Message Tracking Setup

Use the Message Tracking Setup function to set up email folders to search for emails sent and received from contacts, customers, or vendors in the Traverse system. If the option to Use Message Tracking is set to 'Yes' in SM business rules, a new Traverse toolbar button can be used to open a list of any stored messages that are related to any email address found on the current screen (customer, vendor, contact, etc.) Clicking on an item in the list will open the user's email program and display the message and any attachments.

Use the Message Tracking Setup to determine which Outlook Exchange folders are subject to search when using the Search Email toolbar function. This function allows you to search Outlook folders easily for any keyword.

Creating Message Tracking Path

1. The screen displays the MAPI folders detected by the Message Tracking Inquiry function. To add folders to the search list, click the Browse button on the toolbar to open a folder list of applicable Outlook folders and select all applicable folders to include for message tracking.
2. Close the Folder List window.
3. Click the Save button, on the toolbar, to save the new message tracking path.

Editing Message Tracking Path

1. Select a path to edit.
2. Edit the path as necessary.
3. Click the Save button, on the toolbar, to save any changes made to the message tracking path.

Deleting Message Tracking Path

1. Select a path to delete.
2. Click the Delete button, on the toolbar, to delete the selected message tracking path.
3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.