Setting Up SmartLink Search Preferences

If you enable SmartLink in the Microsoft Outlook SyteLine add-in, the add-in scans your incoming Outlook e-mails for certain search items (key words) that you define in SyteLine. When you open the e-mail, if there is any text in the e-mail that exactly matches a key word defined in your search preferences, SmartLink displays that text as a hyperlink. When you click the link, the related SyteLine form displays in a separate browser window so you can see the details about the key word.

Use the Search Preference List  form to define what SmartLink will search for in the SyteLine database:

• Where to look for matching e-mail addresses. For example, you can tell it to search only for external e-mail addresses found in the Customers form. Specify this with the Search Group field. (For descriptions of the predefined search groups, see the Search Group help topic.)

  The search for matching key words in an incoming e-mail continues only if SmartLink finds a matching e-mail address in the Search Group.

• Where to look for key words that match text in the incoming e-mail, for example an item name. Specify this with the Search Item Name field. Some search items are predefined. If you have the appropriate permissions, you can add more search items through the Search Items form.
• What user the search preference applies to.  This is defined by the User Name field.

You can set up multiple combinations of Search Group and Search Item.  For example, you can have:

• Search Group= CUSTOMER and Search Item Name = CustomerName
• Search Group = CUSTOMER and Search Item Name = ItemName

You can view and update only search preferences that are assigned to your user name.

Related Topics

Setting Up Search Items for Application Search