Match My Email End User Manual
Contents
1. 9 1 Error Message API_DISABLED FOR_ORG This error message occurs when a Salesforce Professional Edition user attempts to connect to Salesforce com without first properly upgrading or configuring his or her Salesforce account Contact MME support for assistance 9 2 Using Microsoft Internet Explorer Web Tab log in is unresponsive Internet Explorer users should update Security settings before starting MatchMyEmail setup Go to Internet Options gt Security tab gt Trusted sites gt Sites Type in https matchmyemail com in Add this website to the zone field Hit Add gt Corresponding entry should appear in a list Websites Hit Close Go to Privacy tab gt Sites Type in matchmyemail com in Address of website field Hit Allow gt Corresponding entry should appear in a list Managed websites Hit Ok gt Ok 9 3 My Outgoing Email is not logged into MatchMyEmail Salesforce MME is using IMAP protocol to retrieve a copy of incoming outgoing messages It s very likely that Sent folder is not part of selected folders in Import settings or email client is not saving a copy of sent message into Sent folder from server please check your email account options Contact MME support for assistance Copyright 2012 RAE Internet Inc doa Mailspect Inc and Match My Email 28 84 Match My Email 10 Master Services Agreement 10 1 Contact Match My Email support for a PDF of the Master Servi2. Done is indicated in window click Refresh A user can also reprocess all emails in Email Viewer by going straight to the Reprocess button and clicking the drop down arrow In the command box for Apply To use the drop down to select the option for all emails Click Apply Another window will pop up that reads Please Wait and will indicate emails are being reprocessed It is important to wait until the Done appears at the top as shown in the below screenshot before the user clicks the Close button MY Email Search for sender Please wait close 2 Search in subject Done Reprocessing message 2606390 with match status match Reprocessing message 2606389 with match status match D12 gt gt 5 Match all P Reprocessing message 2606387 with match status match Search Scope Reprocessing message 2605144 with match status match F47 subject W body W attad Reprocessing message 2604326 with match status match SEARCH CLEAR SEARCH FILTER Reprocessing message 2585462 with match status match _ Reprocessing message 2584213 with match status match Reprocessing message 2583456 with match status match Search in content RSS of Current View Match State All Excluding Ignore Type All Reprocessing message 2583459 with match status match il com REFRESH Settings Reprocessing message 2583453 with match status match IGNORE REMOVE REPROCESS SAVE Reprocessing message 2583056 with match status match Reproce
3. The user then selects the folders and clicks the lt button to add them to Selected folders In order to capture relevant ingoing and outgoing emails the Inbox and Sent folders should be selected If a filter or rule puts emails in specific subfolders when received then that folder should be selected with or instead of the Inbox Again the desire is to select folders where relevant emails pertaining to SF operations will be received as well as sent Using the Import Folders dropdown field the user can change the logic used for importing from Selected the default option to All Except Selected If this reverse logic is used Copyright 2012 RAE Internet Inc doa Mailspect Inc and Match My Email 22 84 Match My Email then all folders should be moved to Selected Folders window EXCEPT the folders from which emails need to be uploaded There may be situations where this reverse logic is helpful Whichever logic is used it is vital that folders such as Draft Trash Junk etc are NOT selected for importing Please note that with IMAP protocol it is important to set up the email account to leave emails on the server and not remove them for at least 24 hours If promptly removed MME is unable to download and process them for matches 5 2 Start Import Manually If a user would like to force an import to check operations use the button Start Import Manually This button directs the system to perform
4. 3 RSS Chatter RSS and Chatter Feeds are enabled by clicking on the RSS button after the user has configured the Email Viewer to the desired MME View 11 Match My Email User Manual Version 2 4 1 84 Match My Email 4 4 Pages The page to be viewed is selected by clicking on the page number If there are not enough messages in the system to require multiple pages of emails for viewing this area will be blank on the screen 4 5 Filter Options MME Views are selected and displayed using the Filter Options the top grey ribbon above the table of emails Emails can be sorted and viewed according to a rich variety of options for the Match State the Type of Salesforce object and Association by using the drop down menus and clicking the Refresh button This overrides any limits on date in the Time Period Selector MME categorizes imported emails by their Match State for example No Match Ignore or match made with type of SFDC object and other information indicated all in the Type Matches column at far right The default viewing state will be shown as All excluding Ignore but a user can choose All emails or view emails of a particular state including Ignore No Match or Reprocess After selecting a particular state click the Refresh button to view the desired emails in descending chronological order Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases
5. IMAP e Always On MME is on 24 7 365 days per year It syncs your email in the cloud not at the laptop desktop or mobile device level so it is always on and working whether you are logged into your email account or not e Drudgery Free Time studies have shown that the end user of a manual email syncing tool will click his or her mouse 25 000 per year to log email to Salesforce com Semi manual solutions require the end user to frequently log into a screen and resolve ambiguous and junk emails MME saves the average user 100 hours of manual unproductive labor per year e Zero Mistakes or Omissions Neither manual nor semi automatic tools can guarantee that the email log in Salesforce com is up to date and 100 complete and accurate Because MME is always on all email communications are logged to Salesforce com in a timely manner Due to MultiMatch the end user can be 100 confident that all email communications are displayed in every Salesforce com object that he or she opens and views e Reprocessing The MME cloud can be viewed as quarantine Imported email is held in the MME cloud for 45 days By putting imported email in a holding bin MME can guarantee that no viruses spam malware junk mail personal emails or confidential content can ever get uploaded into Salesforce com While in quarantine MME reprocesses the email that is in a No Match state every twenty minutes looking for new email address matches in Sales
6. Part 4 4 Pages E subject V body V attachment SEARCH CLEAR SEARCH FILTER m Search Scope Selector Messages 1 to 50 of 75 gt gt 4 11 Type Matches Subject Datet Size Type Matches Paul Sterne RE Salesforce is in NYC Oct 19th save the date 04 16 PM 33K Contact Paul Sterne User Gail McGlamery Contact Simone Duncan Simone Duncan Accepted GoToMeeting Invitation Match My Email trou 04 11 PM 2K User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Gail McGlamery Simone Duncan RE Voicemail received from 312 878 1176 0 29s 01 43 PM 22K User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Paul Sterne Gail McGlamery 3 Paul Sterne Trevor Holewit RE Salesforce is in NYC Oct 19th save the date 10 40 AM 33K User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Paul Sterne Gail McGlamery 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date 10 18 AM 29K User Gail McGlamery Account MatchMyEmail 4 1 Search Options Users can enter keywords phrases or symbols in the sender subject or content of emails boxes Pattern matching allows you to use _ to match any single character and to match an arbitrary number of characters including zero characters To match exactly or _ characters escape them as _ The check boxes allow the user to choose what part of
7. Reprocessing If the Type Matches column displays Reprocess as the Match State for an email message it may indicate that there is a disruption in the authentication of Salesforce credentials to MME It may also indicate a max out on the number of API calls needed to process emails between MME and Salesforce If the system does not address these messages within 24 hours contact MME support staff for assistance Though MME reprocesses emails every 20 minutes it is also possible to manually force the system to do so by clicking the Reprocess button in the Match Details pop up box In the case where a user makes a change to a Lead or Contact or adds an email address to the Personal Ignore List by clicking Reprocess the change will performed immediately 4 11 5 Reassigning Ignored Messages It is possible that an email may be relevant to Salesforce even though the system is directed to ignore it via the Personal Ignore List If the Filter Options mapped as 4 5 is changed to either Ignore or All Messages any messages with a Type Match of Ignore will be visible Ignore showing in the far right column If a user would like to manually match this email to a Salesforce object after all mouseover the match state of Ignore and use the Match button in the pop up window as described in section 4 11 2 above to make amatch The change will take effect immediately and the Type Matches column will display the
8. Reprocessing message 2402672 with match status no_match 2 gt gt RSS of Current View Processed 2 message s Please refresh page Search in content Match all e v subject V body att SEARCH CLEAR SEARCH FILTE Search Scope Match State All Excluding Ignore Type All x All Matches for gailmcglamery gmail com REFRESH Settings IGNORE REMOVE REPROCESS SAVE From To Subject Date Size Type Matches 71 Gail McGlamerv thalewinski hotmail cam mercy rahe status 08 2 PM 3K 4 7 2 Remove Command The Remove command allows users to remove an email from the MME cloud and ultimately Salesforce if that is desired but should be used judiciously Typically a user will click the Check Box next to the messages desired for removal Clicking the Remove command button opens a window in which the user is asked to apply Remove to the selected number of messages or all messages All messages means all not just all the emails that might match the one selected so rarely would All be used The Remove command window contains the option of checking a box for uploaded data No check in the box means the emails are removed from the Email List in the MME cloud but uploaded data will remain in Salesforce However if the box is checked then the email will be remove from the Email List AND the email will be removed from Salesforce In doing so it is important to remember that once removed e
9. next import manually On Ignore Page one finds e Personal Ignore List of email addresses e Ability to add email addresses to or remove them from Ignore List On Settings Page one finds e Salesforce Integration e Optional set up information for Google Docs and Gmail not usually needed e Ability for Account Owner to add Domains and Users to MME account 9 Match My Email User Manual Version 2 4 1 84 Match My Email 4 Email Page When a user logs in to MME the screen will default to a view of the Email Viewer At any time a user can click Email in the black MME Menu Ribbon to return here If a user is elsewhere in their Salesforce account and would like to see the Email Viewer they can also click the Match My Email web tab The Email Viewer is the heart of MME and this screenshot maps areas explained in the subsequent sections below The Email Viewer allows a user to see their email stream in the MME cloud and how emails have been processed by MME Domain Admins are able to see and manipulate the email stream of their entire domain while the Account Owner can see and manipulate the email stream of the entire account Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages WEISEN Weare Email 4 1 Search Search for sender 9 12 13 OfejifeJal Search in subject 9 TRLU Group by sans Search in content 9 l eee lt lt Sep 6 2012 Sep 20 2012 gt gt F
10. the email message is searched the subject field email body or attachments Copyright 2012 RAE Internet Inc dba Mailspect Inc and Match My Email 10 84 Match My Email The Clear Search Filter button will clear all fields and make it easy to begin a new search Mouseover the question marks for guidance in how to fill in these fields 4 2 Time Period Selector Time Periods are set through the dropdown menu in the middle of the screen Users can choose between the last 24 hours Daily 7 Days 14 Days and All period which equals 45 days in Match My Email 7Days 5 24 Hours lt lt Sep 13 20 Daih Group by 2012 gt gt Message 14 Days 74 All period Custom Choosing the Custom time period option opens two boxes in which the user can type in the date they want or use the calendar icons to select If typing in the dates are displayed in reverse Japanese calendar notation i e YYYY MM DD In the example below 2012 09 20 is September 20 2012 Custom x Custom date range 2012 09 20 to 2012 09 20 Browse Group by lt lt Sep 13 2012 Sep 20 2012 gt gt Messages 1 to 24 of 24 Clicking on the Calendar icon to the right of the date fields opens a calendar dropdown in which the user can select a date by toggling back and forward through the calendar Once the data range is selected the user clicks on the Browse button to show the messages in the selected date range 4
11. to view the Header details Show Source enables the user to view the Source code details Hide Message hides the body of the email or restores it to view Show Attachment open the attachment for viewing Print Message enables the user to print the email Copyright 2012 RAE Internet Inc dba Mailspect Inc and Match My Email 18 84 Match My Email Mon 14 Mar 2011 15 33 27 0400 From Mailspect lt info mailspect com gt To Subject Mailspect License Key s acts hu lt sJ acts hu gt key raeinternet com lt key raeint Message text plain quoted printable 1K Attached is your Mailspect license key To install click INSTALL KEY on the front page of on or the key with MPP Manager in usr local MPP and restart mppd with opy manually simply place the key Install Guides can be found at Quick http mailspect com esupport Th If you need any help including real time installation Contact Mailspect IAI IAI w s 6 0 0 Attachment key txt application octet stream base64 1K nr si Show Headers Show Source ernet com gt Show Headers H de Message tp YOUR_HOST_NAME 20001 mppd r or configuration assistance via web ese support libraries contain valuable information on configuring updating and maintaining Mailspect conference or SKYPE please p Show Headers Show Attachment PRINT MESSAGE 4 11 Type Matches amp Match Detail pop up com
12. 2 4 1 84 Match My Email the Email List Show or Hide the Recipient column and select the number of Messages per page from 20 to 100 4 7 Commands Ignore Remove Reprocess Save The Manual Command buttons of Ignore Remove Reprocess and Save allow those actions to be taken on messages that are selected using the check box in the far left column By clicking the box for one message these commands mine information within the message and then use that as a starting point for the user to refine their desired use of that command Find details about how to employ these commands in their own subsequent section below 4 7 1 Ignore Command The ability to Ignore emails is a way for users to employ privacy controls and keep private and or irrelevant emails from cluttering up the Email Viewer This is especially beneficial for users importing from their general Inbox and Sent folders the recommended folders There are two methods that allow a user to make use of Ignore the manual command discussed here and the Ignore Tab see Chapter 6 Both methods lead to the creation of a Personal Ignore List When MME processes emails the first step executed by the MME algorithm is to check this Personal Ignore List Emails with addresses that match the email address or addresses on the Ignore List are not processed and cannot be uploaded into Salesforce To add an email address to the Personal Ignore List check
13. 3865 always on and operate with little or no end user intervention MME is a cloud service that is accessible viaa browser using a username and password MME is platform independent and leverages open standards such as IMAP for email and OAuth for authentication The service syncs and logs email and its attachments to standard Salesforce com objects like Leads Contacts Accounts Person Accounts Opportunities and Cases MME s goal is to make email syncing as seamless and automatic as possible while creating a 100 complete and accurate email log inside of Salesforce com Its goal is to do all the work associated with email syncing for the end user Time studies show that MME saves the average user 100 hours of manual labor per year The service is designed to be set up and forget and operate completely in the background Once an end user has set up his or her credentials the service works with no user intervention including password authentication MME allows the user to focus on his or her work not email syncing and logging and get the most value out of the organization s technology investment 1 1 Design Goals The design objective of MME is to put all customer email communications into the right object s in Salesforce com with no user activity required e Fully Automatic In contrast to other solutions MME is fully automatic It imports emails and their attachments from an end user s email account s processes the email
14. 84 Match My Email Match My Email End User Manual Multi Match Version Version 2 4 1 Updated 10 16 12 1 Match My Email User Manual Version 2 4 1 84 Match My Email Copyright 2012 RAE Internet Inc doing business as Match My Email This document is the copyrighted intellectual property of RAE Internet Inc a corporation domiciled in the State of New York with its principal offices at P O Box 143 Ardsley on Hudson New York 10503 The document may be copied in whole or in part provided that each copy contains this copyright notice The information contained in this manual was compiled with care Nevertheless erroneous statements cannot be excluded altogether RAE Internet Inc the authors and the translators are not liable for possible errors and their consequences The names of software and hardware used in this manual may be registered trademarks they are used without guarantee of free usability RAE Internet Inc generally follows the spelling conventions of the manufacturers The reproduction of brand names trade names logos etc in this manual even without special marking does not justify the assumption that such names can be considered free for the purposes of trademark and brand name regulations Please direct any recommendations or comments to Support matchmyemail com Copyright 2012 RAE Internet Inc doa Mailspect Inc and Match My Email 2 84 Match My Email Table of Contents 1 TNEFOG
15. By clicking on the Reprocess button in the Pop Up that specific email will be reprocessed After the reprocessing is complete the user will be prompted to Refresh the screen to show the new State of the email This is further described in Section 4 11 4 below Account MatchMyEmail W Gail McGlamery Ms M possibly of interest Oct 05 5K No Match Match details mone Duncan Paul Sterne Gail McGlamery Simone Duncan Status Change to Email Blast No Match ail McGlamery Processed on Oct 05 atchMyEmail mone Duncan Paul Sterne Gail McGlamery Simone Duncan Status Change to Email Blast Match l gt Contact Simone Duncan Gail McGlamery Simone Duncan duplication maybe Oct 05 07k User Gail McGlamery The reprocess command can be used in conjunction with filtering options to help clean up the Email List For example use the filtering options and Refresh to 17 Match My Email User Manual Version 2 4 1 84 Match My Email Show in the Email List only emails of a particular type that need reprocessing Then use the Reprocess Command and apply to all emails 4 7 4 Save Command Troubleshooting The Save command currently exists as a mechanism for troubleshooting assistance A user can save a particular email or emails by clicking the Check Box next to the emails in question Choose the Save Command and apply to selected messages The emails will be saved in the location on the local computer where downloaded files normally re
16. From To Gail McGlamery Paul Sterne Gail McGlamery Simone Duncan Gail McGlamery Simone Duncan Gail McGlamery Gail McGlamery 4 6 Settings All Matches Gail Asse us 59 marched MatchMyEmail Account 38 matched Ovidiu Bivolaru Lead 21 matched Paul Sterne Contact 13 matched Simone Duncan Contact 38 matched smeste is mMm NIe A OUT I ve the date RE Voicemail received from 312 878 1176 0 29s 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date atch My Email troul ery gmail com REFRESH Date Sep 20 Sep 20 Sep 20 Sep 20 Sep 20 Products Reports Email Messages Size 33K 2K 22K 33K 29K Type Contact User Contact User Account Contact User Account Contact User Account Contact User Account m RSS of Current View Pages 1 2 3 Settings Matches Paul Sterne Gail McGlamery Simone Duncan Gail McGlamery MatchMyEmail Simone Duncan Gail McGlamery MatchMyEmail Simone Duncan Paul Sterne Gail McGlamery MatchMyEmail Simone Duncan Paul Sterne Gail McGlamery MatchMyEmail Mouseover the Settings option to display a pop up window in which Email Viewer settings can be set depending on user preference The user can Show or Hide the Sender column of 13 Match My Email User Manual Version
17. Products Reports Email Messages WEISEN TZEIEIE Email Search for sender Search in subject Group by All period Search in content RSS of Current View Aug 28 2012 Sep 21 2012 Match all 9 Pages 1 2 3 Search Scope _ Messages 1 to 50 of 109 gt gt v subject W body V attachment g SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore x All Matches for psinesomeryeamai con nern All IGNORE PESON Ce Ambiguous Error Subject Date ft Type Matches A Match z A Gail McG No Match RE Salesforce is in NYC Oct 19th save the date Sep 20 Contact Paul Sterne User Gail McGlamery Contact Simone Duncan Gail McGlamery Simone Duncan Accepted GoToMeeting Invitation Match My Email troul Sep 20 User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Gail McGlamery Simone Duncan RE Voicemail received from 312 878 1176 0 29s Sep 20 User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Gail McGlamery 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Gail McGlamery 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date User Gail McGlamery Account MatchMyEmail When emails are matched MME will identify the type of Salesforce object to which it is matched In addition to the default Type
18. U CUO ana lele Bol spe Cle ee eee Match My Email Web Tabs In Salesforce sccccennsscecennes 3 Getting Around in MME ssssss2s2 4 Emall Pagesos aenean NANENANE TENEAN Ai SBarch ODON ern T 4 2 Time Period Selector cccccccecccecnseceeeeneesneeseseseeneesesnsnenenseensnnns da RoS C Aa e E ee ee 1 4 PIJO rennen een E SEE FEAT EEEE EEEE TIENI eda Mos Fiter ODUOMSiscataccascanacnascaeecxascan tia ara er Tran er KENA EENITEEA 4 0 ACN een ee essen 4 7 Commands Ignore Remove Reprocess Save nnnnnnnnnnnnnnnnnnnnnnnen A Fata LONO eC COMME 0 0 PRFPRFRERTTEERSEIENEFFERRFERERRERRERFEEEESTEEERTRSERRERRR AT REMOVE Co nalen tanned A J D2 REDFOCESS CEO Mandarin 4 7 4 Save Command Troubleshooting cccceeeeeeeeeeeeeeeeees 4 8 Emal Check BOX ie AE 4 9 SOUCWNG see euere ea are entre 4 10 Email List and DrillGOWNn cccccccccce cece eee e esses nennen nennen nenn nennen 4 11 Type Matches amp Match Detail pop up COMMANGS cceeeeeees 411 1 Green INK ne 4 11 2 Manual Matching cccccccccceeceeeeeeeeeeeeeeeeeeeeeeeeeeenenes 2 14 93 Undoing a Mates se ee ee rer 11 4 IREDFOCESSINIG seser esse ae ae ea Beeren 4 11 5 Reassigning Ignored Messages cccceeeeeeeeeeeeeeeeeeeees 5 umport Page ana 5 1 Email Folder Structure amp Selecting for Import cccceeeeees Digs Start IMPON Manually cicccteswcessseecitscteswstscnewcstecteewises
19. ask for confirmation of this step before performing the action If a mistake is made the user can go through the steps above for making a Manual Match to recreate the link for the email to the Salesforce file object Copyright 2012 RAE Internet Inc dba Mailspect Inc and Match My Email 20 84 Match My Email Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages ie MY Email Search for sender bd Search in subject ba Group by 7 Days Search in content bd are lt lt Sep 17 2012 Sep 24 2012 gt gt RSS of Current View ER Match all m Saron en Messages 1 to 15 of 15 v subject V body W attachment g SEARCH CLEAR SEARCH FILTER Unmatch x Match State All Excluding Ignore A Type All F Settings Are you sure you want to unmatch an object from a message IGNORE REMOVE REPROCESS SAVE From To Date t Size Type Matches Contact Simone Duncan Paul Sterne idiu Bivolaru Gail McGlamery 3 Simone Duncan Paul Sterne z il McGlamery un es tchMyEmail Processed on 03 31 AM ul Sterne Gail McGlamery Paul Sterne A i Match reason Matched by email address sduncan mailspect com i McGlamery Gd eee 2 Vivian Deng ovidiu mailspe RE Eno Match Reprocess idiu Bivolaru il McGlamery Gail McGlamery Paul Sterne RE Salesforce is in NYC Oct 19th save the date Sep 20 33K nn User Gail McGlamery 4 11 4
20. ces Agreement or click on http www matchmyemail com legal 29 Match My Email User Manual Version 2 4 1
21. d message s Subject Date en Type Matches 7 Gail McGlamery 2 selected message s nfircy robe status 08 22 PM 3K No Match APPLY all 22 messages v Gail McGlamery nfircy robes product update Sep 22 4k Contact Simone Duncan Paul Sterne Lead Ovidiu Bivolaru Gail McGlamery 3 Simone Duncan Paul Stern Kabbage Sep 21 52K 3 User Gail McGlamery Account MatchMyEmail Gail McGlamery Paul Sterne RE New Ticket IHHT 585136 Salesforce Users Sep 21 3K Contact Paul Sterne User Gail McGlamery E Gail McGlamery 2 Vivian Deng ovidiu mailsp RE End User Quick Setup Guide Sep 21 17K Lead Ovidiu Bivolaru User Gail McGlamery Gail McGlamery Paul Sterne RE Salesforce is in NYC Oct 19th save the date Sep 20 33K Contact Paul Sterne User Gail McGlamery Contact Simone Duncan After reprocessing is complete a pop up window will indicate how many messages were processed and direct the user to refresh the page Click the Close button to exit the pop up window Click the Refresh button and the messages that had been checked should be marked as Ignore Click Refresh again and they will disappear to the Ignore state 15 Match My Email User Manual Version 2 4 1 84 Match My Email Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages MY Email Search for sender Please wait CLOSE Search in subject Done Reprocessing message 2407689 with match status no_match E
22. differentiated in the Name column Importing is often set up during an online session when MME is initially installed and configured Assistance for this step can be found in Set up Guides at http www matchmyemail com support or by contacting MME staff at support matchmyemail com e CA https matchmyemail com import rm user_import amp action n MY Import gt New Import name Import from Import folders Message date is Message size is less than Status Copyright 2012 RAE Internet Inc doa Mailspect Inc and Match My Email Google Mail account v GRANTACCcEss REFRESH FOLDERS Selected v Selected folders on or after yesterday 5 Mb Autorun my import by schedule SAVE CANCEL Available folders 24 zw 4 Match My Email Ignore Page amp Personal Ignore List A user can access the Ignore Page by clicking Ignore in the black MME Menu Ribbon The page will show a user s Personal Ignore List Initially it is empty but as emails are added to the list it can grow and be quite long which is fine Email addresses can be added to the list as described in Section 4 7 while on the Email Viewer screen Another way to add to the list is clicking the Add button Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages MY Email Addresses to Ignore Personal 4 Address to Ianor
23. e Direction of Address User to Apply to Action cn recipient gi ry gmail com Modify Delete 2q c net any q ry gmail com Modify Delete 20 net any g ry gmail com Modify Delete rp t any g ry gmail com Modify Delete 2011 Mailspect MatchMyEmail 2 3 3 This will open a pop up box in which the user can manually type or cut amp paste in an email address select in which direction to ignore as sender receiver or any and click OK Ignore List Entry x Address to Ignore Cl rr com Direction of Address sender recipient any OK CANCEL Once an address is in the list users can click Delete to remove an address thus directing MME NOT to ignore it when processing However previously Ignored emails will not be automatically Reprocessed Clicking Modify will open a the Ignore List Entry pop up box shown below in which a user can designate the direction of the address meaning to ignore the address if they are the sender of a message the recipient of a message or to ignore in any instance 25 Match My Email User Manual Version 2 4 1 84 Match My Email 7 Settings Page 7 1 Salesforce Integration subtab This page contains the details of the Access type Matching Rules that are enabled and details on Other Services Information pertaining to these sub tabs that pertain to MME set up can be found in Set Up Guides at http www matchmyemail com support Once acted upon during MME set up th
24. ese setting are rarely changed For assistance with Settings contact support matchmyemail com Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages MY Settings Salesforce Integration Google Docs Integration Google Mail Integration Domains amp Users Salesforce Account Access Type Remote Access OAuth Salesforce username gailmcglamery gmail com Sandbox Disabled Change Account Status Enabled x Associated domains No domains under your control Matching Rules Match Contacts Enabled Match Leads Enabled Match Users Enabled Match Accounts Enabled Match Opportunities Enabled 4 4 4 4 4 4 Match Cases Enabled 7 2 Google Docs Integration Google Mail Integration Domains amp Users sub tabs The remaining sub tabs in Settings are for users with specific needs Google Docs and Google Mail are not typically needed since the IMAP server connection can be utilized These tabs remain only in the event they are needed and if so MME support staff should be contacted The Domains and Users sub tab will not appear for End Users or Domain Admins Only Account Owners have this tab which allows them to add domains and users to the Match My Email account Copyright 2012 RAE Internet Inc doa Mailspect Inc and Match My Email 26 oe 4 Match My Email MME Special Feature
25. filtering option of All a user can choose to filter emails to view all those matched with Accounts Cases Contacts Leads Opportunities and Users Clicking the Refresh button will apply these choices and display appropriate emails Copyright 2012 RAE Internet Inc doa Mailspect Inc and Match My Email 12 84 Match My Email Home Chatter Campaigns Email Search for sender Search in subject Search in content Leads Accounts Contacts Opportunities Match all 9 v subject V body W attachment SEARCH CLEAR SEAB z Search Scope Match State All Excluding Ignore Contracts Cases Group by All period Aug 28 2012 Sep 21 2012 Messages 1 to 50 of 109 gt gt Products Reports Email Messages Match My Email RSS of Current View IGNORE REMOVE From Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery REPROCESS Pa St Cases Contacts Leads Opportunities Users Simone Duncan Simone Duncan for gailmcglamery gmail com REFRESH Pages 1 2 3 Subject RE Salesforce is in NYC Oct 19th save the date Accepted GoToMeeting Invitation Match My Email troul RE Voicemail received from 312 878 1176 0 29s 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date 3 Paul Sterne Trevor Ho
26. force com Ifa new match is found the email is uploaded to the new object in Salesforce com This solves the early bird email issue an email arriving before an object has been created in Salesforce com Early bird emails are automatically uploaded to a new Salesforce com object shortly after it is created by the user e Privacy Controls Copyright 2012 RAE Internet Inc dba Mailspect Inc and Match My Email 6 84 Match My Email The MME cloud maintains privacy and confidentiality at three levels During email import the end user has full control over which email folders are designated to sync with Salesforce com Within the MME cloud there is the Ignore command that acts like a black list and blocks the processing of emails containing specified email addresses Within Salesforce com MME complies with all Salesforce com sharing and profiling rules and entitlements e Reactive Controls Sometimes an end user will want to change the email log after it has been uploaded into the MME cloud or Salesforce com MME provides reactive controls for that purpose Users can Delete Remove Manually Match and Unmatch emails e Platform Independent Since no software or plug ins is needed MME is platform independent It works on the email server or service connected any device like iPad PC MAC smartphone or tablet and any email client like Outlook Gmail etc All an end user needs to use the system to work is a username and pas
27. in the MME cloud and then uploads matched emails to Salesforce com objects MME analyzes email headers looking for email addresses in the TO FROM CC and BCC lines and matches those emails addresses to email address fields extracted from Salesforce com objects such as Leads Contacts Accounts Opportunities Person Accounts and Cases When an email address in an email matches an email address field in Salesforce com MME declares a Match state and uploads the email and its attachments to the relevant object s in Salesforce com e MultiMatch MultiMatch is a game changing technology that syncs an email address contained in an email to every object in Salesforce com with the same email address MultiMatch ensures that the email record or log in Salesforce com is 100 complete and accurate 5 Match My Email User Manual Version 2 4 1 84 Match My Email e Set Up and Forget MME is a cloud connector It integrates data from the email cloud with the Salesforce com cloud For MME to work it requires three sets of credentials i e usernames and passwords to the a email cloud b MME cloud and c Salesforce com cloud MME contains an authentication layer that authenticates these usernames and passwords only once and then maintains communication between the email cloud MME cloud and Salesforce com using open standards after the initial set up MME s authentication layer is based on open authentication or OAuth and
28. lewir RE Salesforce is in NYC Oct 19th save the date Date Sep 20 Sep 20 Sep 20 Type Contact User Contact User Account Contact User Account Contact User Account Contact User Account Matches Paul Sterne Gail McGlamery Simone Duncan Gail McGlamery MatchMyEmail Simone Duncan Gail McGlamery MatchMyEmail Simone Duncan Gail McGlamery MatchMyEmail Simone Duncan Gail McGlamery MatchMyEmail Paul Sterne Paul Sterne The third drop down field in the Filter Options ribbon allows filtering based on the name of the matched object i e the name of the Lead Contact Account etc As the user clicks on the drop down box arrow the list of matched objects to choose from for filtering is displayed with the number of matches indicated in parentheses Again by clicking the Refresh button after filtering options are made the Email Viewer will show relevant emails Accounts Contacts Opportunities Contracts Cases Group by All period Aug 28 2012 Sep 21 2012 Messages 1 to 50 of 109 gt gt all Matches for gailmcala Home Chatter Campaigns Leads MY Email Search for sender 2 Search in subject bd Search in content bd Match all 9 Search Scope v subject V body W attachment SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore Type All IGNORE REMOVE REPROCESS SAVEY
29. lly make the Match and immediately link the email to the selected Salesforce file object Clicking the Envelope button in the lower left corner will open another pop up with the contents of the email providing a convenient reference for the user Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages Match My Email Email Search for sender bad Search in subject s Group by 7 Days Search in content b id 3 lt lt Sep 17 2012 Sep 24 2012 gt gt RSS of Current View ae Match all CAG SCORE Messages 1 to 15 of 15 v subject W body attachment g Match State All Excluding Ignore A Type All Select and match to an existing object Settings IGNORE REMOVE REPROCESS SAVE Type Name From To v X te t Size Type Matches j Contact Simone Duncan Paul Sterne Gail McGlamery 3 Simone Duncan Paul idiu Bivolaru il McGlamery tchMyEmail Gail McGlamery Paul Sterne Ok Cancel ae Din 42488 ovidiu mailspect com Bil McGlamery a ze 2 2 idiu Bivolaru Gail McGlamery 2 Vivian Deng ovidiu mailspe RE End User Quick an init Reprocess epei 3 ae z ul Sterne Gail McGlamery Paul Sterne RE Salesforce is in NYC Oct 19th save the date Sep 20 33K fee E 4 11 3 Undoing a Match A user is able to undo a Match by clicking the Unmatch button This will result in the email being unlinked to the Salesforce file object A pop up window will
30. mails cannot be uploaded again into Salesforce e C B https matchmyemail com Search for sender Group by 7 Days ye Search in subject b od p2 Search in content lt lt Oct 3 2012 Oct 10 2012 gt gt Match all 9 7 subject V body P attachment SEARCH CLEAR SEARCH FILTER Search Scope Messages 1 to 32 of 32 Match State All Excluding Ignore Type All All Matches for gailmcglamery gmail com REFRESH IGNORE REMOVE REPROCESS SAVE Subject Date t Apply to 1 selected message s 2 v Gail Mi Remove also V uploaded data contact creation to SF Oct 09 APPLY Gail Mfo y 27 u m Simon RE List of self signups for last month Oct 09 4 7 3 Reprocess Command To reprocess an email is to ask MME to again analyze the email address or addresses in the email header This may be because changes have been made that could include adding an Copyright 2012 RAE Internet Inc dba Mailspect Inc and Match My Email 16 84 Match My Email email address to the Ignore list adding a new Lead in Salesforce or updating email information in Salesforce The user can choose to individually reprocess emails by clicking the Check Box to the left of emails desired and selecting the drop down arrow on the Reprocess button The choice will be to reprocess the number of emails selected Click Apply to execute the reprocess Once
31. mands The Type Matches column shows the state of the email Place the cursor over the match status to open a Match Details pop up box with details about the match A user can see details of why a match was made and when or see why an email was ignored Inside the Match Details pop up box are command options explained below which allow the user to change the state of an email or the ability to jump seamlessly into Salesforce Chatter Leads Accounts Contacts Opportunities Contracts Cases Campaigns Home Products Reports Email Messages MY Email Search for sender Search in subject Group by 7 Days I ye ye bd Search in content Match all 2 V subject V body attachment Search Scope SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore Type All x All Matches v IGNORE REMOVE REPROCESS SAVE From To Subject C Gail McGlamery 3 Simone Duncan Paul Sterne Kabbage Match details Gail McGlamery Paul Sterne RE New Ticket Gail McGlamery 2 Vivian Deng ovidiu mailspe RE End User Qui I _ Unmatch E Gail McGlamery Paul Sterne RE Salesforce is i Gail McGlamery Simone Duncan 19 for gailmcglamery gmail com REFRESH Lead Ovidiu Bivolaru Processed on 03 31 AM Match reason Matched by email address ovidiu mailspect com Accepted GoToMeeting Invitation Match My Email troubl ey RSS of C
32. neretsctsewst 5 3 Adding New Email ACCOUNTS ccc cc cccceeeeeeeeccccccccccccccecccceeceees Ignore Page amp Personal Ignore List uuuuunnnnnnnnnnnnnnn 7 Settings PAJE crainn AEPA 3 Match My Email User Manual Version 2 4 1 84 Match My Email 7 1 Salesforce Integration subtab z2s22220000nnnnnnnnnnnnnnnnnnnnnnn nn nn 26 7 2 Google Docs Integration Google Mail Integration Domains amp Users sub tabs 26 8 MME Special FeatureS sssssss2u2222222u2u2 2 2 2 2 2 2 2 2 5 27 8 1 Multiple or Secondary Email Address Matching In a Single Contact 27 8 2 Importing Legacy Email ccccccccceceeeee esses eeeeeeeeeeeeeeeeeeeeeeneennnnes 27 9 TEOUDICSNOOUN GS 2er 28 9 1 Error Message API_DISABLED_FOR_ORG cece ecee eee e tenner eeees 28 9 2 Using Microsoft Internet Explorer Web Tab log in is unresponsive 28 9 3 My Outgoing Email is not logged into MatchMyEmail Salesforce 28 10 Master Services Agreement uuuuuuuuunnnnnnnunuunnnnnnnnnnnnnn 29 10 1 Contact Match My Email support for a PDF of the Master Services Agreement or click on http www matchmyemail com legal 000008 29 Copyright 2012 RAE Internet Inc doa Mailspect Inc and Match My Email 84 Match My Email Introduction The purpose of Match My Email MME is to integrate your email account or accounts with Salesforce com SFDC MME is designed to be fully automatic 24 7
33. new state 21 Match My Email User Manual Version 2 4 1 84 Match My Email 5 Import Page 5 1 Email Folder Structure amp Selecting for Import Clicking Import will allow the user to view the email addresses and folders from which information is being imported Import Enable Disable Delete Oselected New Name Source Status n From GMAIL imap gmail com 9 2010 2012 RAE Internet Inc MatchMyEmail 2 4 0 By clicking on each import listed in the Name column for example from GMAIL in the screenshot above details of the import settings such as the IMAP server and folder selection can be viewed and or modified MY Import gt From GMAIL Import name From GMAIL Import from Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicz port 993 User EE gmail com Password eeensnensnennnnnnnnnnnnnne REFRESH FOLDERS Import folders Selected Selected folders Available folders MME Gmail Sent Mail Message date is on or after yesterday Message size is less than 5 Mb Status Autorun my import by schedule SAVE START IMPORT MANUALLY CANCEL To change folders for import remove the folders in the Selected Folders window Click the button Refresh Folders The system will connect with user s email account and populate the Available Folders window with the folder structure
34. or choosing to ignore just the address The latter option is helpful if there are multiple email addresses in the email By clicking add other gt gt other email addresses associated with the message will appear The user would not want to ignore their own email address as this would prohibit any messages from being processes by MME Users should uncheck the box next to their own email address and then check the boxes next to the email addresses desired Clicking apply will add the chosen addresses to the Personal Ignore List The email messages will still remain in the Email List until reprocessing which occurs automatically every 20 minutes To manually reprocess click the Reprocess button In the popdown window a user can decided to reprocess the message s selected or all messages in viewer Click the Apply button Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages E MY Email Search for sender bd Search in subject Group by 7 Days kad Search in content bid E lt lt Sep 16 2012 Sep 23 2012 gt gt RSS of Current View 5 a Match all m 9 sau ape 2 Messages 1 to 22 of 22 v subject V body V attachment g SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore Type All All Matches for gailmcglamery gmail com REFRESH Settings IGNORE REMOVE REPROCESS SAVE ai Apply to 2 selecte
35. s 8 1 Multiple or Secondary Email Address Matching In a Single Contact If a user finds that a Contact is contacting them via more than one email address MME understands that it is important to identify those email messages and upload them to the same Contact Though this functionality is native in MME it is necessary to configure Salesforce so that multiple or secondary email addresses associated with a single Contact can be matched and logged in Salesforce com Users can download the guide for these procedures at http www matchmyemail com wp content uploads 20 11 01 Multiple or Secondary Ema il Address Matching Guide pdf or contact MME support staff at support matchmyemail com for assistance The ability to create a custom object for multiple email addresses is only supported for the Contact object in SFDC 8 2 Importing Legacy Email Legacy email can be imported into Match My Email but this is a manual service MME Support staff can provide information on cost if any and guide users in installation of a special folder and provide instruction in the manual process Up to 600 legacy pre SF and MME email messages per day can be processed in three manual batches of 200 emails The limit is related to the number of API calls allowed within a 24 hour period by Salesforce com Please contact MME staff at support matchmyemail com for details 27 Match My Email User Manual Version 2 4 1 84 Match My Email 9 Troubleshooting
36. side These email files can be attached to an email being sent to support matchmyemail com for viewing by support staff 4 8 Email Check Boxes Check Boxes next to individual emails are used to specify which email should be affected by a Command Note that at the top left hand corner of the Email Viewer there is a Check Box which will check all the emails on a Page 4 9 Sorting The headings for columns in the Email List exist also as a Sorting Ribbon Much as one can sort a column in a spreadsheet by clicking the column header in the Email List a user can change the order of viewed emails by alphabetical date or by size Clicking on the column header From To etc once will sort the column Clicking on a column header a second time will sort it in the opposite order For example one click will sort size from smallest to largest and the second click from largest to smallest An arrow will appear to help indicate the direction of the sort 4 10 Email List and Drilldown Details regarding the email being processed are shown in the Email List Sender Receiver Subject Date and Size By clicking on Sender name Recipient name or Subject within the Email Viewer the user can open the underlying email that is stored in the Match My Email database This opens a pop up window which contains the email and its attachments Inside the pop up window the user can enact the following Show Headers enables the user
37. ssing message 2582679 with match status match From Reprocessing message 2580705 with match status Date 7 Size Type Matches no_matc Gail McGlamery ovidiu mail Reprocessing message 2579159 with match status 01 42 PM 6K Lead Ovidiu Bivolaru no_match User Gail McGlamery Reprocessing message 2579158 with match status aa i Gail McGlamery ovidiu mail no_match 01 37 PM 3K Lead Ovidiu Bivolaru Reprocessing message 2578680 with match status User Gail McGlamery no_match 2 Reprocessing message 2573180 with match status Contact Simone Duncan Gail McGlamery Simone Dun no_match 01 31 PM 4K User Gail McGlamery Reprocessing message 2568253 with match status match Account MatchMyEmail Reprocessing message 2563902 with match status d d i Si Lead Ovidiu Bivolaru Gail McGlame ovidiu mail 0 match 12 34 PM 7K y ui Reprocessing message 2562890 with match status User Gail McGlamery no_matc g Reprocessing message 2560138 with match status match Contact Simone Duncan r Reprocessing message 2553246 with match status match E Lead Ovidiu Bivolaru Gall MoGlamery 2 ovidiu n Reprocessing message 2553244 with match status match hie User Gail McGlamery Account MatchMyEmail Pnntart Gimana M inran The Reprocess command can also be enabled through the pop up dialogue box that occurs when a user scrolls his or her mouse over the Type Matches cell related to a specific email in the column of the Email Viewer closest to the right edge of the screen
38. sword 7 Match My Email User Manual Version 2 4 1 84 Match My Email 2 Match My Email Web Tabs in Salesforce The web tabs Email Messages and Match My Email are typically added after the MME package has been installed in Salesforce and during MME set up in SFDC click gt Customize My Tabs gt move these two to available tabs The web tabs appear in the light blue command ribbon within Salesforce and enable easy access in the SFDC environment to MME information Clicking the Match My Email web tab will open the MME screen for login Once logged in a user is directed to the Email Page containing a table of emails matching status and a number of options for searching filtering and acting on those emails Clicking the Email Messages web tab will provide a list of emails uploaded into Salesforce sy Email Messages WEISEN ase Opportunities Contracts Cases Products Repo Home Chatter Campaigns Leads Accounts Contacts Email Search for sender Group by Custom 2 Search in subject bd S eee Seen eet y Custom date range 2012 09 20 to 2012 09 20 F Browse RSS of Ouret View Match all lt lt Sep 13 2012 Sep 20 2012 gt gt Search Scope _ v subject V body W attachment SEARCH CLEAR SEARCH FILTER Messages 1 to 24 of 24 Match State All Excluding Ignore Type All All Matches for email address here REFRESH Se
39. the box next to the email message you wish to ignore and click the Ignore button popping down a box of options Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email N E MY Email Search for sender b od Search in subject Group by 7 Days bad Search i tent s Sara M COLEN lt lt Sep 16 2012 Sep 23 2012 gt gt Match all Search Scope Messages 1 to 22 of 22 Y subject V body W attachment SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore Type All All Matches v for gailmcglamery gmail com REFRESH IGNORE REMOVE REPROCESS SAVE Subject t Apply to 1 selected message s 3 Date Bil com mercy robe status 08 22 PM Ignore type entire message by address x m Bil com mercy robes product update Sep 22 Addresses Z gailmcglamery gmail com Paul Stern Kabbage Sep 21 add other gt gt RE New Ticket IHHT 585136 Salesforce Users Sep 21 diu mailsp RE End User Quick Setup Guide Sep 21 In Apply To the user can click the dropdown arrow to choose whether to ignore the selected message checked or apply this ignore rule to all of the messages in the cloud Copyright 2012 RAE Internet Inc dba Mailspect Inc and Match My Email 14 84 Match My Email In Ignore type the user can choose between ignoring the entire message by address which is the default status
40. the steps that normally happen every 20 minutes automatically in the background After clicking the button the user can observe progress in the window in lower portion of screen Wait until Done is noted at end of code scrolling down may be required before proceeding MY Import gt From GMAIL Import name From GMAIL Import from Other IMAP server IMAP server host imap gmail com Connection Secure to dedicz w port 993 User i gmail com Password seeeeeseseesssceseseseseses REFRESH FOLDERS Import folders selected Selected folders Available folders e 0 MME Gmail Sent Mail Message date is on or after yesterday Message size is less than 5 Mb Status Autorun my import by schedule SAVE START IMPORT MANUALLY J CANCEL 5 3 Adding New Email Accounts To add new users See Chapter 7 Domains amp Users MY Import Enable Disable Delete 0 selected Name Source Status From GMAIL imap gmail com 9 2010 2012 RAE Internet Inc MatchMyEmail 2 4 0 By clicking on New users can add email addresses from which to import On the next screen shown in screenshot below the user will be prompted for an Import Name This 23 Match My Email User Manual Version 2 4 1 84 Match My Email name is at user discretion It becomes more important to give it a descriptive name if several email addresses are used for importing so that they can be
41. ttings IGNORE REMOVE REPROCESS SAVE From To Subject Date Size Type Matches Contact Simone Duncan Gail McGlamery Simone Duncan RE Voicemail received from 312 878 1176 0 29s 01 43 PM 22K User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Paul Sterne Gail McGlamery 3 Paul Sterne Trevor Holewit RE Salesforce is in NYC Oct 19th save the date 10 40 AM 33K User Gail McGlamery Account MatchMyEmail Copyright 2012 RAE Internet Inc dba Mailspect Inc and Match My Email 8 84 Match My Email Getting Around in MME The black MME Menu Ribbon is visible when a user logs in to MME either within the Salesforce environment or in an independent browser window at www matchmyemail com It aids in navigating through several pages Email Import Ignore Settings that allow the user to view and make decisions about emails make use of settings for privacy and set up and adjust import and authentication settings MY On Email Page one finds e Email Viewer showing a table of emails in the MME cloud e Indications of whether an email was matched and if so how e Emails with status No Match e Ability to Reprocess emails e Ability to add email addresses to Ignore list e Ability to search through emails in cloud e Ability to remove emails and permanently remove them from Salesforce On Import Page one finds e IMAP import settings e Ability to select folders e Ability to start
42. urrent View lt lt Sep 17 2012 Sep 24 2012 gt gt Messages 1 to 15 of 15 Settings Match Reprocess Contact Simone Duncan User Gail McGlamery Account MatchMyEmail 2K Sep 20 Match My Email User Manual Version 2 4 1 Match My Email 4 11 1 Green Link In the Match Details pop up box clicking the name of the matched Object e g Lead or Contact in green enables the user to jump from the MME Email Viewer to the user s Salesforce com account to view the object file that has been associated with a particular email If Salesforce com is already open the jump to the Salesforce com account is direct and immediately to the object file Lead Contact etc If Salesforce com is not open then the user will be prompted to enter username and password before the jump can be completed 4 11 2 Manual Matching The Match command enables the user to force or manually make a match whether the email in question resulted in a state of No Match or already identified a match Clicking Match brings up a Match pop up window in which a user can select the Type of Salesforce object to which the email is to be manually matched and select among Names available for that object type Names are located using two letter look up that displays all the possible names contain those two letter A three or four letter look up can be used to narrow the possibilities Clicking OK will manua
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