Automatic Email Capture

Setup » Automatic Email Capture

Configuring the email capture functionality depends on your choice of email server, and in some cases, email client. If you're having trouble getting this vital piece of functionality configured, make sure you email support@affinitylive.com

 

Google Apps

Overview

Automatic email capture is one of AffinityLive's most popular features. But how does it work? In this help page, we answer questions like:

  • How to capture your incoming emails
  • How to capture outgoing emails (more tricky)
  • How does AffinityLive tell between work & personal emails?
Google Apps

Google Apps & Postini

Google Apps is one of the most popular email services available today. If your company is using Google Apps, the good news is that AffinityLive and Google Apps work together flawlessly. Check out this page for detailed instructions on how to configure Google Apps to work with your AffinityLive deployment and be up and running in no time.

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Gmail

Are you using a stand-alone Gmail account as your primary mailbox? No problem - you can configure your Gmail account to forward or synchronize your emails with AffinityLive quickly and easily. Check out this page for instructions on how to get incoming and outgoing emails automatically captured by AffinityLive.

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Microsoft Office 365

Setting up automatic email capture has never been easier. Follow our simple wizard to set up automatic email capture for your Office365 account.
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Exchange 2007 & 2010

Microsoft Exchange ia very popular email and collaboration server. Configuring Exchange 2007 and 2010 to work with AffinityLive's automatic email capture options is straight forward thanks to Exchange's new Transport Rules, as well as older SmartHost technology. To find out more about configuring Exchange, check out this help page.

NB: you'll probably need to have administrator rights to your Exchange server to enable outgoing emails to be captured.

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Exchange 2003 & Earlier

Microsoft Exchange 2003 provides a number of alternatives for capturing your emails. While the options aren't as smooth as those in Exchange 2007, it is still fairly easy to achieve.
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Outlook

AffinityLive and Microsoft Outlook are able to be integrated without the use of plugins or addons, making configuration quick and easy.
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Groupwise

Configuring Novell Groupwise to work with AffinityLive is quite straight forward - as one of the only mail servers that allows both incoming and outgoing mail rules to be configured by end users, within a few clicks each of your users can be up and running with AffinityLive email integration.

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Other (POP3/SMTP)

Not using one of the mail setups described above? Don't stress - you can configure pretty much any mail server or client to work with AffinityLive. Check out the instructions here for more info on how to get yourself up and going.

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Privacy Settings

One of the most common questions users ask when they first configure AffinityLive's automatic email captue is "what about personal emails - will they be captured too?"

The good news is that in almost all cases, no, any personal emails you send or receive will NOT be captured by AffinityLive - this is because AffinityLive only captures emails that come in from or go out to contacts in the AffinityLive company and contact database.

Check out this help page to see how you can configure your own privacy and relationship settings to ensure any personal emails you share with company contacts are protected from prying eyes.

Auto Contact Creation

While AffinityLive automatically captures emails from known contacts, by default it ignores emails if the email address of the sender or recipient isn't in the contact database.

Email-To-Object

Use the Email-To-Object method to quickly add an email to any page in AffinityLive

Email Capture Requirements

Email Capture Requirements