Personify360 Outlook Plug-In Overview

The Personify360 Outlook Plug-in helps organizations consolidate the history of electronic correspondences to build a strong, unified history of all customer interactions. It allows staff to engage with their constituents in the familiar Microsoft Outlook environment. Organizations can allow any staff member to access and use Personify360 customer data directly from Outlook, even if they do not routinely log into Personify360. The integration helps organizations effectively manage their relationships by allowing staff to seamlessly access Personify360 data for Outlook email, appointments, and tasks.

After the Personify360 Outlook Plug-In has been successfully installed, you can perform the following tasks in Outlook:

· Email Personify360 contacts.

· Send meeting requests to Personify360 contacts.

· Assign tasks regarding Personify360 contact.

· Save Outlook emails, meeting requests, and tasks as Personify360 contact activity records.

You can perform the following tasks in Personify360 using the Outlook Plug-In:

· Send emails.

· Review emails, meeting requests, and tasks that were saved as contact tracking records.