View source for How to Sync Thunderbird Email to History using CompanionLink and DejaOffice PC CRM

The Sync system can automatically create Email History from Thunderbird Emails. You need the following to do this:
#Use Thunderbird 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.
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The history records will save to DejaOffice PC CRM.  Currently the system does not work for Act! History.
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===Enabling Thunderbird Emails to Contact History===
:1. Ensure you are on the latest version of CompanionLink 10 Express or Professional (Build 10022 or Higher). If you need an update [https://www.companionlink.com/downloads/updates.html Click Here].

:2. Ensure you are on the latest version of DejaOffice PC CRM (Build 1663 or Higher). If you need an update [https://www.companionlink.com/downloads/updates.html Click Here].

:3. Open DejaOffice PC CRM, select Settings, Select Sync Settings, then Settings Under Thunderbird. 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.
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===Email to History Settings===
[[File: DPCThunderbirdEmail.png|500px|right]]
'''Inbox Settings'''
:1. Store Inbox Email to History: This setting allows you to select what information from the Thunderbird 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 Thunderbird. "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 Thunderbird 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 Thunderbird. "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 will have an attached History record.

:2. Store Outbox Email to History: This setting allows you to select what information from the Thunderbird 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 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 Thunderbird 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 Thunderbird Emails.

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

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