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 1 - Login to https://www.apex.trisys.co.uk
Step 2 - Click the menu "Administration" and then "User Options"
Step 3 - Click the tab "Security"
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)
Following the above step (or if already enabled) you will see the following
Step 6 - Click the "Authorise" button once (a window will open)
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)
Step 8 - Click "Accept" (should there be a checkbox to click, please do so and then click "Accept")
Step 9 - You should see a message confirming you have successfully authorised the Cloud Sync service (click "OK" to close the message)
Step 10 - In the event that the following message is displayed, please skip to "Instructions for your IT Support Team" (see below)
Step 11 - Ensure the synchronisation is enabled for "Email"
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.
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"
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.