Using the Personify Outlook Plug-In

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Using the Personify Outlook Plug-In

Once the Personify Outlook Plug-In has been installed and all the appropriate settings have been configured, you can use the plug-in to perform the following tasks:

·         Emailing Personify Contacts

o   Identifying Emails to Personify Contacts

·         Sending a Meeting Request to Personify Contacts

·         Assigning a Task regarding a Personify Contact

Searching for a Personify contact to add to an email, meeting request, or task is the same for each type of communication.

 

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Article ID: 3115
Created
Thu 1/8/15 5:27 PM