Email Administrators: Email/Contacts/Calendar Sync

How do notes flow between your sync email and MoxiEngage?

  • Updated

Notes flow between your sync email and MoxiEngage in two-way sync outlined below. If a note is entered into your sync email, it appears in the Notes section of the person’s contact card, and vice-versa.

 

Where to locate notes in your sync email:

Contact Note.jpg

Where to locate notes in MoxiEngage:

Contact Note in Engage.jpg

If your synch email is Office 365, the People app will show the notes under the client record.

O365 Notes.png

 

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