tag:blogger.com,1999:blog-149351162024-03-07T21:08:35.670-08:00Social networking and contact managementSocial networking like LinkedIn, Ecademy, OpenBC and others give you new opportunities to connect with people in the global village. Managing contacts is sometimes a challenge, as people change their profile on the various networks.
DocLife Add-in enables you to download contacts and profile from these networks into your Outlook as regular contacts.Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-14935116.post-1132527695407548122005-08-22T15:01:00.000-07:002021-03-07T07:49:47.490-08:00Welcome - social networkingAs a heavy user of various social networks such as LinkedIn, Ecademy and OpenBC I often find it difficult to manage contacts and profiles across these networks. These tools allow me to upload the my Outlook contacts - but how do I download them?
Missing these features I decided to add them.
Another issue is identifying where emails comes from, i.e. which people and companies. Outlook displays the from address - but what is the company? Rather than having to look up people manually in my address book, I decided to let the computer do this job. Result: A company column is added to the Outlook Inbox so I can instantly see who the mail was from.
For your benefit I have decided to share these features with you! I only ask that you provide me with feedback, link with me on <a href="https://www.linkedin.com/profile?viewProfile=&key=16846">LinkedIn</a> and introduce the tool for two friends.<div><br /></div><div><a href="https://documentation.dcr.design" target="_blank">DCR</a>.</div><div><a href="https://www.dcrgraphs.net" target="_blank">DCR Portal</a>.</div><div><a href="https://documentation.dcr.design/documentation/dcr-swimlane-editor/" target="_blank">DCR Swimlane Editor</a>.</div><div><a href="https://documentation.dcr.design/online-dcr-xml-log-to-xes-converter/" target="_blank">Online dcr xml log to XES converter</a></div>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com1tag:blogger.com,1999:blog-14935116.post-1126767446520200942005-08-21T23:37:00.000-07:002005-12-27T04:18:56.066-08:00Skype toolbar for Outlook - find and collaborateDocLife Add-in for Outlook integrate Skype telephony and collaboration into Microsoft Outlook XP and 2003. Using DocLife Add-in for Outlook you can initiate Skype calls or chats directly from any Contact in Outlook.<br /><br />Skype is a powerful collaboration tool; it drives down communication costs, but, more importantly, it adds another dimension to collaboration apart from email.<br /><br />As a heavy Outlook user I wonder how I can:<br /><br /><ul><li>Define Skype Name for an Outlook Contact</li><li>Find Skype Name for all Outlook Contacts</li><li>Start a Skype call or chat directly from within Outlook</li></ul><p>As I couldn't find this functionality anywhere, I simply added it out of need.</p><p><strong>Define Skype Name for an Outlook Contact</strong></p><p>DocLife Add-in for Outlook automatically adds several fields to each contact, including SkypeName. Once you fill in the contacts SkypeName you can start making direct Skype calls or chats directly from within Outlook.</p><p><a href="http://photos1.blogger.com/blogger/53/1164/1600/skypename.jpg"><img alt="" src="http://photos1.blogger.com/blogger/53/1164/320/skypename.jpg" border="0" /></a>. </p><strong>Find Skype Name for all Outlook Contacts</strong><br /><br />DocLife Add-in for Outlook can lookup Skype Name for all your Outlook Contacts. Simply select <em>Add Skyp to Contacts</em> from the menubar.<br /><p><a href="http://photos1.blogger.com/blogger/53/1164/1600/skypemenu.jpg"><img alt="" src="http://photos1.blogger.com/blogger/53/1164/320/skypemenu.jpg" border="0" /></a><br /></p><p>This ensures that Outlook Contacts remain your master contact database.</p><p>Analyzing 1.600 of my own contacts I found that 15% are using Skype.</p><p><strong>Start a Skype call or chat directly from within Outlook</strong><br /></p><p>Once Outlook knows the SkypeName it provides you with the ability to initiate a call or chat with Skype directly from a Contact or an Email.</p><p>When working with a Contact Skype icons will be present if SkypeName for the contact has been set.<br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/skypecontact2.jpg"><img alt="" src="http://photos1.blogger.com/blogger/53/1164/320/skypecontact2.jpg" border="0" /></a><br /></p><p>Now you can respond to emails using Skype. If the sender has a SkypeName in Outlook Contacts, you can reply to the email directly from within the email. This functionality will shortly also be available from Outlook Appointments which enables you to schedule meetings with people in Outlook and conduct the conference in Skype.<a href="http://photos1.blogger.com/blogger/53/1164/1600/emailreplyskype.jpg"><img alt="" src="http://photos1.blogger.com/blogger/53/1164/320/emailreplyskype.jpg" border="0" /></a></p><p><br />Using Outlook Journals you can keep track of communication with Contacts, whether emails or Skype calls or chats.<br /></p><p></p><p><br />However, I didn't look close enough, and it turn out that Skype has such functionality in <a href="http://share.skype.com/directory/skype_toolbar_for_outlook_(beta)/view/">beta</a>. The functionality seems to be awesome and complementary to what I have done. </p>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1124649522566202982005-08-21T02:35:00.000-07:002005-08-21T11:42:18.243-07:00Feature requests - please addAs we are starting the beta-period, I welcome any feature requests:<br /><ul><li>LinkedIn contacts of contact viewable flag - a flag that indicated whether you can view contacts of your contacts</li><br /></ul>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1123448699304057042005-08-06T13:51:00.000-07:002005-09-06T15:15:25.616-07:00DocLife BRM - Corporate versionToday, email is the most important business communication tool carrying more than 50% of information between corporations. Capturing and sharing emails across corporations pose huge challenges, and categorize and archive emails is critical in order to ensure that people are kept up to date.<br /><br />DocLife BRM, Corporate, is a tool that automatically capture, classify and archive emails for all employees within a group, department or a whole company. Emails can be classified according to intelligent business rules, leveraging Outlook Contacts. Typical classification dimensions include:<br /><ul><li>Company</li><li>Project</li><li>Employee</li><li>Case</li><li>Date & time</li></ul>Leveraging Microsoft SharePoint we enable the end-user to get an overview of communication with business partners., including emails, contacts, notes, documents, account status, pipeline, tasks, projects, cases.<br /><br /><p align="center"><a href="http://www.scibion.com/solutions/doclife_brm/portal1.jpg"><img style="width: 320px;" alt="" src="http://www.scibion.com/solutions/doclife_brm/portal1.jpg" border="0" /></a></p><p align="left">If you are interesting in more information, don't hesitate to contact me.<br /><br />Read more here:<br /></p><ul><li><a href="http://www.doclifesolutions.com/solutions/doclife_brm/default.html">DocLife BRM</a></li><li><a href="http://www.mailprimer.com/what/index.html">mailPrimer - What's wrong with email</a></li></ul>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1123454838214997152005-07-28T03:43:00.000-07:002005-12-27T04:19:20.780-08:00Capture and download a LinkedIn searchThe LinkedIn network provide powerfull tools to search for people. In some situations you wish to download the profiles of people for later inspection etc.<br />Unfortunately LinkedIn currently hasn't any tools for this - so DocLife BRM now support the <em>Capture Search</em> functionality, that download profiles found from a search on LinkedIn. It captures that <strong>last</strong> search you have made on LinkedIn.Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1123411177078753682005-07-28T03:25:00.000-07:002005-12-26T10:59:38.006-08:00Company info in your InboxDocLife BRM Add-in provides information about which company the email origines from diretly in your Inbox as outlined below:<br /><br /><p align="center"><a href="http://photos1.blogger.com/blogger/53/1164/1600/CompanyInbox.gif"><img style="CURSOR: hand" alt="" src="http://photos1.blogger.com/blogger/53/1164/400/CompanyInbox.gif" border="0" /></a></p><p align="left"></p>Notice the <em>Company </em>column, marked with blue above. This column display company information from the contacts. In many cases this information is valuable when filtering and selecting important emails to deal with.</P><P><br />A posting on <A HREF="http://www.ecademy.com/node.php?id=48800">Ecademy</A> raised the importance of this issue.</P>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1123407148403074422005-07-28T02:31:00.000-07:002005-12-27T04:16:05.756-08:00Using DocLife BRM Add-inDocLife BRM Add-in has the following toolbar:<br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/addintoolbar2.gif"><img alt="" src="http://photos1.blogger.com/blogger/53/1164/320/addintoolbar2.gif" border="0" /></a>.<br />Clicking on<br /><em>DocLife</em> will open the following menu: <p><a href="http://photos1.blogger.com/blogger/53/1164/1600/addinmenu.gif"><img style="" alt="" src="http://photos1.blogger.com/blogger/53/1164/320/addinmenu.gif" border="0" /></a> </p><p>You can now download profiles from LinkedIn, Ecademy or OpenBC. When downloading contacts, the add-in will search for the Contact in a folder, and if found add information to the contact. If not found, it will add a new contact with the category "DocLife".<br /></p> <p>Please note that LinkedIn also has functionality that allow you to download contacts and import them into your Outlook, <a href="https://www.linkedin.com/addressBookExport">check here</a>. While absolutely great LinkedIn finally offered this feature it doesn't handle updates of existing contacts, thereby adding duplicates!<br /> </p> <p>When you open a contact you'll notice a few changes from the standard Outlook view:<br /></p><p align="center"><a href="http://photos1.blogger.com/blogger/53/1164/1600/mmqcontact1.gif"><img style="" alt="" src="http://photos1.blogger.com/blogger/53/1164/400/mmqcontact.gif" border="0" /></a></p><p>Notice the four new menu's on the contact <a href="http://photos1.blogger.com/blogger/53/1164/1600/contactmenu.gif"><img style="" alt="" src="http://photos1.blogger.com/blogger/53/1164/320/contactmenu.gif" border="0" /></a>. When these menu items show up, you can click on them, and a browser window will show you the profile. Clicking<br /><em>G</em> will search the persons name on Google.</p><p>Downloading contacts might take a while depending on the number of contacts and your connection speed to the internet. My personal experience is that it takes approximately 4 seconds for each contact - and I'm on a medium ADSL connection and have a fairly old PC (850MHz). So downloading 1.000 contacts will take approximately 1 hour. Outlook will be blocked while you download!</p><p>After you download your contacts you can view them in the selected Outlook Contacts folder (default it will be named <em>DocLife</em>) as outlined below:</p><p align="center"><a href="http://photos1.blogger.com/blogger/53/1164/1600/contacts.gif"><img style="" alt="" src="http://photos1.blogger.com/blogger/53/1164/400/contacts.gif" border="0" /></a></p><p>You can customize this view to include the fiends you need. Place the mouse over the <em>Full Name</em> column, right click the mouse and select <em>Field Chooser</em>. Select <em>User defined fields in folder</em> and add the fields you need by dragging them onto the Contacts bar.<br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/fieldchooser.gif"><img style="" alt="" src="http://photos1.blogger.com/blogger/53/1164/320/fieldchooser.gif" border="0" /></a><br /></p>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1124649220616547862005-07-28T02:17:00.000-07:002005-12-27T04:11:29.556-08:00Troubleshooting installation<table><tbody><tr><br /><td>In some situations the Add-in will not start.</td></tr><tr><td>As a start try selecting Tools->Options in Outlook which will show the following screen:<br /></td></tr><tr><td align="middle"><br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/toolsoptions.gif"><img src="http://photos1.blogger.com/blogger/53/1164/320/toolsoptions.gif" border="0" /></a></td></tr><tr><td>Then select the "Other" pane and Advanced Options which will show the following screen:</td></tr><tr><td align="middle"><br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/advancedoptions1.gif"><img src="http://photos1.blogger.com/blogger/53/1164/320/advancedoptions1.gif" border="0" /></a><br /></td></tr><tr><td><br />Then select "COM Add-Ins..." which should display the "DocLife Extension for Outlook" add-in among other Add-ins (if any). It will display the mscoree.dll, as well as potential errors such as, "cannot load mscoree.dll". This is most likely due to lack of some DLL's, such as msxml2, redemptions, etc.<br /></td></tr><tr><td align="middle"><br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/error.gif"><img src="http://photos1.blogger.com/blogger/53/1164/320/error.gif" border="0" /></a><br /></td></tr><tr><td><br />A way to start troubleshooting this is to verify the following: </td></tr><tr><td><br />Your operating system: </td></tr><tr><td><br /><ul><li>Windows 2000 - you must have Microsoft .NET Framework version 1.1 installed, MSXML must also be installed</li><li>Windows XP - MSXML must be installed</li></ul>Try to find the file <strong>addinerr.txt</strong> which is located in the TEMP directory, usually<br />C:\Documents and Settings\$USERID\Local Settings\Temp<br />If this file exists please send it to <a href="mailto:morten.marquard@gmail.com">mailto:morten.marquard@gmail.com</a><br /></td></tr><tr><td><br /><h1>DocLife Add-in in disabled items</h1><br /></td></tr><tr><td><br />In some situations, the DocLife Add-in can be added to Outlook's <em>disabled items</em>. This typically happens if something goes wrong, i.e. problems with installation.<br /></td></tr><tr><td><br />In order to re-enable the Add-in click <em>Help->About Outlook</em> which will show you the following screen:<br /></td></tr><tr><td align="middle"><br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/aboutoutlook.jpg"><img src="http://photos1.blogger.com/blogger/53/1164/320/aboutoutlook.jpg" border="0" /></a><br /></td></tr><tr><td><br />Then click <em>Disabled Items</em> which will show you the following screen:<br /></td></tr><tr><td align="middle"><br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/disableditems.jpg"><img src="http://photos1.blogger.com/blogger/53/1164/320/disableditems.jpg" border="0" /></a><br /></td></tr></tbody></table>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1123406314689369122005-07-28T02:16:00.000-07:002005-12-27T04:16:14.666-08:00Get and install DocLife BRM Add-inYou can download the DocLife BRM Add-in for Outlook XP/2003 here (not yet freely available. Please contact <a href="mailto:morten.marquard@gmail.com">morten.marquard@gmail.com</a> for details).<br /><br /><span style="font-size:130%;">License</span><br />DocLife BRM Add-in for Outlook is freely available for private users. Corporate users can test it for one month before purchasing a license.<br /><br /><span style="font-size:130%;">Pre-requisites</span><br /><br /><ul><li>Windows 2000, Windows XP or Windows 2003 operating system</li><li>Office XP or Office 2003</li><li><a href="http://www.microsoft.com/downloads/details.aspx?familyid=3144B72B-B4F2-46DA-B4B6-C5D7485F2B42&displaylang=en">MSXML 4.0 - Microsoft XML Core Services</a> - download msxml.msi and install</li><li><a href="http://www.microsoft.com/downloads/details.aspx?FamilyID=262d25e3-f589-4842-8157-034d1e7cf3a3&DisplayLang=en">Microsoft .NET 1.1</a> - note this is a 23Mb file (only if Office XP - is included in Office 2003)</li></ul><p><span style="font-size:130%;">Installation</span><br /></p><p>Once downloaded you can install the Add-in by double clicking on the installer. You need to re-start Outlook before the Add-in will show up in Outlook.<br /></p><p>When you open Outlook the first time after you have installed the DocLife BRM Add-in you'll be prompted to enter your profile. You then need to enter your ID from the various networks you are member of.<br /><a href="http://photos1.blogger.com/blogger/53/1164/1600/profile.gif"><img alt="" src="http://photos1.blogger.com/blogger/53/1164/320/profile.gif" border="0" /></a><br />During setup DocLife Add-in will try to locate the above ID's automatically, provided that you are logged into the various social networks from your internet browser.</p><p>You can find the ID's manually as follows: </p><ul><li>LinkedIn - goto <a href="http://www.linkedin.com/">http://www.linkedin.com/</a>, click <em>My Profile</em> and then click <em>View My Profile as others see it</em>. Notice the URL (Address) of the page - it will look something like <a href="https://www.linkedin.com/profile?viewProfile=&key=16846">https://www.linkedin.com/profile?viewProfile=&key=16846</a>. Notice "key=xxxxx" - the "xxxxx" is your profile ID.</li><li>Ecademy - goto <a href="http://www.ecademy.com/">http://www.ecademy.com/</a>, click <em>My Profile</em>, and notice the URL (Address) of the page - it will look something like <a href="http://www.ecademy.com/account.php?id=46597">http://www.ecademy.com/account.php?id=46597</a>. Notice "id=xxxxx" - the "xxxxx" is your profile ID.</li><li>OpenBC - goto <a href="http://www.openbc.com/">http://www.openbc.com/</a>, click <em>My Contact Page </em>in the left bar under <em>Start</em>. Notice the URL (Address) of the page - it will look something like <a href="https://www.openbc.com/hp/Morten_Marquard/">https://www.openbc.com/hp/Morten_Marquard/</a>. The ID is the last part of the address, i.e. "Morten_Marquard". Ensure to include underscore "_" - not a space.</li><li>Skype - open Skype and select menu Tools->Go to My Account Page. Selected "Skype Name" as SkypeID.</li></ul>Finally you must enter the folder where you wish to place your social networking contacts. From default this is set to <em>DocLife</em>. If you wish to place your contacts in your standard Outlook Contact folder, in English version of Outlook <em>Contacts</em>, remove <em>DocLife</em> from the field making it empty.<br /><br /><p>When you start Outlook after the installation a new menu is added <a href="http://photos1.blogger.com/blogger/53/1164/1600/addintoolbar.gif"><img alt="" src="http://photos1.blogger.com/blogger/53/1164/320/addintoolbar.gif" border="0" /></a>.</p>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0tag:blogger.com,1999:blog-14935116.post-1126813216299315982005-07-28T00:38:00.000-07:002005-12-27T04:21:09.083-08:00Known issues<p><strong>Microsoft Office Outlook Error in registry for extension "Exchange Extensions;?" error received.</strong></p><p>When you start Microsoft Office Outlook 2003 or when you open and then close the Add-In Manager dialog box in Outlook 2003, you may receive the following error message:</p><p>Microsoft Office Outlook Error in registry for extension "Exchange Extensions;?". </p><p>The syntax or format of the registry entry is incorrect. Check the registry settings and compare the registry for this extension to other extensions in the registry. This problem is corrected in Microsoft Office 2003 Service Pack 1 (SP1).</p><p>To resolve this problem, obtain the latest service pack for Microsoft Office 2003. For additional information, visit <a href="http://support.microsoft.com/?kbid=823633">http://support.microsoft.com/?kbid=823633</a>. </p>Morten Marquardhttp://www.blogger.com/profile/07373568346464812598noreply@blogger.com0