Setting Up Email Tracking

Overview

12d Synergy can track incoming and outgoing emails via Microsoft Outlook. When an email is tracked by 12d Synergy, it is stamped so that any future replies or emails can also be tracked. Settings about how the stamp is defined can be found in the Emails section of the 12d Synergy Administrator.

Stamps can be defined either as the name of the job or a specific attribute of the job.
These stamps can take any form you like, though the default stamp is [#*]

For example, if the stamp source is the job name, and you have a job called HR – Training, all emails with the stamp [#HR – Training] will be associated with this job. You can define many different masks, and resolve them to one final stamp as required. This allows for variation or mistakes.

Email tracking is accomplished via the 12d Synergy Outlook plugin.

Exclusions

It may not be desirable to always attempt to track all emails, especially emails generated automatically by known senders. You can exclude these from tracking by adding their addresses to the Email Exclusions tab.