How to setup Advantage Xi to Automatically
Save Emails to Contact Records

 

A built in feature of Advantage Xi is to allow emails that come in and emails that go out to be automatically saved to the contact record of the person sending or receiving the email.  This feature has to be turned ON after you setup Advantage Xi and then each contact that you want to automatically save must be turned ON.  

 

Follow the steps below as needed:

 

Turn ON the Auto-Save Feature (this only turns on the feature)

  1. Utilities > Options > Email Options > Message (tab)
  2. Place a checkmark in “Auto-Save emails FROM contacts”, if you want to allow inbound emails to be saved to specific contacts
  3. Place a checkmark in “Auto-Save emails TO contacts”, if you want to allow outbound emails to be saved to specific contacts.

 

Turn ON the Auto-Save Feature for each contact

Comment: There are some people that you want to auto-save emails and there will be some people that send you nothing but junk each day and you don’t want to auto-save their emails.  By turning on the feature at a contact level, you can decide who you want to allow emails to be auto-saved.

  1. Turn ON/OFF a single contact record – goto the contact you want to auto-save emails.  Place a checkmark in the “Auto-Save Emails” below the greeting field on the contact detail screen.  This checkmark indicates that you want to auto-save emails.  Uncheck this option if you decide not to auto-save the contact’s emails
  2. Turn ON/OFF a group of contacts – from the Address Book Browse Screen –
    1. Place an ‘X’ next to each contact that you want have emails auto-saved.
    2. Data > Global Update > “Show this contact Record in Email-List” > Edit.. > TRUE
      NOTE:  Obviously this selection is not as intuitive as it should be – in future releases we will change the name of this to “Auto-Save Emails
  3. Turn ON/Off the default value of this option for new contacts added to the database.
    1. From the Address Book > Data > Options
    2. Place a checkmark in “Default ‘Auto-Save Emails’”