NexgenAM Service Request Add-In on Outlook

NexgenAM Service Request Add-In on Outlook

Our NexgenAM Service Request Add-In is an extension on the Outlook Desktop App. The Add-In allows you to create NEXGEN service requests directly from your email account.

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Setting up Your Add-In


Get Add-In from Outlook Add-In Store

To get the NEXGENAM Service Request Add-In on your Outlook app, open your Outlook App and follow the steps below:
  1. Select the "Home" tab from the outlook toolbar.
  2. Click the "Get Add-Ins" icon.

  3. A pop-up window should appear. In the top right tool bar type in "NEXGENAM" and then click on the magnifying glass.

  4. The NEXGEN Add-In should appear. Click on "Add".

  5. A confirmation window will appear with our license terms and privacy policy. Click on "Continue" to add the add-in.

  6. Once you have added the add-in, you will be taken back to the "Add-In" search page. Click on the gray "x" to exit out of the search screen.

  7. You should now see a "Create Service Request" button on the "Home" tab of your outlook toolbar.




Set up your Add-In

Before using your Add-In on the Outlook app, you will need to sign in and configure your URL.


  1. First, open your Outlook app and click on the "Home" tab.
  2. Select the email you would like to create a service request for.
  3. Click on the NEXGEN add-in button. The button says "Create Service Request".
  4. Click "Configure URL". You should be taken to a new page.
  5. Enter your company's unique NEXGEN URL. (Make sure you enter the URL address without the "https://" or "http://" AND make sure you include no spaces).
  6. Check the "Enable SSL" box if your URL address includes "https://". (If you are unsure, you can check the box and later uncheck it if your login does not work. Most NEXGEN clients have SSL enabled).
  7. Click Save.

  8. You should be redirected back to the sign in page and see a small popup that says "URL setup successfully".





Using the NEXGEN Add-In


Create a Service Request through the Add-In

To create a service request through the Add-In on the Outlook app, you can follow the steps below.
  1. First, open the email that prompted your service request.
  2. Click on the "Create Service Request" at the top of our Outlook Navigation Bar.
  3. Sign into your NEXGENAM Service Request by clicking on the "Sign In" button. (Before signing in, make sure your URL is configured, if it is not follow the steps in the "Setup Your Add-in" section of this help article).
  4. Enter your NEXGEN username into the "Username" field.
  5. Enter you NEXGEN password into the "Password" field. To view the password you entered click on the eye icon.
  6. Click the "SIGN IN" button.

  7. Once signed in, you will be prompted to fill in various fields. Please note that only the "Start Date" field is required to submit a service request, though we recommend filling in at least the Department/Division, Priority, and Description fields to easily find your Service Request Later.

  8. Click "Save" to save your service request in the NEXGEN system.
  9. You should see a small pop-up confirming that your task was saved.
Idea
If you would like to include your email into your service request as attachment, make sure to select the slider button before clicking "Save".


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