SaveWithContact menu option missing from Microsoft Word and Excel after upgrading MYOB AE

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)

Article ID: 16840

These instructions require technical expertise

Make sure you know what you're doing and are using one of the products listed. If you're not sure, ask your IT professional or MYOB.

In MYOB you may find that the SaveWithContact option is missing or inactive in Microsoft Word and Excel.

The MYOB AE workstation install has options to run a complete or custom installation. If you choose custom, you can choose to install the MYOB AE Save with Contacts add in, and the Outlook add in features.

If in the process of the installation, the user logged into the workstation has insufficient permissions, or there are environmental settings such as Anti-Virus programs or similar that are limiting the users permissions, then it may not apply the required registry settings on the workstation to allow Save with Contacts to work correctly. In this instance, you will have to manually set the registry settings to rectify the issue.

This process requires editing of the Windows Registry. MYOB recommends that the process be carried out by a technician or someone familiar with the use of the Windows Registry Editor. You should also log on to the workstation as the Domain Administrator user account 'Administrator', to guarantee that you have full admin rights to the affected workstation.

Restoring and Reactivating SaveWithContacts

Click the Start button and select Run. The Run window appears.
In the Open field type CMD and then click OK. A DOS window appears.
At the Command prompt, type: cd /d C:\windows\Microsoft.NET\Framework\v2.0.50727 and press ENTER. The Command prompt changes to C:\windows\Microsoft.NET\Framework\v2.0.50727.
At the Command prompt, type regasm "C:\Program files\MYOB\VPMSaveContactAddIn\VPMSaveWithContactAddIn.dll" and press ENTER. The message "Types registered successfully" appears and then returns to the Command prompt.
Type exit and then press ENTER. The DOS window closes.
Click the Start button and select Run. The Run window appears.
In the Open field type regedit and then click OK. The Registry Editor opens.
Navigate to the following registry key HKEY_LOCAL_MACHINE\Software\Microsoft\office\excel\addins\VPMSaveWithContactaddin.Connect\ Registry Keys appear.
Select LoadBehavior and then from the Edit menu select Modify. The Edit DWORD Value for LoadBehavior window appears.
Change the Value data field to 3 and then click OK. The Edit DWORD Value for LoadBehavior window closes.
Navigate to the following registry key HKEY_LOCAL_MACHINE\Software\Microsoft\office\word\addins\VPMSaveWithContactaddin.Connect\ Registry Keys appear.
Select LoadBehavior and and then from the Edit menu select Modify. The Edit DWORD Value for LoadBehavior window appears.
Change the Value data field to 3 and then click OK. The Edit DWORD Value for LoadBehavior window closes.
Navigate to the following registry key HKEY_LOCAL_MACHINE\Software\Microsoft\.NETFramework\policy\AppPatch\v2.0.50727.00000 and click the + sign to expand. A branch of sub keys appear.
Locate the sub key excel.exe and rename to excel.old. The excel.exe key has been renamed.
Locate the sub key winword.exe and rename to winword.old. The winword.exe key has been renamed.
Un-install and re-install the AEPM Client to complete the process.

Please refer to Installing and Uninstalling Accountants Enterprise (AE) on a workstation

If Save with contacts is still missing from Word and Excel after making the changes in the steps above

You will need to again check that the values for the LoadBehavior keys for Word and Excel listed above. If the change in value to a 3 has not held in the registry settings, it will mean that an environmental setting on the workstation is blocking changes to the registry.You will need to refer the issue to your 3rd party IT person to check that your anti virus and other system security settings are not blocking the changes to the registry settings.