Templates"

                                                                                                    Default
 Option Name           Possible Values                                                              Value         Description and Usage Notes
 User Variable1        Whatever text you what

 User Variable1        Multiple line 'values' are NOT directly supported. However, you may
                       specify "<cr>" for a new line and "<tab>" for a tab character and the text
                       of these will be replaced by the Extensions software with the correct
                       characters. Also no blank lines between variable definitions.

 User Variable2

 User Variable3        Name your Variables whatever you want, NO spaces around the "="
                       signs

 User Variable4        Prompt for values with {{XX!Text of the user prompt here!XX}} Take
                       the "XX" out
Back to Index of Options
[Enforce Categories On Forms]
The TeamScope CRM “Categories” are defined by the CRM Administrator on the “Categories” tab of the CRM Options Manager (on the CRM toolBAR droplist / Options).
Often it is important for the Categories of your CRM items to be constrained to this list.

If Yes, then when the user attempts to enter a Category value that is not in the Options “Categories” tab they will get a message and the disallowed value will be removed from the
categories list.

If No, then the user will be able to manually enter any category value they would like

 Option Name                                                       Possible Values       Default Value         Description and Usage Notes
 Appointment Enforce CRM Categories                                Yes | No              No                    See notes above

 Company Enforce CRM Categories                                    Yes | No              No                    See notes above

 Contact Enforce CRM Categories                                    Yes | No              No                    See notes above

 Lead Enforce CRM Categories                                       Yes | No              No                    See notes above

 Journal Enforce CRM Categories                                    Yes | No              No                    See notes above

 KB Enforce CRM Categories                                         Yes | No              No                    See notes above

 Opportunity Enforce CRM Categories                                Yes | No              No                    See notes above

 Pipeline Enforce CRM Categories                                   Yes | No              No                    See notes above

 Portfolio Enforce CRM Categories                                  Yes | No              No                    See notes above

 Product Enforce CRM Categories                                    Yes | No              No                    See notes above

 Project Enforce CRM Categories                                    Yes | No              No                    See notes above

 Task Enforce CRM Categories                                       Yes | No              No                    See notes above

 User Enforce CRM Categories                                       Yes | No              No                    See notes above

 Teamwork Enforce CRM Categories                                   Yes | No              No                    See notes above
Back to Index of Options
[Explorer Command Bar Additions]
Automatic modification of the user’s Outlook toolbars so that the CRM Admin can make sure that the handy Outlook toolbar buttons are always available for all of their CRM
users. For example changing folder views with Outlook 2003 is 3 levels deep on Outlook’s “View” menu. With this new feature you can now add the “Current View” selector to
the standard Outlook toolbar so that all CRM users have quick access to the folder view selector at all times for all of their Outlook folders. The default settings for all users
should be put in the central CRM config folder and overrides for specific users may be put in the user’s local CRM config folder under “Notes” in their Mailbox.

Additional Notes:
 Below are examples of how you can modify Outlook's toolbars on the main Outlook window
 The first one copies the Current View button from the Advanced toolbar to the Standard toolbar just before the Address Book button
 Remove the XX characters to activate one of these examples
 Format: Unique Identifier=Action; Toolbar; Button Name[; Copy To Bar; Copy before button name]
 Valid "Actions" are: Copy, Delete, Invisible, Visible
 The Outlook Toolbar names are displayed on the Outlook View / Toolbars menu
 The Outlook button names are displayed in the button tooltips
 The “Copy To Bar; Copy before button name” options only apply when using the “Copy” Action.
 This function is controlled centrally but may be overridden for individual user with settings in their local config folder

 Option Name                                        Possible Values          Default Value                         Description and Usage Notes
 Current View                                                                Copy; Advanced; Current View;
                                                                             Standard; Address Book…

 Move to Folder                                                              XXDelete; Standard; Move to
                                                                             Folder

 Find Invisible                                                              XXInvisible; Standard; Find

 Find Visible                                                                XXVisible; Standard; Find
Back to Index of Options
[Search Index Refresher Additional Fields]
The CRM Extensions “Search Index Refresher Additional Fields” section is used to add additional customer site specific fields to the list of fields that will be indexed when the
user starts their Outlook session. The search index refresher is already setup to index all of the TS CRM and CRM Extensions search fields so you do not need to specify those
fields.

The green text below is the section that you would add to the CRM Extensions Config. Change these option values as appropriate for the folders and fields to be indexed.

'*******************************************************************
'Search Index Refresher Additional Fields
'*******************************************************************
[Search Index Refresher Additional Fields]

Additional Notes:
 Below are examples of how you can modify Outlook's toolbars on the main Outlook window
 This function is controlled centrally but may be overridden for individual user with settings in their local config folder

 Option Name                 Possible Values               Default Value             Description and Usage Notes
 Unique Option Name          Any folder                    none                      Please see the description below for the format for the options in this section.
 Each of the entries in this section are formatted as follows:

 Option Key Name=Displayed Folder Name; CRM Folder Name; Filter string; Favorites | All Public Folders

 The Option Key Names are any descriptive string that is unique within this section
        Typical Name would be made up of: FieldName FolderName Location

 Key Value is made up of 4 parts:
        Displayed Folder Name – Any string you would like to have displayed in the blue progress window for this folder

          Folder Name – Specify either the full Outlook folder path (\\Public Folders\All Public Folders\Some Folder\Sub Folder Name\etc) or one of the following shortcut
          entries:
                   CRM_Calendar
                   CRM_Companies
                   CRM_Contacts
                   CRM_EmailHistory
                   CRM_Leads
                   CRM_Journal
                   CRM_Tasks
                   CRM_Projects
                   CRM_Opportunities
                   CRM_Users
                   CRM_Portfolios
                   CRM_Products
                   CRM_Pipeline
                 CRM_KB
                 CRM_TeamWork

        Filter String – [Field Name] = ‘x{{Now}}z’
        For text fields just replace “Field Name” with your field name to be indexed and leave the search text as is.
        For non text fields you will need to specify a search text value that will never be found in the folder (this forces a read through all folder records).

        Location - Favorites | All Public Folders
        This is the location of the folder that is to be indexed. “Favorites” is useful when users are using Exchange Cached Mode or Offline operation.
        When not using Exchange Cached Mode then only use the “All Public Folders”

NOTES:
    You may add a special key name to this section named “Do Not Index” and the Key Values separated by “; “ (semicolon and a space) are any of the special “Folder
       Name” options listed above (plus Journal Archive; Email History Archive; Deferred Delivery Email) and any of the default field names that are refreshed by this
       function (e.g. BillingInformation; Mileage; Projects; Opportunities; Project Link IDs; ParentCo Link IDs; Item Type; CompanyName; FirstName; LastName;
       FullName; Email1Address; Email2Address; Email3Address; JobTitle; Contacts; CardData; ContactNames; GovernmentIDNumber; Owner; Assigned To; Assigned To
       Rep)

        Most often this option would be used to not index the Projects and/or the Opportunities fields because they take a longer time to index and they are not needed with the
        Extensions Data Views function.

        Example: Do Not Index= Journal Archive; Opportunities; Owner; GovernmentIDNumber; ContactNames; CardData

Examples that are often useful in a CRM Extensions environment:
Do Not Index= Journal Archive; Opportunities; Projects; Owner; GovernmentIDNumber; ContactNames; CardData

EmailArchive1BillInfo=Email Archive - FOLDER NAME; \\Public Folders\All Public Folders\PATH TO FOLDER; 2; [BillingInformation] = 'x{{Now}}z'; All Public Folders
EmailArchive1Mileage=Email Archive - FOLDER NAME; \\Public Folders\All Public Folders\PATH TO FOLDER; 2; [Mileage] = 'x{{Now}}z'; All Public Folders
EmailArchive1ProjRef=Email Archive - FOLDER NAME; \\Public Folders\All Public Folders\PATH TO FOLDER; 2; [Opportunities] = 'x{{Now}}z'; All Public Folders
EmailArchive1ProjLinkIDs=Email Archive - FOLDER NAME; \\Public Folders\All Public Folders\PATH TO FOLDER; 2; [Project Link IDs] = 'x{{Now}}z'; All Public
Folders
EmailArchive1ParentCo=Email Archive - FOLDER NAME; \\Public Folders\All Public Folders\PATH TO FOLDER; 2; [ParentCo Link IDs] = 'x{{Now}}z'; All Public
Folders
NOTE: Replace “FOLDER NAME” with the name of your Email Archive folder and replace “PATH TO FOLDER” with the folder names to complete the Outlook folder path
to your Email Archive folder.

Created By Calendar Favorites=CRM Extensions Calendar; CRM_Calendar; 2; [Created By] = 'x{{Now}}z'; Favorites
Created By Calendar All Public Folders=CRM Extensions Calendar; CRM_Calendar; 2; [Created By] = 'x{{Now}}z'; All Public Folders
Created By Email History Favorites=CRM Extensions Email History; CRM_Email History; 2; [Created By] = 'x{{Now}}z'; Favorites
Created By Email History All Public Folders=CRM Extensions Email History; CRM_Email History; 2; [Created By] = 'x{{Now}}z'; All Public Folders
Created By Journal Favorites=CRM Extensions Journal; CRM_Journal; 2; [Created By] = 'x{{Now}}z'; Favorites
Created By Journal All Public Folders=CRM Extensions Journal; CRM_Journal; 2; [Created By] = 'x{{Now}}z'; All Public Folders
Created By Tasks Favorites=CRM Extensions Tasks; CRM_Tasks; 2; [Created By] = 'x{{Now}}z'; Favorites
Created By Tasks All Public Folders=CRM Extensions Tasks; CRM_Tasks; 2; [Created By] = 'x{{Now}}z'; All Public Folders
Back to Index of Options
[SPAM Email Filter]

If you would like to use the new CRM Extensions SPAM filter then add the following section to your “CRM Extensions Config” item located in the TS CRM config folders (Local
config folder settings will override any Central config folder settings). This function is NOT intended to replace any of your commercial SPAM filters but it is very useful to fine
tune what email is filtered out. Filtering rules are as follows:
         1.   This processing is only done for new email that arrives while Outlook is open.
         2.   If the email is not considered SPAM if it is from an internal Exchange user or from any contact that is located in the CRM Contact search path (see the “Search” tab
              in the CRM Options Manager)
         3.   If the email contains an attachment where the attachment DisplayName or FileName contain any of the specified strings (also subject to rule #2) then move the email
              to the specified folder. Multiple strings are delimited with a semicolon or <;>
         4.   If the email Subject or Body fields contain any of the specified strings (also subject to rule #2) then move the email to the specified folder. Multiple strings are
              delimited with a semicolon or <;>
         5.   The BillingInformation field of the emails that are moved are set to the value of the “Filter Emails Tag BillingInformation With” option so that you can show the
              “BillingInformation” field in the folder view and quickly see which emails were moved by this process.
         6.   These emails may be moved to any Outlook folder. Use a complete Outlook folder path or any of the CRM Extensions folder shortcuts. Here are the most common
              shortcuts supported for folders in the user’s mailbox:
                 <JunkEmail>
                 <DeletedItems>
                 <Mailbox>\SPAM              (where the user has created a new “SPAM” folder under Mailbox

The green text below is the section that you would add to the CRM Extensions Config. Change these option values as appropriate to suit your Outlook operating environment.
'*******************************************************************
'SPAM Email Filter
'*******************************************************************
'Documentation at: http://www.nwtri.com/CRMextensions/Help/CRM_Extensions_Options_Defined.htm#SPAM_Email_Filter
'Keys supported are below and hopefully clear on how to use them. Use this example as your guide
'This function is controlled centrally but may be overridden for individual user with settings in their local config folder
'The first 3 options below you may separate your sub strings to search for by with a semicolon or <;>
'Each incoming E-mail in the User's Inbox is screened for these substrings and if a substring is found
'the email will get its BillingInformation field set and be moved to the specified folder
'The CRM Contacts search path is used as a 'white list' (if the email from address is found in the CRM search
'path then the email is not considered SPAM and is not moved
[SPAM Email Filter]
Filter Emails With Attachments Containing=.pdf; .zip             '@> any substring of the attachment Display or FileName, Only moved of sender not found in CRM Contacts
Filter Emails With Subjects Containing=medication ; card; <blank>
Filter Emails With Message Containing=medication ; card
Filter Emails With From Address Containing=?
Filter Emails Move To=<JunkEmail>                                          '@> Path to folder to move filtered emails to. Ex \\Your mailbox name\Junk E-mail
Filter Emails Tag BillingInformation With=CRM Ext. SPAM Filter             '@> Some string to put into the BillingInformation field so you can know which emails
Domains To Ignore=Microsoft.com; ameritrade.com
Domains To Always Filter=
Additional Notes:
Keys supported are below and hopefully clear on how to use them. Use this example as your guide
This function is controlled centrally but may be overridden for individual user with settings in their local config folder

 Option Name                               Possible Values                               Default Value                         Description and Usage Notes
 Filter Emails With                        List of any strings                           None                                  Any substring of the attachment Display or
 Attachments Containing                                                                                                        FileName, Only moved if sender not found in
                                                                                         Typical values would be: .pdf; .zip
                                                                                                                               CRM Contacts

 Filter Emails With Subjects               List of any strings                           None                                 If the email Subject field contains any of
 Containing
                                                                                         Typical values would be: medication; the specified strings (also subject to rule
                                                                                         card; <blank>                        #2) then move the email to the specified
                                                                                                                              folder. To specify a blank subject use
                                                                                                                              <blank>. Multiple strings are delimited
                                                                                                                              with a semicolon or <;>
                                                                                                                               Case Insensitive.

 Filter Emails With Message                List of any strings                           None                                 If the email Message (Body) field
 Containing
                                                                                         Typical values would be: medication; contains any of the specified strings (also
                                                                                         card                                 subject to rule #2) then move the email to
                                                                                                                              the specified folder. Multiple strings are
                                                                                                                              delimited with a semicolon or <;>
                                                                                                                               Case Insensitive.

 Filter Emails With From Address           List of any strings                           None                                  If the email “From” field contains any of
 Containing                                                                                                                    the specified strings (also subject to rule
                                                                                         Typical values would be: ?
                                                                                                                               #2) then move the email to the specified
                                                                                                                               folder. Multiple strings are delimited with
                                                                                                                               a semicolon or <;>
                                                                                                                               Case Insensitive.

 Filter Emails Move To                     Any Outlook folder path or CRM                <JunkEmail>                           These emails may be moved to any
                                           Extension folder shortcut                                                           Outlook folder. Use a complete Outlook
                                                                                                                               folder path or any of the CRM Extensions
                                                                                                                               folder shortcuts. Here are the most
                                                                                                                               common shortcuts supported for folders in
                                                                                                                               the user’s mailbox:
                                                                                                        <JunkEmail>
                                                                                                        <DeletedItems>
                                                                                                        <Mailbox>\SPAM
                                                                                                         (where the user has created a new
                                                                                                         “SPAM” folder under Mailbox
 Filter Emails Tag BillingInformation   Any text string       None                                   The BillingInformation field of the emails
 With                                                                                                that are moved are set to the value of the
                                                              Typical value would be: “CRM Ext.
                                                              SPAM Filter”                           “Filter Emails Tag BillingInformation
                                                                                                     With” option so that you can show the
                                                                                                     “BillingInformation” field in the folder
                                                                                                     view and quickly see which emails were
                                                                                                     moved by this process.

 Domains To Ignore                      List of any strings   None                                  If the end of the “From” email address
                                                              Typical values would be domains like: matches any of these strings then the
                                                              Microsoft.com                         email is NOT moved.
                                                                                                     Partial email domain names are fine the
                                                                                                     process just checks for a match character
                                                                                                     for character starting from the right and
                                                                                                     working left until the end of your string is
                                                                                                     encountered.
                                                                                                     Case Insensitive.

 Domains To Always Filter               List of any strings   None                                   If the end of the “From” email address
                                                              Typical values would be domain         matches any of these strings then the
                                                              names that you want always filtered.   email IS moved.
                                                              Ex: BadEmailDomain.com                 Partial email domain names are fine the
                                                                                                     process just checks for a match character
                                                                                                     for character starting from the right and
                                                                                                     working left until the end of your string is
                                                                                                     encountered.
                                                                                                     Case Insensitive.
Back to Index of Options
[E-mail Compliance Filtering]
Email Compliance Filtering for all users or specific individuals. The CRM Administrator defines a list of words for the Subject and another list for the email Body (message) that
when these words or phrases exist will cause a copy of the email to be made out to a specified public Exchange folder. This is done silently in the background both online and
offline (provided the “Compliance” folder has been synchronized to go offline). See the "[E-mail Compliance Filtering]" section of the central “CRM Extensions Config” item for
these new settings.

Additional Notes:
Keys supported are below and hopefully clear on how to use them. Use this example as your guide
This function is controlled centrally but may be overridden for individual user with settings in their local config folder

 Option Name                               Possible Values                               Default Value                          Description and Usage Notes
 Tracking On                               Yes | No                                      No

 Add Matches To Categories Field           Yes | No                                      Yes

 Copy To Folder                                                                          \\Public Folders\All Public Folders\
                                                                                         TeamScope CRM\E-mail History\
                                                                                         Compliance

 Copy To Folder When                       Any Subject or Body Keys below | All                                                 Not yet implemented.
                                                                                                                                If this is important to your business operations
                                                                                                                                please consider contracting SWDittmar, LLC to
                                                                                                                                complete this function for you. You will have
                                                                                                                                direct influence on the design and be able to use it
                                                                                                                                much sooner.

 Email Copy TO                             Semi colon delimited list of E-mail
                                           addresses

 Email Copy CC                             Semi colon delimited list of E-mail
                                           addresses

 Email Copy BCC                            Semi colon delimited list of E-mail
                                           addresses

 Email Copy Subject Prefix                 Word(s)/phrase that will be prefixed to
                                           the Email copy that is sent to the above
                                           addressees

 Email Copy Importance                     High | Normal | Low

 Email Copy When                           Any Subject or Body Keys below | All                                                 Not yet implemented.
                                                            If this is important to your business operations
                                                            please consider contracting SWDittmar, LLC to
                                                            complete this function for you. You will have
                                                            direct influence on the design and be able to use it
                                                            much sooner.

Subject Contains      Any word(s) or phrases delimited by   Examples: compliance; quote; invoice
                      semicolon space
                      (Example: word1; word2)

Subject Missing       Any word(s) or phrases delimited by   Not yet implemented.
                      semicolon space
                                                            If this is important to your business operations
                      (Example: word1; word2)
                                                            please consider contracting SWDittmar, LLC to
                                                            complete this function for you. You will have
                                                            direct influence on the design and be able to use it
                                                            much sooner.

Subject If Contains   Any word(s) or phrases delimited by   Not yet implemented.
                      semicolon space
                                                            If this is important to your business operations
                      (Example: word1; word2)
                                                            please consider contracting SWDittmar, LLC to
                                                            complete this function for you. You will have
                                                            direct influence on the design and be able to use it
                                                            much sooner.

Subject But Missing   Any word(s) or phrases delimited by   Not yet implemented.
                      semicolon space
                                                            If this is important to your business operations
                      (Example: word1; word2)
                                                            please consider contracting SWDittmar, LLC to
                                                            complete this function for you. You will have
                                                            direct influence on the design and be able to use it
                                                            much sooner.

Body Contains         Any word(s) or phrases delimited by   Examples: compliance; quote; invoice; commit;
                      semicolon space                       stock; bond; option
                      (Example: word1; word2)

Body Missing          Any word(s) or phrases delimited by   Not yet implemented.
                      semicolon space
                                                            If this is important to your business operations
                      (Example: word1; word2)
                                                            please consider contracting SWDittmar, LLC to
                                                            complete this function for you. You will have
                                                            direct influence on the design and be able to use it
                                                            much sooner.

Body If Contains      Any word(s) or phrases delimited by   Not yet implemented.
                      semicolon space
                           (Example: word1; word2)               If this is important to your business operations
                                                                 please consider contracting SWDittmar, LLC to
                                                                 complete this function for you. You will have
                                                                 direct influence on the design and be able to use it
                                                                 much sooner.

 Body But Missing          Any word(s) or phrases delimited by   Not yet implemented.
                           semicolon space
                                                                 If this is important to your business operations
                           (Example: word1; word2)
                                                                 please consider contracting SWDittmar, LLC to
                                                                 complete this function for you. You will have
                                                                 direct influence on the design and be able to use it
                                                                 much sooner.
Back to Index of Options
[Field Trigger Forms]
Overview:
        Triggers may be defined for any field on any CRM form.
        Triggers may be set to fire (evaluated) when the field data changes or only when the form is saved.
        Any number of triggers may be defined for any single field
        When multiple triggers are defined for a single field you have the option of processing all triggers for that field or just processing the triggers in order until the processor
         encounters a trigger condition that is true.
        Triggers can fire any Custom Action or Custom Action Name (new with v5) and the custom action may use the “Create” verb which can be setup to create a whole chain
         of items and with offsetting dates if you would like or updating fields on the trigger field’s for or any linked forms.
        Triggers may be setup to prompt the user before launching the Custom Action, so the user may cancel the action if desired.
        The trigger prompt may be used without a Custom Action so that the prompt becomes a notification to the user.
        Text for the trigger prompts are defined by the CRM Admin and may contain any of the many {{field replace}} functions so that the text of the prompt may contain data
         from the form or any of the linked forms.
        By default triggers are off for all forms. Triggers are turned on by form MessageClass and a separate trigger definition must exist for each MessageClass that will be
         using triggers.
        3 things must be in place for triggers to be operational:
         1) the Outlook form must be republished with the “Triggers On” field checked,
         2) the forms MessageClass must be listed in the “[Field Trigger Forms] section and
         3) a section called “[Field Triggers For IPM.formMsgClass]” must be defined with the desired triggers for that form.
        Trigger default to central control but may be overridden for individual users
        Notes: Fields that are auto calculated by Extensions (like “Product Total” on the Opportunity form) will not detect field changes so triggers on these fields will only be
         evaluated when the form is saved.

NOTES:
        To turn on Triggers for a specific form it must be published with the "Triggers On" field set to true.
        This function is controlled centrally but may be overridden for individual user with settings in their local config folder

 Option Name                          Possible Values                Default Value     Description and Usage Notes
 Keys only, no key values (and no     Full Message Class of the      Blank/empty       The option key is simply the full Message Class of the Outlook form that will have the active
 equal signs)                         form that will have active                       triggers. If you have more than one form with active triggers then you will have one option
                                      Triggers                                         line in this section for each form.
                                                                                       The following example will establish that the CRM Opportunity and the CRM Appointment
                                                                                       forms can have Triggers
                                                                                       [Field Trigger Forms]
                                                                                       IPM.Task.CRM Opportunity
                                                                                       IPM.Appointment.CRM Appointment
Back to Index of Options
[Field Triggers For FormMessageClass]
Please see the "Extensions Release Notes" in the section for version 5.0.0.x for description of syntax AND then notes above in section [Field Trigger Forms]

 Option Name                 Possible Values               Default Value            Description and Usage Notes
 Trigger Options             ProcessAllMatches |           ProcessFirstMatchOnly
                             ProcessFirstMatchOnly

 Field Names that will                                                              The Option/Key Value has 4 sections delimited by a Semi Colon
 have Triggers
                                                                                    Section1 = Custom Action that will be launched if this Trigger criteria evaluated to true
                                                                                    Section 2 = NoPrompt | Prompt
                                                                                    Section 3 = the Trigger evaluation criteria
                                                                                    Section 4 = Admin note text (optional) all of the CRM Extensions {{FieldName}} field
                                                                                    replace functions are supported in this text (including <cr> and <tab> so you message to the
                                                                                    user can be very complete and context sensitive with information from the current form or
                                                                                    any of its linked forms (Contact, Company, etc).
                                                                                    The CRM Extensions release notes currently have the most complete definition of the syntax
                                                                                    supported for the Trigger criteria. To get quickly to this section in the release notes just
                                                                                    search for “Field Triggers – This capability can be very powerful”.
 Each of the entries in this section are formatted as follows:

 FieldName=Custom Action; Prompt | No Prompt; Criteria; [Admin Note for "Prompt"]

 The Key Names are the Field Names that are to have “Triggers” and are defined as follows:
 FieldName=The EXACT spelling of the Outlook standard or custom Field Name (case and space sensitive)
 If you will be defining more than one trigger for one Outlook field then you must make the entry in this section unique using the following convention:
 FieldName~1=used to supply mulitple Triggers for the same field, tilde and then any characters that make the 2nd thru nth key unique)
 FieldName~n=Unlimited number of multiple Triggers per field
          ~n! = WHEN the "!" is included AND the key for TriggerOptions=ProcessAllMatches, THEN
                 The processing of this set of the same field names will stop at the first true criteria with a “!”
                 and then processing will continue with the next unique field name
                 Useful when when there are multiple sets of fields with >1 criteria and one of the sets should stop with the first match

 Key Value Sections are: Custom Action;Prompt;Trigger Criteria;Admin Note
 Custom Action - can be any properly formatted Extension Custom Action or Custom Action Name
                  “<None>" may be used when using this function to only notify the user with a message
                  If "<None>" is used then "Prompt" and the "AdminNote" MUST be supplied
Prompt is either:
        “Prompt” to display either:
                  1) The default Triggers prompt of "A field value change has Triggered a 'Custom Action' to be run…"
                  2) The Admin Note supplied in the 4th section of this Key Value (optional – if omitted and “Prompt” then the default is used)
         “NoPrompt” to have no prompt displayed and the Custom Action to be automatically launched

Criteria = Trigger: Operator , Value
         Triggers= Change: | ChangeFrom: | ChangeTo: | AtSaveChange: | AtSaveChangeFrom: | AtSaveChangeTo:
                 Change = Triggers when Current value <> Previous value
                 ChangeFrom = Triggers when criteria evaluated with PREVIOUS value is true
                 ChangeTo = Triggers when criteria evaluated with CURRENT value is true
                 Prefix of "AtSave" to only evaluate the Criteria at ItemWrite when the form is Saved
         Operators= Instr, =, <>, <, >, <=, >= (default is "=")
                 Instr is only supported with standard Outlook Text fields (ie not Keywords type fields)
                 <, >, <=, >= are not supported for olYesNo and olKeywords Outlook field types
         Value=String, Number, etc that will be compared with the appropriate field value (previous or current)
                all {{Field Replace}} functions are supported for Value to allow using the contents of other fields as your Value
                Use {{DateAdd.interval,number,{{date}}}} to days or months to a date for your criteria.
                (Interval and number per VB DateAdd function)
         Criteria example = AtSaveOnChangeTo: InStr , Won

Admin Note
       This can be any text that the CRM Admin setting up this trigger would like displayed to the user. All CRM Extensions {{Field Replace}} functions are supported. If
       you want new lines or tabs in your text you must use <cr> and <tab> instead and they will be substituted for you before your text is displayed.

         The default message prompt is the Visual Basic vbQuestion + vbYesNo. This may be overridden by adding a prefix to the AdminNote text as follows:
         Number~Admin Note text
         Number is the numeric equivalent of the visual basic button parameter to the MsgBox function. The tilde (~) separates the numeric button value from the Admin Note
         text

NOTES:
    To turn on Triggers for a specific form it must be published with the "Triggers On" field set to true.
    To turn off Triggers for a specific item just uncheck the “Triggers On” field
    These Triggers may simply display a message to the user buy specifying “<None>” for the Custom Action and supplying an Admin Note
       (very useful to remind the user to do something)
    If you find you need additional Criteria option please consider getting it done with consulting services with www.nwtri.com

Examples use in our testing for the CRM Opportunity form:
 Product Total=Email;NoPrompt;AtSaveChangeTo:=,5000
 Product Total~1=Journal;Prompt;AtSaveChangeFrom:<=,5000
 Product Total~2=Task;Prompt;Change to:> , 10000
 Action Plan=<None>;Prompt; Change:Instr,Critical; Display Admin Note with critical message
 Close Amount=<None>; Prompt; Change: <, 5000; Display note to remind user to call {{Contact.FullName}} at {{Contact.BusinessTelephoneNumber}} to
 present our other products
 Close Amount~2=<None>; Prompt; Change: >=, 10000; Remember to alert production of potential large sale
 Close Date=<None>; Prompt; AtSaveChange: >=, {{DateAdd. d, 90, {{Today}}}}; Note to user that 'Close Date' is outside our normal window for closing items in
 our pipeline
Back to Index of Options
[Selection Grid Options]
I hope you enjoy this new Selection Grid! We have put a ton of time into it, which I am hoping will pay off in ease of use for you.

In most cases this Selection Grid also provides an additional filter function in the grid window to further facilitate quickly selecting the desired item. The grid may be dynamically
filtered to display items linked just to the Contact, or just to the Company, or display all items.

The Selection Grid highlight color is a yellow background to distinguish the current row from the selected rows (when displayed for multi-select). Click the row with the mouse or
hit the space bar to select the currently row (yellow). The option below “Selection Grid Options” will allow you to specify that the yellow highlighted row will be interpreted as
the selected row if no other row(s) are selected when the “Ok” button is clicked.

All of the Selection Grid config entries in this “CRM Extensions Config” item in the “Private/Local” config folder will take precedence over the “Public/Central” settings (on an
option by option basis). This means that you may set up the Selection Grid in general for the entire organization with the “Central” settings and the override these central settings
if you what/need to for any specific users.

The current grid column is indicated by Bold text in the column heading.
This Bold column heading is also then indicator to the user for which column in the grid is currently active for “hot typing” to quickly find the desired row(s).

The Selection Grid supports Keyboard access (in additional to typical mouse operations):
        Up / Down Arrows will move the row highlight up and down in the grid
        Space Bar will toggle on/off the selection of the highlighted row
        <Alt> “s” will Sort the grid by the current column (Ascending first, press again for Descending). (The “current column” is denoted by the cell that has the dotted outline
         around the cell in the highlighted row.)
        AutoSearch is activated for the sorted column immediately after it is sorted.
        <Enter> takes the current selection(s) and clicks the “OK” button for you
        There is an option to treat the highlighted row as being the selected row when <Enter> or “OK” are clicked (option located in “[Selection Grid Options]” section of the
         “CRM Extensions Config”).


Also, see notes below in “[XXSelection Grid Columns For FormName]”

                                                                                                      Default
 Option Name                                                          Possible Values                 Value           Description and Usage Notes
 Treat Yellow Highlight As Selected On OK                             Yes | No                        Yes             In the CRM Extensions selection grid function the current
                                                                                                                      row is designated by a yellow background.
                                                                                                                      If Yes, then the current row (yellow background) will be
                                                                                                                      treated as a selected row.
                                                                                                                      If No, then the user must specifically select a row by clicking
                                                                                                                      on it in the single select mode or when in multi-select mode
                                                                                                                      making sure the check box at the beginning of the row is
                                                                                                                      checked.
Back to Index of Options
[XXSelection Grid Columns For FormName]
Usage Notes:
   If you would like to override any of the settings please reference the "Selection Grid Configuration Options.doc" document located in the "Program
    Files\Teamscope\TeamScope CRM\Extensions\Help directory or for the most current copy on our website click the link above.
   Each section has been disabled with "XX" at the beginning of the section name.
   To enable any of the sections simply remove the "XX" from the beginning of the section name
   These are the Extension default settings. You may change any of the settings that you like
   Within each section you only need to include the option(s) that you want to override the Extensions defaults
   To keep the Extensions default for any option within a section, either remove the line or remove all text after the equal (=) sign for that option
   If you would like to use the selection grid for a different form (ie. not a standard CRM/Extensions form)
   then just add a new section for each FORM and specify the name of the new form EXACTLY as in your API call to the grid
   A nice format to use when displaying a date column is 'ddd mm/dd/yy' to display 'Tue 03/14/06'

Below is an example of a section with each available option and usage summary)
[Selection Grid Columns For FolderName] (where "FolderName" is the exact text of the Outlook folder name)

Column Data Type                   Column Sort Order Constants
(only non-empty values are set)
flexDTEmpty      0                 flexSortNone                        0 Ignore this column when sorting. This setting is useful when you assign it to a column's Cols property,
flexDTNull       1                 then set Sort to flexSortUseColSort.
flexDTShort      2                 flexSortGenericAscending            1 Sort strings and numbers in ascending order.
flexDTLong       3                 flexSortGenericDescending           2 Sort strings and numbers in descending order.
flexDTSingle     4                 flexSortNumericAscending            3 Sort numbers in ascending order.
flexDTDouble 5                     flexSortNumericDescending           4 Sort numbers in descending order.
flexDTCurrency 6                   flexSortStringNoCaseAscending 5 Sort strings in ascending order, ignoring capitalization.
flexDTDate       7                 flexSortStringNoCaseDescending 6 Sort strings in descending order, ignoring capitalization.
flexDTString     8                 flexSortStringAscending             7 Sort strings in ascending order.
flexDTDispatch 9                   flexSortStringDescending            8 Sort strings in descending order.
flexDTError      10                flexSortCustom                      9 Fire a Compare event and use the return value to sort the columns.
flexDTBoolean 11                   flexSortUseColSort                  10 This setting allows you to use different settings for each column, as determined by the ColSort property.
flexDTVariant 12                   Using this setting, you may sort some columns in ascending and others in descending order.
flexDTUnknown 13
flexDTDecimal 14
flexDTLong8      20
flexDTStringC 30
flexDTStringW 31



For “full” documentation on the following options please reference the " Selection    Grid Configuration Options.doc" document located on our website.
 Option Name         Possible Values                            Default Value   Description and Usage Notes
 Column Field        Semicolon delimited list of Outlook                        Examples below are for Company:
 Names               Field Names to be displayed in the                         CompanyName;Sales Region;ManagerName;Company Type;Primary
                     Selection Grid                                             Contact;Categories

 Column Titles       Semicolon delimited list of grid                           Company Name;Sales Region;Account Manager;Company Type;Primary
                     column titles (default is the field                        Contact;Categories
                     names specified above), Prefixs: "<"
                     for left justify, "^" for Center and ">"
                     for right justifying the column

 Column Widths       Semicolon delimited list of grid                           AutoSize,2000;AutoSize,1100;AutoSize,1350;AutoSize,1200;AutoSize,1250
                     column sizes. May specify a specific
                     width in twips or
                     "AutoSize,maxTwips,minTwips;next
                     column

 Column Data         Semicolon delimited list of data types                     See the list above for the available Column Data Types that are supported
 Types               for each column. Specify per
                     vsFlexGrid 7 light documentation for
                     fg.ColDataType property

 Column Formats      Semicolon delimited list of Column                         Column Formatting can be easy or complex. Please our help document for selection grid
                     formats for each column. Specify per                       formatting posted on our website for additional information.
                     vsFlexGrid 7 light documentation for
                     fg.ColFormat property

 Column To Sort      Semicolon delimited list of paired                         CompanyName,1
                     Sorting parameters:
                     FieldName,1;FieldName,2;etc
                     1=Ascending, 2=Decending
                                                                                6500
 Window Height       number to set the Height of the
                     Selection Grid window (typical is
                     6000)
 Window Width
                     number to set the Width of the                             11000
                     Selection Grid window (typical is
                     7000) window is use resizable
Back to Index of Options

				
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