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Advanced Outlook Plug-in

Please note this plugin is not supported by Perform Zone’s help desk or developers.
The plugin will disable if your outlook crashes and is compatible only with Outlook 2010 and 2008.

The features of the advanced plug-in are:

  • Auto-saving of your candidate and employer emails into Perform Zone
  • Unsubscribe facility
  • Add new employer contacts into Perform Zone
  • Add more data on new candidates into Perform Zone

Auto-saving
If their email exists in your database, they will have the contents of their emails saved into your database automatically. You can still see the email in outlook. It will be tagged with a Flag in Outlook so that you know it has been saved into Perform Zone.

Add Employer Contact
When an email is received from a client contact that is not in your database:

  • You will be able to see that they are not in your database.
  • You press “add contact”. A pop up appears that allows you to check their data before saving.
  • Perform Zone tags the email as coming from you.

Add Candidate
When an email is received for a candidate not in your database:

  • You will be able to see in outlook that they are not in Perform Zone
  • You press “add candidates”.
  • A pop up appears that allows you to check the data before saving.
  • Perform Zone tags the candidate email as coming from you

Unsubscribe
Pressing the unsubscribe buttons allows you to opt them out from receiving marketing.

Why did the outlook add-on save the person’s name as their email address?

The outlook plugin uses the candidates or contacts email display name to create their name in their profile within Perform Zone.

This is the most reliable data available in the email to use (email signatures are too random to rely on)

If sender’s email software does not have a display name set up, their email display name defaults to their email address.

When you first go to add a person via the outlook plug-in, a form pops up with the extracted name and email address populated.

This gives you a chance to edit the candidates name before saving to your database.

Does the Outlook plugin prevent my emails from being sent?

No. The outlook plugin does not process outgoing emails.
It only reads incoming emails.

It is possible that receiving emails with large attachments will slow down your Outlook as they are being uploaded and saved into Perform Zone by the outlook plugin.

Emails would still have been sent once the outlook process had been completed.

How do I install the advanced Outlook Plugin?

  1. Close your Outlook
  2. Download and run the latest .NET Framework from http://msdn.microsoft.com/en-us/netframework/aa569263.aspx )
  3. Download VSTO from http://www.microsoft.com/downloads/en/details.aspx?FamilyID=54eb3a5a-0e52-40f9-a2d1-eecd7a092dcb&displaylang=en
  4. Run the Installation file; TH_Plugin_Setup at http://try.performzone.com/plugins/TH_PluginSetup_3_1_4.msi and complete the installation Wizard.

The URL is the URL that you go to when logging into Perform Zone.

The User name and Passwords are the same that you use when logging into Perform Zone.

  1. Open Outlook
  2. Click the configurations button and check that your settings are correct by clicking the Validate button.
  3. Save the settings