Using the Outlook Add-In

Once enabled, the Outlook Add-In functionality enables features for incoming and outgoing Outlook emails.

Options for Incoming Emails

For incoming emails, the re:Members AMS add-on link is visible under the senders list at the top left of the received email window.

When clicked, the app searches the re:Members AMS database to establish whether the sender and any other cc’d recipients are also in the database. If any are found, these are displayed with a green icon, and the email recipient can choose to log the correspondence (as a note on the person’s record), add an activity, and add a notification.

Clicking on a contact’s name displays their information as it appears in re:Members AMS.

Under the list of Individual Records, the following options appear:

  • Log this Correspondence
  • Add an Activity
  • Add a Notification

Logging Correspondence

Clicking the Log this Correspondence button sends the text of the email to the associated Individual Record(s) in re:Members AMS, with optional Additional Comment text if desired.

Once logged, the note is visible on the Individual Record > Overview tab > Notes tab.

Adding an Activity

Clicking the Add an Activity button in the add-on allows users to enter a description in the Activity Description field (required).

Information entered in this field will appear on the Individual Record > Overview tab > Recent Activities tab.

Add a Notification

Clicking the Add a Notification button sends a notification to the records of the contacts in the email.

Such notifications are visible to recipients via the notifications icon at the top right of the screen and in the My Profile page > Tasks tab > Notifications menu option.

Options for Outgoing Emails

The functionality is also available when composing emails.  Users can select it from the Office Add-Ins in the new email window, and it can be used to populate the new email with email addresses stored in the system.

Look up individuals from the database to add to the email.  The user has the following options:

  • Name or Email: Search by a specific individual name or email address.
  • Organization: Search individuals connected with a certain organization.
  • Committee: Search individuals connected with a specific committee.
  • Membership: Search holders of the membership type you specify.
  • Event Registration: Search registrants of a certain event.

Contact support at support@impexium.com if you are interested in using the Outlook app functionality