You use this program to identify and display all unknown attendees previously recorded against an activity and if applicable, create a new contact.
| Field | Description |
|---|---|
| File | |
| Delete Excluded Selection | Delete the list of previously excluded attendees. |
| Activity filter | Indicate the length of time for which to identify and
display unknown attendees in the listview. Select All Activities if you do not want to filter activities according to a time frame. |
| Show excluded attendees | Redisplay the attendees previously excluded from the listview. |
| Only show my activities | Only display unknown attendees originating from the contact associated with the selected email address in SYSPRO Office Integration. |
| Create Contact | Create a contact for the attendee currently highlighted in the listview. |
| Assign Contact | Assign the unknown attendee to an existing
contact. You can assign the contact to an existing Customer, Supplier or Account. You can assign the contact to the special account called Unassigned Contacts (account number 9999999) if required. |
| Field | Description |
|---|---|
| Name | Indicates the name of the unknown attendee. You can click on this name to create a contact for the attendee. |
| Activity | Select View to open the related email. |
| Exclude | Remove the entry from the listview. |
This message is displayed when you select the Create Contact function or you click on an entry in the Name column of the listview.
| Field | Description |
|---|---|
| Create Contact | Create a contact for the selected unknown
attendee. You are prompted to enter the contact name to assign to the unknown attendee before entering the contact details. |
This message is displayed when you select the Assign Contact function.
| Field | Description |
|---|---|
| Assign Contact |
Select this to assign the unknown attendee to an existing contact. Indicate the contact name to whom you want to assign the unknown attendee. |
When you record email using the Microsoft Outlook SOI plug-in, the application uses the email address to identify the contact against whom the activity must be recorded. When the email address does not match an email address against any of your existing contacts, the address is recorded as an "unknown attendee".
Select the Do not show this message again option when selecting the Create Contact or Assign Contact function if you do not want to display this message ever again. When you select this option then only the options to assign/create or cancel a contact are displayed in future.
If the unknown attendee's email address differs from the contact 's email address, you are given the option to assign the unknown attendee's email address as the contact's work email address.