Track and store your email and diary activity with Microsoft Exchange Synchronisation.
With email being the primary source of receiving CVs and the diary being vital for consultants to stay on top of their daily tasks, we recognise it is even more important that your email and diary works in parallel with your Chameleon-i account.
Our email and diary integrate with Microsoft Exchange enabling you to track email and diary communications whilst storing them automatically in the associated Candidate or Client record.
Your inbox and sent items mirror each other, the email you send and receive from one system, is automatically shown in the other. If you delete the emails from either it deletes from all mailboxes, but will still be retained and recorded within the client or candidate record in Chameleon-i, providing a full communication audit trail.
Exchange mailboxes can also sync with your smartphone, keeping you up-to-date when out of the office.
Please note that with the Diary we are currently syncing the following actions only: 1st Interview, 2nd Interview, 3rd Interview, Candidate Meeting, Client Meeting, Client Update Call, CV Sent – Follow Up, Interview Notes, Meeting, Note, Tel. Interview, Cand Care Call, Cand Check In, Candidate Call.
If you already run an Exchange mailbox (this mailbox must be on Exchange Server running ews) then deployment couldn’t be easier, if you don’t have an Exchange Mailbox you will need to purchase one.
If you run Exchange locally please speak with our Chameleon-i team to ensure your software and hardware are compatible with this service.
Please note that Chameleon-i doesn’t provide the exchange server or the mailbox and doesn’t support your mailbox, we take no responsibility for whichever provider you decide to go with – we do recommend you do some research to find the right Exchange Mailbox provider for you and your operating system platform.
How to Activate
Simply click the ‘Order’ button from the ‘Company’ tab in your ‘Admin’ panel.
You will be charged £10.00 + VAT per user per calendar month for this module.
Please note, if you choose to add our Exchange Synchronisation module, it will apply to all members of your agency.
Please note prior to purchasing
In order to utilise our Exchange Synchronisation module, you must have an Exchange mailbox that is using either a server or cloud-based Exchange Server running the EWS service. Chameleon-i does not provide you with an Exchange mailbox or exchange servers and you are able to source providers from the open market. If you choose to purchase Exchange sync it must be activated for all members of your agency and each user must provide unique exchange login details.
You can only purchase one of our email module options and this option will apply to all members of your agency. If you are currently running another email service please speak to us before ordering this module.
Chameleon-i stores a copy of your emails in your account recorded against recognised Client and Candidate records. We do not store attachments automatically, these should be saved if required in the Client or Candidate record. We also make a permanent note that the email has been received or sent in Chameleon-i.