Outlook contains a wealth of information about interactions with contacts. For example, within Outlook, users can do any of the following:
- Send e-mail messages to contacts
- Receive e-mail messages from contacts
- Schedule meetings with contacts
- Enter tasks for to-do items
- Record notes about a meeting or phone call with a contact
All these items may contain important information about your firm’s interactions and relationships with contacts. Adding these events as activities or appointments adds valuable information to InterAction.
Adding Activities while Online
When you are using Outlook online, you are connected to a network and are able to access the Exchange Server and InterAction.
Users can add activities and appointments while working in Outlook online. This connects to InterAction to attempt to match up the contacts from the Outlook item (for example, email message, contact, appointment) with contacts in the InterAction database. Users are also given the opportunity to determine the activity or appointment type, edit the details for the activity or appointment, add other contacts, and change other information.
The method used to communicate with InterAction depends on the version you are using. InterAction for Microsoft Outlook uses the InterAction API.
When the user chooses OK on the Add InterAction Activity dialog box or the Add InterAction Appointment dialog box, the activity or appointment is added directly to InterAction.