A1-Outlook Messages - Questions

[LMSSC]

Dear Michael,

We are currently doing some testing of A1 --> Outlook

(Settings can be found at:
Tools - System - Configure the System - Configure System Defaults - General - Email (tab) - Microsoft Outlook (tab))

1. If you had all cases to default to Post to Main Case activity for "Category to Post to" - Would you just put in "1" to default to Main Case Activity - or "*1" (with the asterisk) or "*-1" (asterisk - dash - 1)?

2. Can you Post to different areas for different types of cases? So if I had "W-1,P-5,S-2" it would post for Worker's comp cases to Case Activity #1, PI to Case Activity #5, and Social Security to Case Activity #2?

3. When you pull information from/into Outlook - It always has the double set of "A program is trying to access e-mail addresses you have stored in Outlook. Do you want to allow this?" messages. Is there a way to disable this Just for interaction with A1?

Possible related info:
http://www.add-in-express.com/docs/outl ... addins.php
http://www.ablebits.com/programming-out ... /index.php

4. When you receive a message sent out from A1 setup through Outlook - When you receive it - You cannot view a Preview due to "This item contains active content that cannot be displayed in the preview pane. Open the item to read it's contents."

What is the active content?

Thanks again!

[Admin1]

This is correct: So if I had "W-1,P-5,S-2"

So you could enter W-1,P-5,S-1 (where both work comp and social security post to #1).

You can disable the Outlook Security with a free program called ClickYes. Email me and I'll send it to you. Check with your IT consultant for details on Outlook Security.

Mike

[LMSSC]

Thanks for the answers Michael!

So what would I do for Situation #1?

1. If you had all cases to default to Post to Main Case activity for "Category to Post to" - Would you just put in "1" to default to Main Case Activity - or "*1" (with the asterisk) or "*-1" (asterisk - dash - 1)?

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel

[Admin1]

I think it defaults to #1 automatically if it is left blank but I would have to check and possibly update if you want all cases to default to some other number then I would have to possibly add a feature for that.

Thanks,
Mike

[LMSSC]

If you leave it blank when you use A1 with Outlook:

The A1/Outlook window has a dropdown for choosing the Case Activity - However it starts blank.

If you don't choose something it gives a message - Something like "Case Activity not found... Message did not post".

[Admin1]

Right - I forgot about that. The user must select a case activity from the dropdown if it is left blank.

Mike

[LMSSC]

Dear Michael,

If you wanted All A1-Outlook emails to default to Post to Main Case activity (1) for "Category to Post to"

Would the correct code be: *-1 (asterisk dash one)?

Thanks!

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel

[Admin1]

I don't think there is a default at this time to post all Emails to category 1. You could set up each category individually though which should accomplish the same thing.

Mike

[LMSSC]

Thanks for the information Mike.

To confirm:

1. To have our current cases (WC, SS, PI) default ALL to #1 (main case activity): W-1,P-1,S-1

2. Even if we have this set staff can change the Case Activity category they want to post into manually.

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel

[Admin1]

Yes - that is correct. Please let me know if you have any questions about this.

Mike