Setting Desktop Manager E-mail History Options

Use the Sage SalesLogix Desktop Manager to enter connection information and set e-mail history options.

To set options

In the System Tray section of the Windows Taskbar, double-click the Sage SalesLogix Desktop Manager icon.
Do one of the following:

Web Client users - In the Portal URL box type the URL to connect to. Use the following format:

http://servername:port

Disconnected Web Client users - In the Portal URL box type the URL to connect to. Use the following format:

http://localhost

If you are using a fully qualified name, you may need to add domain name.com after the server name.

Do one of the following:

If you use your Windows account information to log in to Sage SalesLogix, select the Use Windows Authentication option.
Enter your user name and password information.

In the User box, enter the user name you use to log in to the Sage SalesLogix Web Client.
In the Password box, enter the Sage SalesLogix password for the user name entered above.

Click Test.
Under History Options, select when you want to be prompted when logging an Outlook e-mail as a Sage SalesLogix history record. Select any of the following:

Prompt for Duplicate Contacts - Prompts you when a duplicate contact or lead is detected.
Prompt for Contacts - Prompts you to select which contacts or leads the history item should be associated with.
Prompt for Unresolved Contacts - Prompts you when a contact or lead is not found in the database.
Display History Details before saving - Prompts you with the Complete E-mail dialog box before an e-mail message is recorded to history.

Select the Display Tray Notifications check box if you want to see pop-up messages that describe Desktop Manager activities as they occur.

These options do not apply to dragging and dropping e-mails. Use the Log to History option in Options for dragging and dropping e-mails.

Related Topics

Installing and Using Sage SalesLogix Desktop Integration

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