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