In Outlook or any other email service you use, include your association's unique archive address as a BCC. The software will then receive the email, look at the address sent/replied to, and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under Setup > Association Information > Email Server Settings.
You will use the email address listed in the Email Relay Service "use" field. Find your association’s domain address under the Email Server Settings section under Setup > General Options and Settings. NOTE: You must have Administrator permissions to view these settings.
Notes:
- To use the archive feature, you must send the email from an email address that is listed as a staff email address under Setup > Employee/Reps.
- Emails forwarded or cc'd to archive@youraname when multiple members/reps in your database share the same recipient address will be recorded in Communication > Unmatched Archive Emails.
- In cases where there are two reps with identical email addresses that belong to the same member, it will be recorded on that member’s history.
- In cases where two reps with identical email addresses belong to two different members, the archived email will still go to the unmatched archive email list.
NOTE: The archive@ email address should only be included in the bcc line when you use Outlook outside of ChamberMaster/MemberZone. If you are selecting the Edit with Outlook option from within the software, it is not necessary to include it. If you do include it in the BCC, the system will attempt to "double-archive" which will result in an error indicating the message has not been received, when it actually may have been. |