Search Group
Select a search group that the Outlook add-in will check when you open an email. If the sender's email address matches an email address in the dataset, the add-in will compare the text of the email against the specified Search Item dataset.
These are the available search groups:
Group Name | Search in |
---|---|
CUSTOMER | Customers external email address or internal email address |
VENDOR | Vendors external email address or internal email address |
PROSPECT | Contacts, and then contacts in Prospects |
EMPLOYEE | Employees email address |
CONTACT | Employees email address |
CUSTOMER_CONTACT | Contacts, and then contacts in Customers |
USER | Users email address |