Once you have connected your Outlook Email account with DonorView you are able to sync both inbound and outbound emails into your DonorView account. With the desired email message open click on the "DonorView" icon and that message will be synced.
A sidebar will expand confirming the Sync and DonorView will use the Sender or Recipients name and email address to search the database for a Constituent match. If a match is found then basic Constituent information will be displayed. Pulled from your DonorView account you will see the Name, Constituent ID, Email Address, Mailing Address, Phone Number, Category subscriptions and the last 5 Interactions posted on that Constituent's record.
After syncing the email message you can then return to your DonorView account and navigate to Workspace>CRM>Outlook/Gmail Integration. There on the grid you should see the newly sync message along with any previously synced messages. This messages can then either be manually migrated into Constituent Interactions or you can turn on a automatic migration.
To automate the migration click the "Sync Rules" button and then turn on the "Sync Automatically" toggle. To manually select which messages to migration simply click the check box under the "Select" column for the desired message or messages. Or you can click the "Select All" button which will select all the visible rows of messages. Once selected mouse over the "Actions" menu and click the "Sync Selected Rows" option.
They "Sync Status" on those message rows will then update and the migration process will begin. Please note that depending on the number of messages you are migrating this process may take a few minutes. Once it is complete the "Sync Status" on those messages will update to "Completed". You can then navigate to Workspace>CRM>Integrations to see the results.
