Minimum Requirements: ShelbyAddIn requires Microsoft Office 2003 or higher. This document covers:
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- Winfred McCoy
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1 How To Updated: 7/14/ Shelby Systems, Inc. All Rights Reserved Other brand and product names are trademarks or registered trademarks of the respective holders.
2 Shelby Systems has a custom control that can be added to Microsoft Outlook, Word and MapPoint. This Add- In connects directly to your Shelby v.5 database, allowing you to select individuals to be used in these Microsoft products. For example, in Outlook you can make a selection via the ShelbyAddIn and add the individuals to Contacts or send an to the group selected. In Word,use the ShelbyAddIn as a data source for a mail merge. ShelbyAddIn also allows you to add pushpins for those selected into Microsoft MapPoint. Then you can view your members on a map, create drive routes, and more. Follow the instructions below. Minimum Requirements: ShelbyAddIn requires Microsoft Office 2003 or higher. This document covers: Add Shelby Contacts Button (Office 2003) Add Shelby Contacts Button (Office 2007) Add Shelby Contacts Button (Office 2010) Import Shelby Contacts Into Microsoft Outlook Import Shelby Contacts Into Microsoft Word Import Shelby Contacts Into Microsoft MapPoint Page 2
3 1. From the Microsoft Outlook home screen, click Tools from the toolbar. 2. Click Options from the drop down menu. 3. Click the Other tab. 4. From the Other tab, click the Advanced Options button. Page 3
4 5. From the Advanced Options dialog box, click the COM Add-Ins button. 6. From the COM Add-Ins box, click the Add button. Page 4
5 7. From the Add Add-In dialog box, select ShelbyAddIn.dll (from the C:\windows\system32 folder), and then click OK. 8. Make sure that the Shelby Contacts AddIn displays in the COM Add-Ins dialog box, and then click OK. 9. Notice that the Shelby Contacts button has been added to the Outlook tool bar. Page 5
6 1. From the Microsoft Outlook home screen, click Tools from the toolbar. 2. Click Trust Center from the drop down menu. 3. Click the Add-Ins button on the left hand portion of the Trust Center dialog box. Page 6
7 4. Select COM Add-Ins from the Manage: drop down list. 5. Click the Go button. 6. From the COM Add-Ins dialog box, click the Add button. Page 7
8 7. From the Add Add-In dialog box, select ShelbyAddIn.dll (from the C:\windows\system32 folder), and then click OK. 8. Make sure that the Shelby Contacts AddIn displays in the COM Add-Ins dialog box, and then click OK. Page 8
9 9. Notice that the Shelby Contacts button has been added to the Outlook tool bar. Use the ShelbyAddIn for MS Office 1. From the Microsoft Outlook home screen, click File. 2. Click Options from the menu. Page 9
10 3. Click Add-ins on the Outlook Options screen. 4. Select COM Add-ins from the Manage drop-down list. 5. Click the Go button. Page 10
11 6. From the Com Add-Ins dialog box, click the Add button. 7. From the Add Add-In dialog box, select shelbyaddin.dll (from the C:\Windows\System32 folder), and then click OK. Page 11
12 8. Make sure that the Shelby Contacts AddIn displays in the COM Add-Ins dialog box, and then click OK. 9. Click the Add-Ins tab on the ribbon. 10. Notice that the Shelby Contacts button has been added to the Add-Ins tab. Page 12
13 1. Before you import Shelby records into Outlook, you should create a Shelby Contacts folder to hold the names and addresses. This will keep the Shelby information from being mingled with your personal Outlook Contacts list. 2. From the Folder List, right click on the Contacts folder. 3. A pop-up window will display. 4. Click the New Folder option. Page 13
14 5. Type the name for your new contact folder, and then click OK. 6. You will notice that the new folder displays on the Folder List under Contacts. 7. Click the Shelby Contacts button from the Microsoft Outlook tool bar. Page 14
15 8. Log into the Shelby database with your usual ID and Password if prompted. 9. The Import dialog box displays. Use the ShelbyAddIn for MS Office 10. Click the Filter icon to filter the selection by Profile, Organization, Selection or Remove Filter. 11. If you choose to Filter By Profile, you will be prompted to mark the profile codes by which you wish to select individuals. 12. After you have made your selection(s), click OK. Page 15
16 13. The records that contain the profile code(s) you chose will display in the grid and have been selected (see the mark in the bottom left corner). 14. You can further filter your selection by clicking in the Search Contacts field and typing characters or numbers, and then click on the search icon. 15. The names that meet the criteria display in the grid below (notice that the program is searching for the characters entered in any part of the record not just the name field). Page 16
17 16. Notice that you can also limit the records that display on the grid by clicking on the buttons on the right hand side of the screen. 17. Right-click inside any of the records and a pop-up window will display. 18. Click Select All to put a check mark on all of the visible records. 19. Click Clear Selected to remove the check mark from all visible records. 20. Click Send to add the addresses selected in an outgoing Click Add to Contacts to add the names selected to the current folder that is highlighted in Microsoft Outlook. Page 17
18 1. Once you have added the Shelby Contacts button to Microsoft Outlook, you will notice that it is automatically added to Microsoft Word. 2. Start the Word program, and then click the Add-Ins tab. 3. Click the Shelby Contacts button. 4. The Import dialog box displays. 5. It works in the same way as it does in Outlook (see instructions above). 6. Right-click inside any of the records and a pop-up window will display. Page 18
19 7. Click the Mail Merge option to merge the document with the names selected. Use the ShelbyAddIn for MS Office Page 19
20 1. Once you have added the Shelby Contacts button to Microsoft Outlook, you will notice that it is automatically added to Microsoft MapPoint. 2. Start the Microsoft MapPoint Program. 3. Click Tools from the tool bar. 4. Click Shelby Contacts from the drop down list. 5. The Import dialog box displays. 6. It works in the same way as it does in Outlook (see instructions above). 7. Right-click inside any of the records and a pop-up window will display. Page 20
21 8. Click the Add Pushpin option to merge the mapping program with the names selected. Use the ShelbyAddIn for MS Office 9. After creating push-pins for your members, you can then use MapPoint s more advanced features. Page 21
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