Email Tracking

Attribute Stamp

The default stamp for sending emails is generally the Job name.

You can create your own stamp but the default is [#*]

• In Outlook
• Change connection to Standard Job Template/04 Correspondence/Emails Refer SC07 – Client MS Office Suite
• Add to favourites
• Close Outlook
• In 12d Synergy Administrator
• Side menu Emails => Incoming Tracking

• Restart 12d Synergy Client and Outlook
• <Update> the Job attributes in the Standard Job Template.
• Send email g. to Client with FYI subject

• In 12d Synergy Client
• In Job Standard Job Template
• View the email file

Customised Outgoing Email Templates

• In 12d Synergy Administrator
• Side menu Emails => Outgoing Templates
• Appearance and text in emails from 12d Synergy can be modified from the default in this location.

Example

See 12d Administration guide for more details.