Setting Up the Personify360 Outlook Plug-In

The data flow between Personify360 and the Personify360 Outlook Plug-In is two-way. Using the web service, the Personify360 Outlook Plug-In pulls contact information from Personify360. This information can be searched on when adding a Personify360 contact to an email, meeting request, or task. Outlook then sends information back to Personify360 in the form on a contact tracking record. In order for this data flow to occur, specific options must be configured in Personify360 and in the Outlook Plug-In.

 

In this section:

·            Installing the Plug-In as a System Administrator

·            Installing the Plug-In as an End User