Log emails in Outlook to Tractivity

The Tractivity Outlook add-in can turn your emails into Email Activities in a matter of seconds. This article will show you how.

Log into the Outlook add-in and select an email in your Outlook inbox. To begin creating the Activity, click the button labelled Create Email Activity.

On the next page, select the Contacts you would like to associate with this email. You can assign any Contacts mentioned in your selected email as Associated Contacts for this Email Activity. The first Contact selected will be the main Contact for your Activity.

Additional fields will be visible on this form; these fields are based on the fields present in your system’s Add Activity form, including any mandatory fields. Complete these fields, either by completing the text fields or selecting from the available options.

Associate your Activity with an Enquiry

The last option when adding an Email Activity is Enquiries. You can attach your new Activity to an Enquiry – useful if your email is part of an ongoing conversation with a stakeholder. The most recent Enquiries will be displayed; you can assign the Activity against any of these Enquiries by checking the checkbox next to your preferred Enquiry.

You can find other Enquiries by changing the Filter by dropdown. This allows you to search for Enquiries based on their title, the Account Handler, or across a specified date range.

Once you are happy with your Activity, click Save. You will return to the add-in main menu, with a banner at the top confirming that your new Email Activity has been created