Sage
KnowledgeSync - Tips for Sage CRM
SalesLogix
Importing inbound email into SalesLogix
- without writing a script
In an effort to improve
the awareness of Sage KnowledgeSync capabilities among
SalesLogix partners and clients, Vineyardsoft is pleased
to launch a weekly "Frequently Asked Questions" column
for resellers and users of the SalesLogix application.
Each week, Vineyardsoft will detail either a
little-known use or frequently asked question about Sage
KnowledgeSync - specific to the SalesLogix CRM solution.
We invite partners to share this information with
KnowledgeSync clients, as well as to ask questions of
their own and submit their own ideas for critical or
inventive uses of the Sage KnowledgeSync application.
This week's question:
Is it possible to configure a KnowledgeSync event that
monitors incoming email, checks to see if the sender of
that email exists in SalesLogix, and then - if the
sender does exist as a contact - add the email content
to the contact's history and schedule a follow-up
activity? Most importantly, is it possible to do this
without having to write a VB Script?
The answer is YES - to both parts of the question.
Briefly, here's how:
1. Create a query that monitors newly-received email.
2. Create a second query that checks the SalesLogix
contact table for a match against the email address from
query #1.
3. Create an event that uses both queries.
4. Add two 'actions' to the event. The first action
updates the client's history with the details of the
email, and the second action schedules an activity to
follow-up on the email.
Vineyardsoft has packaged this functionality into a
pre-configured EventPak that is free to all
SalesLogix partners and clients. To receive this
EventPak, just send email to support@vineyardsoft.com
and ask for the 'Email Contact Update" EventPak.
Thank you for your support and promotion of the Sage
KnowledgeSync solution.
Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com
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