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Customization

Overview​

The ADITO Outlook Add-In allows users to preview and interact with nearly any data from the connected ADITO xRM system directly within Microsoft Outlook. It integrates essential customer and activity information without requiring the user to switch applications.

While the add-in includes standard functionality out of the box, it is also highly customizable. Developers can extend its behavior to display additional ADITO datasets or implement specific business logic.

To get started with customizing the Outlook Add-in, you must:

  1. Add the outlook-add-in dependency to your package.json.
  2. Enable neonHandleCORS under CONFIGURATION → System → Client to avoid cross-origin errors.
  3. Create a login type outlook_rest with type usertoken and name Method_usertoken under CONFIGURATION → System → Client → loginList. Alternatively, reuse an existing login type and reference it in outlook_rest.
  4. Assign the roles INTERNAL_WEBSERVICE and OUTLOOK_ADDIN to all users who need to log in to the plugin.
  5. The Outlook_lib file provides multiple functions that define which data is displayed in the add-in and how it is structured.

For implementation details and code examples, refer to the README file of the xRM module and the process.js example.

Standard Functionality​

Contacts and Companies​

  • The add-in displays links to all available ADITO datasets related to the sender and recipients under the "Company" and "Contact" contexts.
  • Selecting a link opens the corresponding dataset in the ADITO interface.
  • If multiple contacts share the same email address or multiple recipients are detected, the add-in displays a list of candidates.
  • Selecting a list item reveals contact details, including the associated company address, similar to the PreviewView in ADITO.

Email Import​

  • The "Import Mail" button in the add-in interface creates an Activity in ADITO, which includes the selected email.
  • This Activity is automatically linked to all relevant ADITO datasets under the "Contact" and "Company" contexts.