When Emails are added to Satuit via Satuit2GOMail® (or in bulk via the Outlook Add-In for Emails, Appointments, and Tasks), and the email address(es) do not match an existing contact in Satuit, the email will be added to the Emails (or Appointments/Tasks, as appropriate) tab of the Unassigned Items window. The unmatched contacts will be added to the Contacts tab of the same window.
If an unmatched contact is grayed out in the list of Unassigned Contacts, it means the Email/Task/Appointment associated with that contact has not been added yet. Go to the appropriate tab and add the Activity first, then you can add the contacts for that activity.
To assign items from the Unassigned Items window, follow the steps below:
- In the Message Center section of the navigation bar, select Unassigned Items
- Select the appropriate tab for the type of items you want to assign
- To move Emails/Appointments/Tasks, select the items you would like to assign using the checkboxes, then click the Move button
- Search for the Business or Contact to assign the item to
- Select the Business or Contact in the results list and click OK
- Repeat until all items have been assigned
Important Note: Your Satuit System Administrator can limit how many items each user can have in his or her Unassigned Items box. If you attempt to add more items than you have room for, Satuit will delete as many items as necessary to make room, starting with the oldest items. We recommend reviewing your unassigned items regularly and moving items as quickly as possible after they are added.