From the Contact Tracking (MRM003) screen you can view all emails, meetings, and tasks that were created in Outlook and saved as contact tracking activities. You can not view follow-up contact tracking records.
To view contact tracking records:
1. Click CRM/Orders > Contact Tracking.
2. Perform
a search for and select the contact whose contact records you want to
view.
The Contact Tracking screen displays. Each Outlook correspondence to this
contact, for which an activity was created, displays on this screen.
3. To
view the content of an email, meeting, or task, highlight the desired
record you want to view and click View
Email.
A read-only copy of the email you sent appears.
The following table provides a description of the fields on the Contact Tracking screen, as they relate to the Outlook Plug-In:
Screen Element |
Description |
|---|---|
Add Record |
Click this button to open the Contact Records window to add a new contact tracking record. |
Edit Record |
Click this button to open the selected contact tracking record for editing. |
Delete Record |
Click this button to delete the selected contact tracking record. |
View Email |
Click this button open the email, meeting request, or task in Outlook. |
Contact Details section |
|
Private |
Whether or not the email, meeting request, or task is marked as “Private”, either as the default or from the Personify Actions menu. |
Whether or not the email, meeting request, or task is marked as “Resolved”, either as the default or from the Personify Actions menu. |
|
Contact Date |
The date the email, meeting request, or task was sent. |
Due Date |
The date the email, meeting request, or task is due for a follow-up. This date is set by clicking by the Edit Record button. |
Contact Type |
The Communication Method selected, either as the default or from the Contact Tracking pop-up. |
Topic |
The Topic of the email, meeting request, or task selected, either as the default or from the Personify Actions menu. |
Subject |
The Subject of the email, meeting request, or task selected, either as the default or from the Personify Actions menu. |
Person Contacted |
The Personify contact selected on the search screen. Click the hyperlinked email address to send a new email to the person contacted. |
Staff Assigned |
For emails and meeting requests, the Staff Assigned is the default user selected on the Personify Account Settings screen (yourself). For tasks, the Staff Assigned is either the default selected from the Contact Tracking tab of the Personify Account Settings screen or the user selected from the Personify Actions menu. |
Subject and Body |
The text box at the bottom of the Contact Details section displays the subject and body of the email, meeting request, or task. The subject of the email, meeting request, or task is prepended with “Subject:”. |