Identifying Emails to Personify Contacts in the Outlook 2010 Plug-In

The following two indicators are displayed in Outlook, which identify emails to Personify contacts.

• Sender is a member in Personify: If the sender of an email is a Personify contact, a small red flag displays in the follow up column, as highlighted below, and the following message displays in the header of the email: “Sender is a member in Personify”, as highlighted below.
  

By default, the message that displays in the header of the email is “Sender is a member in Personify”. However, this message is configurable via the Outlook2010GetCustomerIdsFromEmails.SQL stored procedure.

•  Sent to Personify: If you 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 your 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 at a later time.