Selecting General Outlook 2010 Plug-In Alert Options

You can define the following alert and contact settings from the General tab on the Personify Account Settings screen:

• Don’t alert me when recipient(s) are not found in Personify and a Contact Tracking item cannot be created - if you do not select this option, the following message will display when you try to send an email, meeting request, or task and the plug-in cannot find the recipient(s) in Personify and, therefore, a contact tracking record will not be created:
  
  If you select the Don’t display this screen again checkbox on the screen above, the “Don’t alert me when recipient(s) are not found in Personify and a Contact Tracking item cannot be created” checkbox on the General tab of the Personify Account Settings screen will also be selected.

• Always create a note in Outlook when recipient(s) are not found in Personify and a Contact Tracking item cannot be created - when you try to send an email, meeting request, or task and the plug-in cannot find the recipient(s) in Personify and, therefore, a contact tracking record will not be created, the Personify Alert screen above will be displayed. If you select this checkbox, the message displayed above will be created as a note:
  
  If you select the Save as an Outlook Note checkbox from the Personify Alert screen above, the “Always create a note in Outlook when recipient(s) are not found in Personify and a Contact Tracking item cannot be created” checkbox on the General tab of the Personify Account Settings screen will also be selected.

To view your notes, make sure that the Notes button is added to your navigation pane in the bottom, left corner of your Outlook window.

• Always create contact tracking records for all individuals using the same e-mail address - when sending an email, meeting request, or task, if multiple individuals share the same email address you can choose to always create a contact tracking records for all of the individuals. If you select this checkbox the following message will NOT be displayed when multiple email addresses are shared:
  
  If you select the checkbox at the bottom of the screen above, the “Always create contact tracking records for all individuals using the same e-mail address” checkbox on the General tab of the Personify Account Settings screen will also be selected.

To select general Outlook plug-in options:

1.    From the Personify Account Settings screen, access the General tab.

2.    From the Select Personify Alert Settings section, select the appropriate options.

3.    From the Select Contact Settings section, select the appropriate option.

4.    Click Apply.

5.    To close the Account Settings screen, click OK.