How to add an email to a contact (contact activity) from Outlook Integration

This article will explain how to add an email activity to an existing contact in your Tractivity system, using the outlook Integration.

1. Select and open the email you wish to create in Tractivity, and select the red Tractivity Logo from the top bar.
2. Log into the Tractivity add-in via your preferred login method **if you haven’t done this before please see article How to access the Outlook Integration
3. Once logged in, the add in screen will give you a summary of the project you are currently viewing – if you have access to multiple projects please select the project you wish to create the activity within.
4. Please ensure you have added all the contacts to your Tractivity system that you wish to log this activity against **please see article - How to record new contacts inside of Tractivity from Outlook Integration
5. Select the red Create Email Activity button at the top of your outlook add-in screen.
6. Select all the contacts, organisations, and any mandatory fields that you want associated with this activity.
7. As we are not attaching this activity to an enquiry, please do not complete any details under the Enquiry heading.
8. Click the red Save button
9. The screen will change and show you a confirmation of the date and time that the activity was saved, and a summary of the contact the activity was saved against.

The Outlook Integration will be gradually rolled out over the next few months. For more details, please connect with your dedicated Customer Success Manager.