How to Configure Results QuickAdd for Outlook

Note: this article contains some instructions that are only relevant to On Premise ResultsCRM/QuickAdd installation.

Please see this article for installation directions: https://kb.results-software.com/articles/1085-Install-Results-QuickAdd-into-Outlook-Client-for-On-premise-Installations

If QuickAdd is not yet configured, the user will need to go into the QuickAdd Configuration screen and change the program path and folder. Below is an example of how this can be easily done.

The file names and paths may look different on the user's machine but the methodology is the same.

If QuickAdd is already set up, and you only need to configure your settings, skip to step 7.

1. In Outlook, navigate to the Results QuickAdd add-in and click on Configuration
– The two fields in question are highlighted below. As one can see, both have a “browse” button where the user can go in and find the EXE and the INI files.

2. To find the information for the above configuration screen, right click on your Results desktop shot cut and select Properties

3. Now you will see the following screen. Both pieces of information we are looking for can be found in the Target field

Here is what's in the Target field:
“C:\Program Files (x86)\Results Software\Results CRM\Results.exe” -ini=R:\Results_Data_Production\Results.ini

4. The section in quotes from the shortcut's target line needs to be placed into the Results for Windows EXE file field.

5. The portion following the “-ini=” needs to be placed into the Results INI file for current user field.

6. You would then enter your Results login user name and password in the appropriate fields and hit Save.

7. Navigate to the QuickAdd Options tab:

8. If desired, specify the default Contact Type and Contact Source to be used when adding Contacts. Reference the Contact Types and Contact Sources lookup in Results for valid values.

9. Depending on your preferences, select Yes or No for the following values:

Match Emails for new contacts: Select ‘Yes’ to search for existing contacts with this email address.
Confirm each Quick-Add: A text box will ask you to confirm each quickadd if “yes” is selected
Edit New items added to Results: Select Yes to open the edit screen when adding a record.
Edit items that were Updated: Select Yes to open the edit screen when updating a record.
Save a copy of each Email as a Document attached to the contact & Activity record: Check yes to save a copy of the email to the activity and contact record. This way, the entire original email will be able to be accessed in the future.
For Emails, do NOT create an activity record: Causes quick add to not create activities when QuickAdding Emails. Instead, they will only appear on the Contact Record's “emails” tab. (Defaults to “no”)
Save a text copy of the email body in the notes field of the Activity record?: Saves the email's text to the notes tab of the activity record.

10. Type Your Email Addresses (one address per line) in the text box. Results Quick-Add uses this list to determine if the record is an Outgoing or an Incoming email when matching the contact record.

11. Click the Save button located at the bottom of the screen to save your settings.

12. Navigate to the Activity Options Tab:

13. Set the Assigned to for activity created by Quickadd.

14. Set the status for activities and service orders created by Quickadd.

15. Check the “Mark the Activity as Completed” box to have all added activities default to “Completed” when they are created.

16. Click the Save button located at the bottom of the screen to save your settings.

Articles in this section

1. In Outlook, navigate to the Results QuickAdd add-in and click on Configuration
– The two fields in question are highlighted below. As one can see, both have a “browse” button where the user can go in and find the EXE and the INI files.

2. To find the information for the above configuration screen, right click on your Results desktop shot cut and select Properties

3. Now you will see the following screen. Both pieces of information we are looking for can be found in the Target field

4. The section in quotes from the shortcut's target line needs to be placed into the Results for Windows EXE file field.

5. The portion following the “-ini=” needs to be placed into the Results INI file for current user field.

6. You would then enter your Results login user name and password in the appropriate fields and hit Save.

7. Navigate to the QuickAdd Options tab:

8. If desired, specify the default Contact Type and Contact Source to be used when adding Contacts. Reference the Contact Types and Contact Sources lookup in Results for valid values.

9. Depending on your preferences, select Yes or No for the following values:

10. Type Your Email Addresses (one address per line) in the text box. Results Quick-Add uses this list to determine if the record is an Outgoing or an Incoming email when matching the contact record.

11. Click the Save button located at the bottom of the screen to save your settings.

12. Navigate to the Activity Options Tab:

13. Set the Assigned to for activity created by Quickadd.

14. Set the status for activities and service orders created by Quickadd.

15. Check the “Mark the Activity as Completed” box to have all added activities default to “Completed” when they are created.

16. Click the Save button located at the bottom of the screen to save your settings.

Comments

Articles in this section

1. In Outlook, navigate to the Results QuickAdd add-in and click on Configuration – The two fields in question are highlighted below. As one can see, both have a “browse” button where the user can go in and find the EXE and the INI files.

2. To find the information for the above configuration screen, right click on your Results desktop shot cut and select Properties

3. Now you will see the following screen. Both pieces of information we are looking for can be found in the Target field

4. The section in quotes from the shortcut's target line needs to be placed into the Results for Windows EXE file field.

5. The portion following the “-ini=” needs to be placed into the Results INI file for current user field.

6. You would then enter your Results login user name and password in the appropriate fields and hit Save.

7. Navigate to the QuickAdd Options tab:

8. If desired, specify the default Contact Type and Contact Source to be used when adding Contacts. Reference the Contact Types and Contact Sources lookup in Results for valid values.

9. Depending on your preferences, select Yes or No for the following values:

10. Type Your Email Addresses (one address per line) in the text box. Results Quick-Add uses this list to determine if the record is an Outgoing or an Incoming email when matching the contact record.

11. Click the Save button located at the bottom of the screen to save your settings.

12. Navigate to the Activity Options Tab:

13. Set the Assigned to for activity created by Quickadd.

14. Set the status for activities and service orders created by Quickadd.

15. Check the “Mark the Activity as Completed” box to have all added activities default to “Completed” when they are created.

16. Click the Save button located at the bottom of the screen to save your settings.

Related articles

1. In Outlook, navigate to the Results QuickAdd add-in and click on Configuration
– The two fields in question are highlighted below. As one can see, both have a “browse” button where the user can go in and find the EXE and the INI files.