How to Sync Outlook Email to History using CompanionLink for GoldMine and DejaOffice PC CRM

The Sync system can automatically create Email History from Outlook Emails. You need the following to do this:

Use Outlook as your Primary Email System
Use CompanionLink Express or CompanionLink Pro. DejaOffice PC CRM Express or DejaOffice PC CRM Pro.
Use the settings below to choose the content type you want to save to history.

The history records will save to GoldMine and DejaOffice PC CRM. Currently the system does not work for Act! History.

Enabling Outlook Emails to Contact History

1. Ensure you are on the latest version of CompanionLink 9 Express or Professional (Build 9008 or Higher). If you need an update Click Here.

2. Open DejaOffice PC CRM, select Settings, Select Sync Settings, then Settings Under Outlook. Then click the Email to History Tab.

Note: If you are using CompanionLink to control the sync, this tab is in Setting and Advanced Settings.

Email to History Settings

Inbox Settings

1. Store Inbox Email to History: This setting allows you to select what information from the Outlook Email is stored in the History Record. Choose from one of the three options

Subject Only: Stores only the email Subject as the History Record Subject.
Subject and Body: Stores both the Email Subject as the History Record Subject and the Email Body in the Notes of the History record.
Subject, Body and Attachments: Stores the Email Subject as the History Record Subject, the Email Body in the Notes of the History record and links any attachments to the History record.

2. Inbox Folder Name: This option allows you select the Default Inbox to Read emails from in Outlook. "Inbox" is the default, but if you have a special folder set to receive emails you want to store you can adjust this setting accordingly.

Outbox Settings

1. Store Outbox Email to History: This setting allows you to select what information from the Outlook Email is stored in the History Record. Choose from one of the three options

Subject Only: Stores only the email Subject as the History Record Subject.
Subject and Body: Stores both the Email Subject as the History Record Subject and the Email Body in the Notes of the History record.
Subject, Body and Attachments: Stores the Email Subject as the History Record Subject, the Email Body in the Notes of the History record and links any attachments to the History record.

2. Outbox Folder Name: This option allows you select the Default Inbox to Read emails from in Outlook. "Outbox" is the default, but if you have a special folder set to receive emails you want to store you can adjust this setting accordingly.

Other Settings

1. Add History Items for: Sets which contact record in DejaOffice PC CRM\GoldMine will have an attached History record.

2. Store Outbox Email to History: This setting allows you to select what information from the Outlook Email is stored in the History Record. Choose from one of the two options

Sender and Recipients: Adds a history record linked to both the Sender and Recipients Contacts.
Sender Only: Adds a history record linked to the Senders Contact.

3. Add histories for these contact categories: This option allows you to select specific Categories in DejaOffice PC CRM or GoldMine to scan email histories. This will exclude adding email histories any categories not selected if this is set.

4. Reread All Emails: This option forces a full re-scan of Outlook emails. If you have added new contacts and have preexisting emails for these records, you will need to enable a "Reread All Emails" to get these older emails into History.

Scan Emails

1. Automatic scans are done after each sync: Selecting "Scan Now" allows you to preform a manual scan of the Outlook Emails.

2. Scan email histories from folders: Selecting "Scan Specific Folders" allows you to select Outlook Email sub-folders for email to history.

3. Undo Last Scan: Selecting "Undo Last Scan" removes and history items created from Outlook Emails on the last scan.