Identifying Emails from Personify Contacts in the Personify Outlook Plugin
The following two indicators are displayed in Outlook, which
identify emails to Personify contacts.
·
Sender email is in Personify: If the sender of an email
is a Personify contact, a small red flag displays in the follow-up and the
following message displays in the header of the email:
·
If users designated the email to be saved to Personify and an
activity record is created for the Personify contact, the following message
displays in the header of the email: “Sent to Personify.”
Keep in mind that when an email is selected in the mailbox,
the Save to Personify option will be displayed as a button as opposed to a
checkbox. Therefore, emails that were not designated to be saved to Personify
during creation can be saved later.