Personify Outlook Plug-In
The information contained in this document is specific to Personify’s
Outlook 2010 Plug-In.
The Personify Microsoft Personify Outlook Plug-In allows you
to use Outlook to manage correspondence with your contacts using your Personify
data.
Frequently throughout the Personify Outlook Plug-In and this
Help system, this document will refer to "contacts.” Contacts are synonymous
with Personify customers and constituents.
After the Personify Outlook Plug-In has been successfully
installed, specific account settings can be configured. Then, users can
perform the following tasks in Outlook:
·
Email Personify contacts.
·
Send meeting requests to Personify contacts.
·
Assign tasks regarding Personify contact.
·
Save Outlook emails, meeting requests, and tasks as Personify
contact activity records.
With the Personify Outlook Plug-In, you can perform the
following tasks from Personify:
·
Launch Outlook to send an email to a Personify contact or
prospect.
·
Review Outlook emails, meeting requests, and tasks that were
saved as contact tracking records.