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Email Synchronisation Instructions for  TriSys Apex

Should you have any questions please raise a support issue using the TriSys customer support portal.


The TriSys Cloud Sync email synchronisation service automatically copies sent/received e-mails into the corresponding database contact records containing matching email addresses. Please note email addresses which do not exist in your TriSys database will not synchronise any sent/received emails. To ensure such emails synchronise you must ensure such email addresses exist in your TriSys database.

Please complete the following steps to enable this service

Step 2 -  Click the menu "Administration" and then "User Options"

Step 3 -  Click the tab "Security"

A graphic showing how to open your user options and click the

Step 4 -  Confirm you can see a field group with the title "Cloud Sync"  as shown below (if not visible refer to "Security Permisions" below)

Step 5-  Under "Cloud Sync" please click "Enable Cloud Sync" (if already enabled, proceed to next step)

A screen shot of a website that says click to enable cloud sync

Following the above step (or if already enabled) you will see the following

A screen shot of a website that says click to enable cloud sync

Step 6 - Click the "Authorise" button once (a window will open)

A green button that says click the number button on it

Step 7 - In the window which has opened, login to your email account (using your email address and email account password, not your TriSys password)

A computer screen shows how to enter your office 365 username and password

Step 8 -  Click "Accept" (should there be a checkbox to click, please do so and then click "Accept")

A screenshot of a web page with a green arrow pointing to the following message.

Step 9 -  You should see a message confirming you have successfully authorised the Cloud Sync service (click "OK" to close the message)

A screenshot of a web page with a green arrow pointing to the following message.

Step 10 -  In the event that the following message is displayed, please skip to "Instructions for your IT Support Team" (see below)

A screenshot of a web page with instructions on how to use it

Step 11 -  Ensure the synchronisation is enabled for "Email"

A screenshot of a web page with a green arrow pointing to the following message.

Success

You have successfully completed the activation of this service and may resume your TriSys database activities.

Below are the instructions which your TriSys database administrator user and your IT support team can refer to (if applicable).




Security Permissions (Cloud Sync is not visible under your User Options).

Should you not see the field group named "Cloud Sync" when you open your User Options please ask your TriSys database administrator user to complete the steps below. Once done you can repeat the above steps successfully.

A screenshot of a web page with instructions on how to use it

Insufficient Permissions?

Should you encounter the message below when following the instructions above you must contact your IT support team (please send them a link to this page and request that the instructions below are followed specifically "Configuration Required in Microsoft Entra"

A screenshot of a web page with instructions on how to use it

Configuration Required in Microsoft Entra (instructions for your IT support team)

Your specialist IT support team must follow the steps below once.

After this has been completed please repeat the above instructions from Step 1 to successfully activate your e-mail synchronisation service.

A screenshot of a web page with instructions on how to use it
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